The Fast Weigh Web Portal is a browser based tool used for administration of your Fast Weigh account. While the Fast Weigh Desktop Application is primarily used for ticketing at a scale house, the Web Portal allows users to invoice, generate quotes and reports, manage trucks and haulers, or track inventory. The Web Portal has a variety of applications standardized for most businesses, and a catalogue of additional modules that can be requested as needed. In the Reference menu, you will find a complete breakdown of each section and menu option within the Web Portal.

What is Fast-Weigh?

Fast-Weigh is cloud-based ticketing software, built to make your aggregate operation faster, simpler, and more efficient than ever. Our goal is simple: less stress, and more time to focus on your business. That means no expensive IT infrastructure, total access to your production data, and a modern, user-friendly system that will change the way you think about material sales.

Platform Overview:

Centralized Web Portal

With our cloud-based system, your ticketing data will never be stuck in the scale house again. View, edit, and analyze ticket data from all locations. Enjoy total operations management from anywhere, on any device.

Key Features:

• Ticket Management

• Order & Customer Management

• Products & Pricing Matrix

• Multi-Tier Location Support

• Unlimited Users

• In-Depth Reporting

Desktop Ticketing App

Our Windows 10/11 ticketing application was designed from the ground up to streamline daily scale house operations and communicate directly with our web portal. All data is immediately backed up to the cloud, ensuring no ticket ever goes unaccounted for.

Key Features:

• Backed by the Cloud

• Offline-Capable

• Hardware Accessories

• Multi-Scale Support

• Highly Customizable

Add on Modules

• Billing & Invoicing

• Inventory

• Analytics

• Hauler Pay

• Quotes

• Dispatching

• Load-Out

• Mobile Applications

Vocabulary

Customer: Purchaser of your Products

Region: The highest Level of the Location Hierarchy. Regions contain Locations. Regions can be used to segregate by proximity or by billing entity.

Location: Middle Level of the Location Hierarchy. Typically refers to a Quarry/Pit. Locations contain Yards. Locations are also the level at which global products can be assigned.

Yard: Lowest Level of the Location hierarchy. Yards can be used to segregate activity at a location. A yard is created automatically when you create a location but more can be added if needed.

Product: Material being sold

Hauler: Carrier/Owner of Trucks

Truck: Vehicle belonging to a Hauler

Order: Combines Customer and Product to create a Job that can be ticketed. Orders are region specific but can contain products from multiple locations as long as they are in the same region

Ticket: Receipt of Sale/BOL/Weigh Slip/Tag

Batch: Group of Invoices. You may hear the billing process be referred to as Batching. This is simply the process of searching for tickets and assigning them a Batch #.

Report: Document generated by Fast-Weigh that displays data for easier interpretation. Our report building software is also used to create Ticket Templates, Invoices, Statements and E-Tickets.

How To Guides are intended to quickly give the user step-by-step instructions for accomplishing a basic task. Be sure to check or References section if you need further clarification.

How to Create Haulers

1. Navigate to "Trucks" > "Haulers"

1. Click the [+New Hauler] button

1. The minimum required fields to add a new hauler are Hauler ID and Name

1. Click [✓Update]

How to Create Users

1. Navigate to "Settings" > "User Administration"

1. Click the [+ New User] button

1. Create a User ID and add the users email (We generally recommend using your email as your User ID)

2. Enter a Password or leave the Password field blank to automatically send the new user a "set password" email

3. Choose a Role for the user

1. Click [✓Update]

How to Create Tax Codes

1. Navigate to "Resources" > "Billing" > "Tax Codes"
2. Click the [+ New Tax Code] button
3. Add a Code and a Description

4. Enter the tax percent in the appropriate field

1. If your accounting software utilizes GL, you can add a GL Account as well

2. Click [✓Update]

How to Create a New Location

1. Navigate to "Resources" > "Locations"

1. Click the [+New Location] button

1. The minimum required fields to add a new location are Name and Description

1. Click [✓Update]

After your user account has been created you will receive an email from [email protected] with the subject "Fast-Weigh Password Setup" This email contains your User ID and a link that allows you to set your password:

Click the link in the email to be taken to the "Set Password" page:

Enter your desired password twice and Click "Set Password"

Click on the link in the success message to be redirected to the Fast-Weigh Web Portal

Enter the User ID from the account creation email and the password you set and Click "Log in"

Check out the next Tutorial to learn about Navigating the Web Portal

1. Navigate to "Resources" > "Locations"

1. Click the [+New Yard] button

1. The minimum required fields to add a new yard are Name and Description

1. Click [✓Update]

How to Create Invoices

1. Navigate to "Billing" > "Billing"

1. Select all the parameters that contain the tickets that need to be billed and click [Query]

1. Review tickets that are selected to ensure that they are ready to be billed

1. Type in a Batch # and select the appropriate Invoice Date and GL Date (if applicable)

1. Click [✓Assign]

1. Navigate to "Orders" > "Orders"

1. Select the order that has the product that will be changed

1. Click the [✎] button next to the product that needs to be changed

1. Change the prices that need to be altered

1. After making your changes, click [✓Update]

1. Navigate to Ticket Bulk Edit

1. Search for tickets utilizing the filter drop-down menus and click [Query]

1. Identify the tickets that need to be edited and select them by either clicking [Select All] if all the tickets in the table need to be edited, or simply check the box next to each ticket that needs the edit.

2. Next you can make changes to the required fields Region, Order, Product, Location, Tax Code, and Ticket Date. Optional fields you may edit are PO Number, Job, Phase, and Cost Type.

1. Click [Save]

The Ticket Query is essentially a search engine for looking up tickets. To view the ticket query navigate to Tickets > Ticket Query.

The Parameters found at the top of the screen allow you to filter down ticket data

By default, the Ticket Query will load with today's date entered in the Date Fields.

Click the Query button to search for tickets:

The Grid View on the lower half of the screen will list the tickets found in the query:

Clicking the Edit button allows you to modify the ticket:

If you make an edit, the system will require you to leave a revision note.

Tickets that have been invoiced cannot be edited. You will need to remove them from the invoice before making any changes.

If a ticket is voided you will not see it in your query unless the Voids Check Box has been checked:

You can export Archived PDFs or the current query to Excel by using the respective buttons:

Hauler Pay Statements are generated from invoices.

Generate a Hauler Pay Statement

1. Navigate to "Hauler Pay" > "Statements"

1. Select all the parameters that contain the tickets that need to be billed and click [Query]

1. Type in a Batch # and select the appropriate Payment Date and GL Date (if applicable)

1. The tickets will be removed from the New Payment tab and placed inside a batch in the Payment History section

1. Navigate to Ticket Query

1. Search for ticket via filter drop-down menus or ticket number

1. Click the [✎] icon in the Edit column

1. Make any necessary changes to the ticket and leave a Revision Note

2. Click [Save]

How to Create a New Region

1. Navigate to "Resources" > "Locations"

1. Click the [+New Region] button

1. The minimum required fields to add a new region are Name and Description

1. Click [✓Update]

Generating a Customer Statement

1. Navigate to "Billing" > "Balance Dashboard"

1. Select the Region and Customer, then click [Refresh]

1. Click the [Statement] button to generate a statement with the customer's current balance

There are 2 primary ways to Edit a ticket. It can be done one at a time via the "Ticket Query" or edits can be made in Bulk via the Ticket Bulk Edit.

How to Create Customers

1. Navigate to "Resources" > "Customers"
2. Click the [+ Customer] button
3. The minimum required fields to add a Customer are Customer ID and Customer Name
4. Click [Save]

You have successfully made a customer in Fast-Weigh! To see a full breakdown of each field on Customers, see: If you're looking to import External Customers into Fast-Weigh, see:

How to Create Payment Terms

1. Navigate to "Resources" > "Billing" > "Pay Terms"
2. Click the [+ New Terms] button
3. Add one-character Code, a Description and the number of days for the term
4. Click [✓Update]

How to Create Billing Modes

1. Navigate to "Resources" > "Billing" > "Pay Terms"
2. Click the [+ New Billing Mode] button
3. Add one-character Code and a Description

Once Terms and Billing modes are set up, go to "Resources" > "Customers" to assign these to your customers.

Adding a particular billing mode to a customer profile allows you to select tickets for billing based on the customer’s assigned method.

When the app is launched you will be greeted by the Ticketing Screen. This is effectively the "Home" Screen.

Navigating the App

Clicking the 3 lines in the top left corner of the app will show the Icon Labels:

The same is true for the 3 Dots in the top right corner:

Anytime you see a List Icon next to a Field it will open the associated list

For Example, Click the List Icon next to the Truck Field on the Ticketing Screen to view the Truck List:

Use the search box at the top of the List to filter down results:

The Truck List Search Box can match the following fields: Truck IDs, Hauler Names, License, AutoID, and Driver.

Creating Tickets

By default, there are only 5 required fields for creating a ticket: Truck, Customer, Order, Product, Weight.

Select the appropriate records by either typing the ID into the field or clicking the List Icon to search the associated list.

Optionally, a Ticket Note can be added by clicking the Ticket Note Button and typing into the text box:

Once you have selected the correct records, capture the weight for the ticket. This can be done a number of ways:

1. If you do not have a scale connected to Fast-Weigh, type the weight into the Weight Field

2. If you have a scale connected, click the weight field and then hit "Enter" on your keyboard or Click the Weight displayed in the bottom left:

The Ticketing App will show you a breakdown of Gross, Tare, and Net in Pounds and Tons (or Kilograms and Tonnes depending on settings) once you have captured a weight. Click Print if you want to create the ticket with this information.

Congratulations! You just created a ticket in the Fast-Weigh Ticketing App. The ticket will automatically sync to the web portal.

Navigate to Reporting > Reports - New Tab

Category: Our reports are grouped into several categories such as Tickets, Billing, and Audit

Report: Selecting a category changes the reports shown in this list

After Selecting a Report Click the "Load" Button:

The Parameter Panel will appear on the right side of your screen:

In this example, we are looking at the "Product Usage" Report in the "Tickets" category, the parameters shown will vary by report. We have set the Date range for September but we have not selected our locations so we will see this error if we run the report:

You can select individual, Regions Locations and Yards or just click the select all button for the parameter:

Click Refresh at the top of the Report Parameters to view the report:

We can add a grouping to this report in the Report Parameters:

Select Customer and Click Refresh to run the report again to see the data grouped by Customer record:

The Navigation Bar above the report offers some time-saving features:

The Page Number buttons allow you to jump to the Next/Previous or Last/First pages

The Cloud Icon allows you to export the Report in a variety of different file formats such as PDF, CSV, and EXLS.

You can also print the report or email it directly from the reports module:

How to Create Trucks

1. Navigate to "Trucks" > "Trucks"

1. Click the [+New Truck] button

1. The minimum required fields to add a new truck are Hauler and Truck ID

1. Click [✓Update]

How to Create Invoices within New Payments

1. Navigate to "Billing" > "New Payment"

1. Navigate to the Tickets tab

1. Select the Region and Customer, then click [Refresh]

1. Select the tickets you want to invoice. Ensure the invoice distribution and invoice date are correct, then click [Create Invoice]

1. This will automatically navigate to the Invoices tab and select the invoice(s) generated

How to Create a New Payment

1. If you don't already have the invoice(s) selected. Select the Region and Customer, then click [Refresh] and select the invoice(s)

1. Select the Payment Method being used, ensure that the amount is correct and click the [Create Payment] button

Creating a Pricing Template

1. Navigate to "Resources" > "Products" > "Products & Pricing"
2. Click on the [+ Add Template] button

1. This will add a new line to the Pricing Template table where you can enter in the Template Name

1. After adding a name, click the [✓] button to save the new Template

How to set a Pricing Template as Default

1. Select the Template Name from the table (it will be highlighted in teal with white text)

1. Click [✓ Set Default]

How to Create Orders

1. Navigate to "Orders" > "Orders"

1. Click the [+New Order] button

1. The minimum required fields to add a new order are Region, Description and Customer

1. Click [Save]

Adding a Single Product to an Order

1. Click the [+Add Single Product] button on the order

1. The minimum required fields to add a new product are Location, Yard, Product and Unit Price

1. Click [✓Update]

Adding Multiple Products to an Order

1. Click the [+Add Multiple Products] button on the order

1. Select any of the provided parameters to filter results and click the [Refresh] button

1. Select the products using the checkboxes next to them

1. The Use Template Pricing checkbox will apply template pricing to all selected products

1. Click [Save]

How to Create Products

1. Navigate to "Resources" > "Products" > "Products & Pricing"
2. Navigate to the Product Setup
3. Click the [+New Product] button
4. The minimum required fields to add a new product are Product ID, Description and Unit

1. Click [✓Update]

Assigning Products to a Location

After a product has been created, it will need to be assigned to a location. This will be where you will be ticketing the Products.

1. Select the product you just created and click the [+Add Location] button in the middle tab
2. The minimum required fields are Region, Location, and Yard

1. Click [✓Update]

Once the Product Location is set up, make sure to set up default pricing for the product

Before Updating

1. Navigate to "Reports" > "Reports - New Tab"

1. Review your new Pricing Template Defaults using the Price Update Review report under the Orders category of the Reporting page to make sure everything is correct.

1. Update any Prices in the Product Pricing table, if needed.

2. Navigate to "Resources" > "Products & Pricing"

1. Click the Open Order Price Update button on the top-right of the Product Pricing table

1. Set the Region and Location where you want your open order product pricing updated, or update All Locations

2. Set a Customer if you want the update to only affect open orders attached to that customer

1. Check the boxes for the information you want to update from the temples to the Order-Products

• Click [✓Update] to run the Open Order Price Update tool for all Active and Inactive Orders marked as Open that match your set criteria.

1. Navigate to Billing/AR > Billing or Billing if you do not use our AR module:

1. Navigate to Billing History:

1. Search for the invoice using the Invoice # search box:

1. Expand the batch by clicking the arrow to the left of the Region:

1. Click the [Actions] button on the invoice row to bring up the following:

1. Click [X Clear] to bring up the following:

1. Check the box and click OK and you're done!

Cash Type Additional Steps

If the price of the tickets from a cash type invoice will need to change after you make an edit you must:

1. Find Price column with [$] symbol. This can be found in the Ticket Query or New Billing screens.

1. Click the [$] icon to open the Pricing Edit window.

1. Uncheck the Lock Rate checkbox and save.

1. In the New Billing screen, ensure all edited tickets are checked.

1. Click [$Reprice Selected Tickets]

1. Click the Ok, and you are done! Now your tickets will have the correct pricing, and you may re-batch.

Managing Product Pricing

Adding and Editing Product Pricing

The first step for setting up your Products & Pricing is to create the Products, Product Locations, and Pricing Templates. Please go to the Adding & Managing Products article if you have not done this yet.

• Go to Resources > Products > Products & Pricing.

• On the [Product Pricing] tab, enter in the filters for the Product Pricing you wish to set and click [Refresh].

  • This will load all of the Products that are available to add default pricing to for the set parameters.

• To add or edit a default price, find the specific Product, Location, and Price Template in the list and then click on the pencil icon to edit it.

• This will bring up a text box inside of the table where you can enter in the Current Price and a Proposed Price. After the desired price has been entered, click the check mark to save or the prohibit symbol to delete.

  • Note: The Proposed Price is an optional tool to "stage" a price change. You can enter in a new price before enacting a price update that can be applied to the Current Price in bulk later on.

Once a Price is set, you will then see the [More] button where you can add in additional default pricing.

• Add in an optional .

• Add in a Default Surcharge and set the Surcharge Type.

• If you use Price Adjustments, you can set default Adjustments for the Template.

• Click the [Save] button to save the extra defaults.

• Repeat this process for each product and Template that will be used for Ticketing.

Requests

This section allows the overall management of the Dispatching module. From here you can add trucks to be requested, submit and alert drivers of new Requests, and a summary report of all Requests.

Requests

The Requests table is the main screen for managing Dispatching. Here you can view and edit your Requests at-a-glance. You can add new trucks, alert drivers, make changes, or review individual truck requests.

Trucks

The Trucks table provides an overview of your Requests organized by the assigned Trucks. Here, you can quickly review how many Requests a Truck has for a set time frame, add the Truck to an existing Request, and edit the Truck's existing Requests

Whiteboard

Your Requests Whiteboard provides a different view of your Requests. Here, you can see summary cards of the Request, as well as make edits to the Request and send alerts.

Drivers

Allows you to add or edit drivers available per Hauler, as well as set them to active or inactive depending on their availablity. This section includes adding their phone number used to send SMS messages and alerts related to each assigned Request.

Live Tracking

Live Tracking provides location data based on the position of the Request. With the Lat/Long selected, the Request can be tracked from the time of pick-up to delivery. With the map provided by Microsoft Azure, you can view any traffic or weather conditions that may be affecting the delivery.

Tracking Query

The Tracking Query allows you to view all tracked Requests and their event history, including Pickup, Start/Stop, and Delivery date and time for each request. This also provides a map of the GPS location at the event time for review.

Request Import

The Request Import allows uploading of previous Requests from a .CSV file.

Setting up your Import

1. Navigate to "Settings" > "Import Format"

1. Click on [+ New Format]

1. The minimum required fields are the Format Name and all fields with a "0"

1. Match your fields to the corresponding number of the column in your export with the column containing that information on your CSV

1. Click [✓Update]

Importing Ticket Data

1. Navigate to "Tickets" > "Ticket Import"

1. Select the ticket import Format, Import File (CSV), Region, Location and Yard

1. Click [Upload]

1. Go over the import and the CSV to correct any errors if present

1. Once all errors are cleared, the tickets will have green check marks next to them

1. Click the [Save] button

1. The tickets should now be imported and viewable from the Ticket Query

As of Sept. 1st 2024 we updated our web portal to include new pricing and repricing options for tickets. This article will lay out where these tools can be found and how to utilize them.

Where the tools are located and how they work:

Ticket Query

There is now a "Pricing" column in the ticket query:

You will see the button in the pricing column until you batch your tickets. Once you have batched your tickets you will see the following in the pricing column:

Clicking the button in the ticket query will pull up Edit Ticket Pricing window:

Edit Ticket Pricing pop-up

First lets look at rates and the Lock Rate option:

Changing the rate in this pop-up will change the rates for the particular ticket when it comes time to batch your tickets. You may check the "Lock Rate" box to lock any or all of the rates on a particular ticket to ensure the rates do not get updated when batching via the Reprice Checkbox on the New Billing screen, more on this later.

Next lets look at Tax Code, Update Tickets, and the Update Order Product checkboxes:

You may use the Tax Code drop down to change the Tax Code on the particular ticket. If you need to change the tax code on all of the unbilled tickets on an order for a particular products you can check the Update Tickets checkbox to accomplish this. Checking the Update Tickets checkbox will update the tax code on all unbilled tickets that share the same order product.

The Update Order Product checkbox will take any changes you made to the ticket and apply them to the order product for any future tickets ran on the order. This will also allow you to make an edit to a single ticket and reprice in bulk while in the new billing screen via use of "Reprice Selected Tickets" or the Reprice Checkbox. See New Billing Reprice for more on this.

Edit Ticket Pricing for different Pay Types

Orders

There are two places within an order that include repricing tickets, the first is in the Update Products window:

Click to open the Update Products window:

This window allows you to easily update all products on an order. Take care to notice the Reprice Unbilled Tickets checkbox here, as if you leave this checked once you click "Save" all of the unbilled tickets for that order will reflect the new rates that were set. See Orders if you would like more information on the fields in this window.

The second place to reprice tickets is in the order product edit screen:

You can now use the order product edit screen to reprice all unbilled tickets for a particular product on an order. You may also uncheck this box if you need your current unbilled tickets to maintain the previous pricing.

Billing - New Billing

There are three places in the New Billing tab of the Billing screen that allow you to change ticket pricing, and the first is another Pricing column similar to the Ticket Query:

When you first click the button you will see the following pop-up:

This pop-up is to alert you that the tickets that are checked as selected will be reset. In this case, if you were to only have one ticket selected and click "Ok" on this pop-up it will reset to all tickets being checked. Once you click "Ok" you will be met with the same Edit Ticket Pricing pop-up from the Ticket Query.

The options here function the same as the Edit Ticket Pricing from the Ticket Query.

The next two places in the New Billing screen that you will find repricing tools are the button and the Reprice Checkbox():

Reprice Selected Tickets Button

The Reprice Selected Tickets button will reprice all tickets selected in the billing screen to match the pricing that is set on the order product. This action is completed immediately after clicking the button, so ensure you are certain you would like to change pricing before clicking the button.

If you typically run Pre-Billing Pricing Verification reports before batching tickets and your ticket pricing seems off on the report we recommend Repricing Selected Tickets and double checking the report. This typically sets the pricing to what is expected.

Reprice Checkbox

The Reprice Checkbox functionally does the same thing as the Reprice Selected Tickets button, however the action is completed at the time of creating a batch. If the Reprice Checkbox is checked, then when you click the button the tickets being batched will be repriced to match what is set on the order product.

The Ticket Bulk Edit tab allows you to query and edit multiple tickets in one go. Find the tickets you would like to edit by using filters just like in the Ticket Query.

Once you have queried for the tickets you are looking for, you can use the or buttons to either select every ticket present in the table or clear all selections to easily pick the specific tickets you would like to edit.

Editing tickets in Ticket Bulk Edit

You can make any changes to Region, Order, Description, Product, Tax Code, and Ticket Date that is necessary.

You can change PO Number, Job, Phase, and Cost Type though these fields are not required.

Once you have made any necessary changes click the button, and the tickets will now show the updated information.

Here you are able to create projects for use with setting up a quote or multiple quotes. You can click + New Project to create a new project, and you set the Project Name, Project Description, Owner Name, and Start Date. The Status will default to Active but you can change this if need be.

Once you have created projects you will see them in the table and be able to Edit or Delete them. If you have many projects you can use the Search function to find a specific project.

Now you are able to add quotes to a project when creating a quote!

The Customer Credit section allows you to apply credits or debits from your customer accounts. These could be manual adjustments for applying a "good customer" credit, an over payment on an invoice, or deductions for various fees.

When selecting a customer, you will need to click the search icon and select the customer from the list, or enter their customer information in the new window.

Then, you will apply the credit or debit by clicking the [+New Transaction] button.

In the new window you will select between the transaction date and type, then apply the amount and a description of the transaction as a reference. A transaction date can be selected for a future date if you wish for the credit to be available at a later time.

After the transaction has been saved by clicking [✓Update], it will reflect those transaction details in the main table, including the date, type, description, amount, the created date, and the user who initiated the transaction. This information can also be referenced through our reporting tool under the Accounts Receivable category.

Here you can set Region, Location, and Through Date to see specific inventory data. There is a table with the relevant products on the left side of the screen, and the associated graph of the product inventory on the right side.

Table

The table will provide the Region, Location, Yard, Product, and Current Inventory. You may click any of the column headers to sort by ascending or descending.

Graph

This graph provides a visual representation of the current inventory of the filtered products. You can hover over the bars to get the numerical value, and you can filter down how much information is shown here by setting the Region, Location, and Through Date.

The Y-axis is Units and the X-axis is the products.

Jobs

With the job table you can see jobs that have already been created. If you click + New Job you will be able to create a new job by filling out the following window:

• Job #: Give the job a unique number

• Company: Name or ID of company job will be for

• Description: Give a brief description of the job here

• Active: If checked the job will be able to be included on orders

Phases

To be able to see phases you must have a Job highlighted. If the Job was just created your Phase Table will be empty and you can hit + New Phase and fill out the following window:

• Phase: Can be alphanumeric and adjust to your company's needs

• Description: Brief description of the phase

Cost Types

Truck Adjustments allow you to add or deduct from a Hauler payment based on Types that you have created in the Setup menu. These adjustments are applied by selecting Hauler Pay>Truck Adjustments and then clicking the [+New Adjustment] button. This will open a new window allowing you to select the desired parameters. If your organization has a hauler operating in more than one Region, you may have different Types created that will need to be associated between Regions depending on the order location.

In the above example, our Hauler will be paid $3.00 per Gallon of fuel while operating the Belt Region.

Enable Inventory Tracking on Products

1. Navigate to "Resources" > "Products" > "Products & Pricing"

1. Select the product in the Product Listing table, then click the [✎] button on the Location in the Product Locations table

1. Check the Track Inventory box

Setting Initial Inventory Quantity

1. Navigate to "Inventory" > "Inventory"

1. Select the Region and Location that your product is in and hit [Refresh]

1. Select the product and click the [+New] button

1. Set the Entry Type as "Set Inventory", enter a Date and Quantity

1. Click [✔Update]

Tracking Inventory

Fast-Weigh will automatically track any ticketed Inbound and Outbound orders for these products.

The lower table will show the Outgoing and Incoming amounts as well as the number of tickets.

Manual Adjustments - Receiving Inventory

Products that are supplied to your locations by other vendors, freight, or rail and are not ticketed via Fast-Weigh will need to be applied by a Manual Adjustment called Receiving. This can be done the same as setting the initial quantity. If you are you are adjusting the Current Inventory without an incoming amount, skip to the next section.

1. Search or Select the product from the main table, and then click the [+New] button in the lower table.

2. In the New Adjustment window, select the Receiving option in the Entry Type drop down, enter the quantity and adjust the date as necessary.

3. (Optional)Enter any necessary information helpful to identify the incoming amount, such as an external ticket or where the product was sourced.

The Receiving/Incoming column will reflect this adjustment, as well as the Current Inventory column.

Manual Adjustments - Adjustments

Adjustments should be used when the quantity is changed or verified to be different than the tracked amount. Perhaps a truck was filled with the wrong product, dumped, and then filled with the correct product before leaving the Yard, but no Inbound ticket is created to "return" the material.

1. Search or select the product from the upper table.

2. Click the [+New] button in the lower table.

3. In the New Adjustment table, select Adjustment from the Entry Type drop down.

4. Enter the Quantity and adjust the date as needed, and include Notes or Reference information if necessary.

   This adjustment is now reflected in the table in the Adjustments and Current Inventory columns.

If a Set Quantity, Adjustment, or Receiving action is made in error, selecting the [✖ Delete] button on the far right of the table will allow you to remove the record. You will be prompted to confirm as a caution.

The previous action will be removed from the lower table.

Tracking Inventory

Fast-Weigh will automatically track any ticketed Inbound and Outbound orders for these products.

Here you are able to mass select orders to quickly change many order's status to inactive or closed. Typically used for old orders, and you are able to filter down by setting a Last Haul Date, Region, and Customer.

• Last Haul: Will query orders that have not been ticketed for within the given time

• Region: Narrows down search to only include set region

• Customer: Narrows down search to only include set customer

• Include Open Orders: Check this to include orders that are set as open to price updates

• Set Selected To: Update the order to be inactive or closed

Once you have set parameters and clicked Refresh, the table will populate with orders you can change the status for. If you click the arrow on the left of the table it will expand the order to show details regarding the product(s) on the order.

Once you have selected all of the orders you wish to change the status of you can click the Save button in the top right.

Here you are able to make bulk edits to the License Expiration, Insurance Expiration, Status, and any UDFs you have set up for trucks.

The Bulk Edit screen defaults the presented trucks to those that have an Active status, and defaults to showing All haulers. You may change these to view trucks you have set to Inactive, or you can narrow down the results by selecting a specific Hauler's trucks to be returned in the table.

As an example I have set the Hauler to our Quarry's Loading Hauler, as the two trucks under that hauler have hit their expirations.

We will be updating the License and Insurance Expirations, as well as changing the UDF "Test" value. Utilizing the calendar dropdown you are able to set the new dates, and if you are using any UDFs you may enter an appropriate value for your company's needs.

Once you have updated the relevant information simply click the "Save" button.

Here you are presented with three different graph views; Count, Amount, and Awarded by Salesperson. As well, there is a table view with two different tabs you can view; Salesperson and Customers.

The first chart, Count, presents a pie chart that breaks down what stage your quotes are in. The stages, Pending, Awarded, Bidding, Accepted, and Rejected/Expired will be broken into percentages on the chart, as well as having their numeric value listed to the left of the chart.

The second chart, Amount, is a breakdown of the cash value of each stage mentioned above. The chart will show a percentage of cash value for each stage, and to the left of the chart it will show each stage and their total cash value.

The last chart, Awarded by Salesperson, shows the number of quotes awarded on the Y-axis and the salesperson associated on the X-axis.

You are able to use the filter parameters at the top of the page to narrow down to a specific Region, Location, Product, and Salesperson. You can set specific date ranges using the date selectors, as well as using the MTD, YTD, and QTD buttons.

You are also able to create a new quote from the dashboard by clicking the in the top right.

You can alternate between a Salesperson and a Customer view of the table at the bottom of the dashboard screen.

The first tab of the table view, Salesperson, lays out all of the stages of quotes per salesperson. Each stage column shows the number of quotes in that stage, as well as the cash amount for each stage. At the bottom of the table, it has the totals for each number of quotes and their cash amount.

The second tab of the table view, Customers, is similar to the Salesperson tab. The only difference is that this table lays out all of the stages of quotes per customer. This gives you the Customer ID and Name as well as the number of quotes and their cash amounts.

The Tracking Query provides a more precise view of your dispatched drivers and the actions taken on their route. This menu will allow you to specify the Region, Hauler, Truck, and date range for their activity, as well as defining their Last action or All actions. You can further define this by selecting the Type to display their Pickup, Delivery, and Tracking. After inputting the desired parameters, you can use the [Query] button to review the information in the table, or use the [Map Results] button to view the results represented on a map. Using the Tracking Query can be helpful to provide a timestamp of your dispatches to provide updates to your customers or review any issues or delays in your deliveries.

Map Results

When clicking the [Map Results] button, this will display all results from the table. The map can be zoomed in or out to provide more or less information in the area selected, and over over an icon will provide information related to the dispatch.

Query Results

When clicking the [Query] button, the table below the parameter selections will display the results of those selections. You can further search these results by using the Search field at the top left, or by using the Filter icon for each column.

The columns available will provide the following information:

• Hauler: The Hauler associated with the dispatch.

• Truck ID: The truck actively used on the dispatch.

• Type, Date, and Time: The action taken and when it took place.

• Map - A visual representation of the action taken. Clicking this icon will display the location of the action.

Live Tracking with Requests will allow you to monitor your Trucks as they progress on their assigned Dispatch.

In the Live Tracking menu, you can view your active haulers as they progress and complete their dispatches. This page will display their current location, as well as what route they've taken to their destination and when they started and stopped their haul.

Overlays

Within the headers at the top of the page are a few optional overlays. These allow for more active dispatchers to view real time conditions, such as Traffic and Weather.

Traffic

The Traffic overlay will display various issues affecting the roadways that your trucks and haulers may use when dispatched. Clicking on an icon will provide the reported issue, such as roadwork or traffic delays and accidents. This can be beneficial for providing updates on a delivery to your customers, or helping the driver navigate through these delays with alternate routes, if available.

Weather

The Weather overlay can help to provide a view of any expected or unexpected weather in the delivery area, or route that your drivers may need to take as they complete their dispatch.

Here you are able to see a table view with all of the trucks that are currently In-Yard. You will see the Truck ID, Hauler, Beacon ID (if applicable), when the truck entered the yard, when the truck was loaded, how many minutes in yard, order details if the truck is assigned to an order, and the Loader ID.

Applying Filters

• Region - Drop-down menu for Region selection

• Location - Drop-down menu for Location selection, a Region must be selected for this menu to populate

You can utilize the filter funnels at the top of the table to narrow down your search further.

Below is an outline of each item on the table:

• Truck ID - The ID of the truck

• Hauler - The hauler the truck is associated with

• Beacon ID - I don't remember what the specific hardware is called for this

• Entered - When the truck has entered the yard

• Loaded - When the truck was loaded in the yard

• Minutes - How many minutes that the truck has been in the yard

• Order #- The order number assigned to the truck

• Order Description - The description/title of the order assigned to the truck

• Customer - The customer associated with the assigned order

• Product - The product that has been assigned to the truck

• Loader ID - The ID associated with the loader that loaded the truck

You may also remove any trucks from In-Yard by clicking the button.

Truck Adjusments

This area allows you to add or deduct from the Hauler Pay based on preset values entered during Setup. You would typically use this for any rate changes or unforeseen costs that a Hauler might encur during delivery such as toll roads.

Statements

Similar the screen, this allows you to generate a new Hauler Payment, review previous payments, or batch and invoice tickets.

Setup

Table of Contents

• Truck Adjustments

• Statements

• Setup

Truck Adjustments

Adjustments can be made to hauler pay rates after creating the type of adjustment during Setup. These adjustments can be created for various reasons, such as extra miles or minutes driven, or unforseen costs related to toll roads.

Statements

The Hauler Pay module allows you to organize groups of tickets into batches for invoicing a Hauler, much like the Invoicing module, based on Haul Rates set for orders.

Setup

Setup allows you to create or edit Hauler Pay adjusments as additional costs or deductions.

Running Reports

Our reporting tool allows you to pull production reports across a variety of of preset categories. Selecting the primary and subcategories will allow you to select the parameters listed on the right of the screen, providing granular control of the information presented. Clicking Refresh will return the requested information.

Scheduled Reports

Scheduled Reports allows you to automatically generate and deliver a variety of reports for internal staff, customers, and haulers at intervals you set. Scheduled Reports can be sent to any valid email address, not just portal users. This provides a simple solution to acquire requested information at a time that is convenient to you instead of manually running them. For example, requesting all Voided Ticket Transactions at the close of business, or the Hauler Pay Summary at the end of the month.

Custom reports can also be generated with the Scheduled Reports module. If you do not see your Custom report, or would like to request a Custom report, please reach out to our Support team.

Analytics

Analytics provides a visual insight to your organizations data with easily digestible charts and reports for categories like sales, trucks, customers, products, and more.

Custom Reports

Custom reports are available if a Default Report does not contain the information available from your organizations data. This can be anything from including or removing a surcharge price, discount or credit, or providing a daily report of trucks and orders.

Here you are able to filter down which products you are tracking inventory for by setting a Region, Location, and a Through Date.

Once you have established which parameters you would like to filter by the associated products will populate in the table below. You can select one of the products on the first table, and this will populate the Set/Adjust/Receive and Tickets table at the bottom of the screen.

In the Set/Adjust/Receive table you are able to create entries for your inventory. These entries are, just as the name of the tab implies:

• Set: You can set your starting inventory with this

• Adjust: Used to adjust inventory - Use positive values to increase inventory and use negative values to decrease inventory

• Receiving: Used to account for receiving inventory if you are not utilizing inbound ticketing

You can set the Date, Reference, Quantity, and add a Note. Use the reference for your internal record keeping, and a note can be any useful additional information.

The Quantity is based on the units of your product (Yard or Ton).

In the Load-Out Dashboard screen, you are presented with two graphs:

You are able to filter the information presented on the table by selecting a Region and a Location. Setting a filter will show any relevant trucks or loaders on their respective tables.

Minutes In Yard Graph

This graph presents you with how many minutes your trucks have been actively in the yard. Trucks are set "In Yard" via the Desktop Ticketing App, and once they have been marked "in yard" they will populate in this graph. The minutes a truck is in the yard are represented along the y-axis, and the trucks are listed along the x-axis.

The trucks represented by blue bars are not loaded with material and are in the yard.

The trucks represented by green bars are loaded with material and are in the yard.

Loads Per Loader Graph

This graph represents how many loads a Loader has completed in a day. Along the y-axis are the amount of loads, and along the x-axis are the loaders.

Here you are able to create variable custom freight and hauling rates to be assigned at the ticketing level.

Setting up Haul Zones

You must first select Region and a Location to create your haul zone. Haul Zones are tied to Locations. Once you have done this you can click + New Haul Zone and fill out the following:

• Name: Give your haul zone a name

• Description: Provide a brief description about the haul zone

• Freight Charge Rate: Amount customer pays for shipping of material, and can be set to per unit or load

• Hauler Pay Rate: Amount owed to an external Hauler, and can be set to per unit or load

• Active: Leave this box checked if you intend to use the haul zone

• Update once you are done

Editing Haul Zones

Find the haul zone you would like to edit in the table and click Edit.

This will open a window identical to the New Haul Zone window where you can make changes to the selected haul zone.

Deleting Haul Zones

Find the haul zone you would like to delete in the table and click Delete.

Exporting Haul Zones

If you would like to get an Excel sheet for your records you can click Export to Excel to download an Excel sheet that looks like the below sheet.

The Tax Codes menu allows you to define all tax codes used within your company’s various locations. Tax codes should correspond with those set up in your third-party accounting system.

The table provides an overview of all tax codes created or imported to Fast-Weigh, and displays all available information entered.

When entering a new tax code, you will enter the shorthand Code, description, and percentages for Material, Freight, and Surcharge as needed. If your accounting software utilizes GL, you can to enter that information as well, then click [✓ Update] when finished. This information can be adjusted at any time by clicking the button.

Tax Code Group

Tax Code Groups allow you to group entered codes to be selected when creating orders. This is useful when working within areas that may have multiple city, county, or state tax options, or when your organization needs to consolidate between regions or locations.

Clicking the [+New Group] button will allow you to create a new group, which you will then select the desired tax codes to be contained in this group.

Tax Sub Codes

Tax Sub Codes can be entered as a "secondary" tax to handle additional VAT, City, or local taxes. This can be enabled in the . Enable Secondary Tax by going to and checking the "Use Secondary Tax" box under Other Settings. Then, navigate to Resources > Tax Codes and add or edit a tax code to include secondary tax.

The Setup page allows you to create the Adjustment types that will affect Hauler Pay.

To create a new adjustment, click the [+New Adjustment Type] and then enter the Type, Units, and Adjustment as an Addition or Deduction. Once an adjustment has been created it can be edited or deleted at any time.

Navigation

When you first log into the Web Portal, you will see the Home Screen Dashboard:

Depending on your User Role, Restrictions, and currently subscribed modules, the Tabs visible at the top of your screen may vary.

Any Tab with the Triangle Symbol indicates that it is a menu. Hovering over it will display more options to choose from.

The Person Icon in the Top Right allows you to access User Account settings

Some pages (such as the Product Pricing Page) have multiple views, shown as file tabs:

Delivery Query and Map Results

Here you are able to view tickets that have been delivered or are currently still in transit.

You are able to filter by Region, Location, Date, Status, and Order # to narrow your search down.

To view tickets that are only a part of a POD order leave the POD Orders Only box checked. If you uncheck this box you will see tickets that are not a part of a POD order.

Each status is the following:

• Not Received - The ticket is still in transit to the delivery location

• Accepted - The ticket has reached the delivery location and has been accepted by the recipient

• Rejected - The ticket has reached the delivery location and has been rejected by the recipient.

• All - This will show all ticket statuses

If you click the button you will be able to view a map of where the ticket was received.

If you hover over the Ticket # in the Map Results you will be able to see some details on the delivery:

You will see the ticket number, who it was received by, and the date and time.

Map and Archived Ticket

Another way to view where a ticket was received is by clicking the button in the Delivery Query Table. This will pull up the same Map Viewer from earlier but show only the specific ticket you are looking at.

You may also view an archived ticket by clicking the button. This will download a PDF of the material ticket.

Image and Signature

Typically a Hauler is going to be a carrier, trucking company, or customer that owns that trucks in which you will be ticketing. You can also think of Haulers as a folder that one or multiple trucks belong to.

Here you are able to create haulers, as well as edit, delete, and assign existing haulers.

You can create a new hauler by clicking the + New Hauler button in the top right of the hauler table. The following window will pop up:

The only required fields are the Hauler ID and Name. Below are brief descriptions of each of the fields:

• Hauler ID - A shorthand ID for the Hauler

• Name - Full name of the Hauler

• Address - Fields for the Hauling Company's address.

• Contact Information - Fields for the Hauling company's main contact

• Vendor AP Num - Field to store Hauler's Vender AP number if one is to be used

• Hauler Type - Field to differentiate Haulers as External, Internal, or Other

  • External - Outside company is hauling material

  • Internal - Your company is hauling the material

  • Other -

• Insurance # - Field for Hauler's insurance policy number

• (Insurance) Expiration - Set date for Hauler's insurance expiration

  • This applies to any truck within the Hauler

• Workers Comp # -

• (Workers Comp) Expiration - Set date for Workers Comp expiration

• Certification # -

• (Certification) Expiration - Set date for Certification expiration

• Enable Dispatching - Allow trucks within the Hauler to be used for the Dispatching feature

• All Regions - If checked, Hauler can be ticketed on in any region. If unchecked you are able to pick specific regions you would like the Hauler to be able to be ticketed on.

• Active - If checked, Hauler is available to be ticketed on. If unchecked, Hauler will be unavailable and not populate in ticketing app.

• Allow Overloaded Trucks - Future use in newest ticketing app

• Use Tare on Inbound - Future use in newest ticketing app

• Days Tare Valid - Future use in newest ticketing app

Once you have filled out the relevant fields you can click Update to add the Hauler.

Here you are able to assign trucks to particular Orders and Order Products, and this makes it easier to ticket on this truck as the scale operators will only need to enter the Truck ID when ticketing on the assigned truck.

When you click on the Assignment tab you will see a table with all of your assignments listed, and you are able to Search or use the Filter Funnels to narrow your search to a specific assignment. You are able to clear an assignment by clicking the "X Clear" button in the assignment table.

Adding a New Assignment

To add a new assignment click the "+ New Assignment" button on the top right of the assignment table:

Once the new assignment window has popped up you may fill out the information for the truck assignment:

• Region - The region the order and customer for the relevant product to be selected

• Order - The order for the relevant customer and product to be selected

• Product - The desired product you would like the truck to be assigned to

Once you have filled out the above fields you just need to check one or more trucks to be assigned to the order product, and once you click "Save" the truck(s) will now be assigned to a specific order product!

Assignment on Ticketing App

Here will just be a quick example of how the truck assignment translates to the Ticketing App, and how it will look to the scale operator ticketing the trucks.

Above is how the ticketing app appears before ticketing. The truck assignment cuts down on the time it takes to set up a ticket for a specific truck. Using the example in the previous image of the assignment table:

When ticketing on a specific truck that has been assigned to a product, the ticketing app will automatically fill out the Customer, Order, and Product fields so that the operator should only need to enter the weight of the truck.

Clearing an Assignment

To clear an assignment simply click the "X Clear" button in the assignment table on the assignment you wish to clear.

Click "Ok" on the pop-up and the assignment will be cleared, and once the Ticketing App has been synced the truck will no longer populate the Order, Customer, and Product automatically.

Scheduled Reporting allows you to automatically generate and deliver a variety of reports for internal staff, customers, and haulers at intervals you set. Scheduled Reports can be sent to any valid email address, not just portal users.

• To get started, navigate to Reporting > Scheduled Reports

• Click on the [+Add Report] button to create a new Scheduled Report.

In the new window, you will be able to select the report type, interval, and the recipients.

• Report Type: Select from the standard list of reports or a custom report.

• Category: Select for Internal, Hauler, or Customer facing reports.

  • Internal: Shows reports that are commonly used to track internal operations

  • Hauler: Shows reports that would be useful to send to your haulers.

  • Customer: Shows reports with information useful to your customers.

• Report: The report that will be run. Please review a list of our default reports available with the report scheduler.

• Scheduled: The time period this report should run between Daily, Weekly, or Monthly.

• Hour: The hour the report will be generated.

• Timezone: The desired timezone. If your organization operates between time zones, running a report before the last close of business will not include that location until the next scheduled time.

• Date Range: The date range the report will reference.

• Customer/Hauler: This is where you set which Customer or Hauler information the report shows (these options will only appear if you set the Category to Customer or Hauler).

• Output Format: The format the report will display when generated between .PDF or Excel.

• Email Addresses: The end user email addresses that will receive these reports. This is not exclusive to your portal users, so emails outside of your organization can be entered here.

• Preview: This will provide a preview of the report to be sent when it is created, allowing you to determine if the selected values or report provides the information needed. Scheduled reports will appear in the table on the when clicking into the Scheduled Reports tab once they are created, and can be edited, deleted, or run at any time.

Here you can build an interface with files from an older ticketing system, or with an external company's ticketing data you need to record.

You will first need to create your import format before you can import tickets.

• Format - The import format you created for a given customer.

• Region - The appropriate region that will apply to the customer you are importing tickets from.

• Location - The appropriate location that will apply to the customer you are importing tickets from.

• Yard - The appropriate yard that will apply to the customer you are importing tickets from

• Overwrite Date - If you would like to overwrite the date that is in the import file, you may set that here.

• Overwrite Hauler - If you would like to overwrite the hauler that is in the import file, you may set that here.

• Add New Trucks - If the truck(s) listed in the import file aren't already, you may check this box to add the truck(s) to your Fast Weigh system.

Above reflects what the import table will look like with a successful import with no errors. Each ticket will have a green check beside it. You may also Edit or Delete any ticket in this table before Saving.

Above reflects what the import table will look like with errors. Each ticket with an error will have the red "x" icon next to the ticket number. The reason for the error will be listed in the Errors column next to the Edit button.

You can edit tickets in the import table by clicking the button:

You may also delete any tickets in the import table by clicking the button.

• Upload - This button will upload the tickets found on the import file to the import table

• Re-Verify - I'm not entirely sure at the moment

• Save - This will save the tickets in the import table to the Fast Weigh database, and the tickets will be able to be viewed from the Ticket Query

• Cancel - This will cancel the import and clear the import table

Utilizing Microsoft Power BI, our Analytics module contains the most powerful reporting tool used by Fast-Weigh, providing you with organizational data pulled from each module enabled with your Fast-Weigh account.

Each module allows you to review a variety of metric data generated by your organization. Some of these useful reports include Quotes Won, Product Usage, and Orders by Customer.

Using Analytics, you have more control over the data requested and how this information is relayed using pre-built charts and graphs. Each Category has its own submenu at the base of the main window. This allows you to segregate the information by fixed parameters without needing to filter further. However, each menu does offer it's own filters, allowing more granular control over the requested information.

In the above image, we're using the Billing and Sales category, and have the Sales by Customer submenu selected. On the right section of this screen we have the option of filtering further to display information specific to this submenu. Each listing in the table to the left can also be collapsed to removing any unnecessary information.

Exporting from Analytics

Once you have your desired information available or narrowed down, you can export this various aspects of your data. Clicking the More Options will allow a handful of additional sorting features, as well as the option to Export.

Exporting between selections will vary. Some tables will be available as they are displayed, some as a summary, and others as the Underlying data. Exports can be made in both .csv and .xlsx file types.

If there is a specific section of data you with to export in a report, you can select "Show as a Table", which will isolate the information as a table and allow you to export only that information.

Pay Terms allows you to set up your payment terms and billing modes. These terms and codes should be set up in conjunction with your Accounts Receivable Terms Codes.

Billing Terms

These are used in each customer’s profile to further isolate records selected during a billing cycle selection. As an example you might setup the following billing methods:

Once Terms and Billing modes are set up, go to Resources > Customers and edit your customers to assign these Terms to each customer record.

• Adding a particular billing mode to a customer profile allows you to select tickets for billing based on the customer’s assigned method.

Fast-Weigh has a 3-tier operating location structure: Regions, Locations, and Yards. This allows flexibility for organizations of all sizes to manage their production. You may have as many or as few of each structure as you need to properly reflect your organizations needs.

Regions

This is the highest level of your organization. Generally, these are related to a primary or branch office, but can be used to segregate your area of operations between states or cities. Once a Region has been created, highlighting it again will show any active Locations in this table.

Any information necessary to your organization should be entered as accurate as possible.

• Name: The name of the selected region.

• Description: A brief description of the region.

• AR/AP Cost Center: Available from your accounting software.

• ERP/Accounting Code: Available from your accounting software.

• Remit Name: The name displayed on your invoice emails.

• Address Information: The address listed in your invoice remit emails.

• Phone: The primary contact number for this region.

• Email: The primary contact email for this region.

• Remit Note: Any information needed to convey in an invoice email, such as payment instructions.

• Quote Note: Any information needed to convey in a quote, such as further inquiry instructions.

• Email From: The email address that will display for the intended recipient.

• Email Reply To Addresses: Emails that will be redirected to when a customer replies.

Locations

Once a region is created, you will need to create a Location, which are the quarry or pit locations operating within a given region. Locations are tied to ticketing devices, so you will need to set up one for each device. Please email us at or call 865-219-2980 during business hours to purchase any additional licenses. Once created, highlighting a Location will show any active associated Yards.

The only information needed here is the Name field. While the others are optional it is best to enter as much information as possible.

Yards

These will be the various quarries or pits within a Location. You can create one or many Yards to organize your materials, but keep in mind each Yard will require to be setup.

Again, the only needed information is a Name for the Yard, but it is best to enter as much information as needed by your organization. When creating a yard, you also have the option of selected a geo-location by selecting one after clicking the [Map]. This will autopopulate the lat/long fields.

The Ticket Entry tab is a useful tool that can be utilized to enter tickets quickly. An example that would lead to the use of this tab would be if the scale house had to write paper tickets for a day or a portion of the day.

There are two sections to this screen. On the left is where you will enter the details of the ticket needing to be entered into the Fast Weigh database, and on the right is where the tickets will be stored until you are ready to save them to the database.

Ticket Entry in the Web Portal

Once you have filled out all of the necessary fields for the ticket you just need to click the button. This will store the ticket in the table to the right.

The ticket detail information will remain filled out with all the previously entered information except Ticket # and Net Units. This is so that you may enter multiple tickets for the same customer quickly.

Ticket Table in Ticket Entry

Once you have added your tickets to the table you have a few options. You can either Edit, Delete, or Save the tickets in the table.

To edit a ticket that is in the table you simply have to click on the ticket and the information on the left side will populate with that ticket's information. You may make any edits to this ticket and click the button.

To delete a ticket you just click the button. You will be given the following prompt:

If you are certain you need to delete the ticket you can click OK and the ticket will be removed from the Ticket Entry Table.

To save the tickets to the Fast Weigh Database click the button at the bottom of the table. Once you save the tickets to the database you will be able to view these tickets in your Ticket Query and bill/invoice them as you would any other ticket.

Reviewing Your Outstand Balances

The Balance Dashboard page allows you to review your outstanding invoices, check your Customers' Credit Standings, and navigate directly to the screen.

Across the top of the screen, you will see a complete overview of all of your outstanding invoices, organized by the number of days since the Invoice Date.

This page will also show a table of all Customers with Open Invoices, along with an option to drill down into the details of an Invoice. The customer view for this screen has a [Payment] button available if they are enabled for Self-Pay.

The table below the balance header displays the customer selected, or all customers if none are selected, and the following information:

• Terms: The billing terms set for this customer.

• Credit Limit: The credit limit applied for this customer.

• Invoices: The amount of invoices available for the customer.

• Balance Due: The total balance due from the invoices.

• Overdue Balance: The total balance due after the Due Date has been surpassed.

• Credit Standing: Provides a snapshot of the customers credit status

• Credit Status: The status set on the customer under Resources>Customer.

The Credit Standing button will only show when a Credit Limit has been set for a Customer.

Clicking on the Credit Standing button will bring a new window detailing the current credit status of the Customer—including any tickets that have not yet been invoiced.

Statements

There are a few options when selecting statements, which will allow you to print all available statements (which will provide .PDFs), sending all statements to the contact emails, or allow for individual statements to be viewed.

Print All Statements will provide all statements as a .PDF. Depending on the selection, you can select only statements that do not have an associated email address. This allows you to print a physical copy of the invoice to be sent via traditional mail.

Send All Statements will send all statements to the associated email. There is no prompt for this action to select specific emails. You will need to ensure that the customer has a requested email or other contact listed for invoices in their Resources>Customer profile.

Statement will allow you to view an individual statement from the highlighted customer line. This information is the same information listed in the table when clicking the arrow to the left of the Customer.

Though we offer a large number of default reports, ticket formats, invoice formats, quote formats, and hauler pay formats, we understand that some customers need highly customized reports to fit their operations.

Customized Reports

If your company needs to be able to view reporting information that cannot be generated using a default report, our reporting team can work with you to modify an existing report or create a brand new report to fit your needs. We can customize almost every aspect of our reports to make sure you get the information you need from your Fast-Weigh suite.

Additionally, we can modify or create reports to be used as . These work a bit differently than regular reports (since they do not use standard reporting parameters), so a custom report will require additional work by our team to copy over as a Scheduled Report.

Customized Tickets

We understand that your company may need scale tickets to reflect information specific to your business, so we offer the ability to use a customized ticket format. A customized scale ticket can be formatted to show additional information pulled from the Web Portal or hard-coded directly onto the ticket or to hide information that is not necessary for your business.

Customized Quotes/Invoices/Hauler Pay Statements

Our quotes, invoices, and hauler pay statements can also be completely customized. While our default formats display relevant information with a simple design, we can modify these formats to suit your needs. We are also able to make changes to the information that is shown on these reports, though we recommend keeping the costing information relatively close to the default formats.

With the Fast-Weigh Invoice and Payments module, you can handle invoice payments directly through the Fast-Weigh Web Portal via Cash, Credit, or ACH. Streamline your material sales and payment collection process. Fast-Weigh AR & Payments offers low-cost processing rates with no hidden fees and allows you to deposit funds in the bank of your choice.

Invoices

From the Invoices tab, you can review all of your Open, Settled, or Credited Invoices. If you wish to close an Invoice without payment, you can Settle the Invoice. Once an Invoice has been settled, you will have the option to re-open it from this screen. You also have the ability to post adjustments to your invoices prior to accepting payments for discounts or any missed fees that may not have been applied. These adjustments are made in the Invoice Adjustment Types menu.

The invoices page contains all invoices between the entered dates. This may result in multiple entries for the same customer. Clicking the arrow next to the customers name will expand this menu, allowing you to view the tickets contained in the invoices and their totals.

The two furthest right columns allow for a review of an invoice or adjustment an invoice. When clicking to view an invoice, you will be prompted to select a report type. If you have more than one report type, you will need to select the correct version.

To edit or adjust an invoice, select the button. This will open a new window, allowing you to select the Invoice Status and apply adjustments and/or notes for the settlement.

Invoice Statues

When selecting an invoice status, you will have the option of selecting from three different types: Open, Closed, and Settled.

Payments

The Payments menu allows you to review payments made on your invoices or issue refunds.

Similar to the Invoices screen, the information presented can result in multiple entries for the same customer, and clicking the arrow to the left of the customer will display the payment information. Instead of viewing the tickets associated with the invoices, you will see the total value of the invoices and the batch name.

Receipt and Refund

Similar to the Invoice screen, the furthest two columns on the right contain the options to review or refund the payments made. If a payment is made, the Receipt button will provide a .pdf including the payment details present on the main table.

A Refund can be issued on any payment, but you must select a method in which it is issued.

Original Payment Method: Returns the payment to the origin source for credit cards or ACH payments. Cash and check payments

Apply to Customer Credit: Refunds the payment total to the selected customers account as an available credit.

Refunds cannot be undone, so it is best to review all information prior to issuing one.

The Resources tab contains all the information your organization needs to use Fast-Weigh, including the customers, products, and locations which you will be ticketing on.

Customers

The Customer view will show a snapshot of all of your customers, and allow you to add, edit, or delete them as needed.

External Customers

If you are migrating your customer base to Fast Weigh from another system, you can use the + External Customer import option. You can view a sample of the import format here.

New Customer

When adding a new or potential Customer to Fast Weigh, this area allows you to insert key information useful to managing their account, such as contacts within their organization, billing terms and tax codes, and their preferred payment method.

Products

Products & Pricing

The Products & Pricing sub-menu allows you to setup products, pricing templates, assign locations, or apply a surcharge. Products are setup in the Product Listing to contain a product ID and a unit of measurement. If you have created a product category, you can assign this category to each product. This is helpful as a reference for products that you may not use often or are entered as measurements.

The Product Location is used to assign a product to a single location or multiple, allowing the product to be used when ticketing at those locations.

Pricing Templates are used when you are setting up the Product Pricing. After creating the template in the Product Setup tab, you will select the Template from the dropdown menu, and then adjust the pricing.

Product Categories

Creating a Product Category will allow you to assign Products to a certain group. For example, you may be using multiple types of stone or gravel. Differentiating between the two when creating pricing becomes easier when a category for either is selected.

Locations

Regions

A Region can be associated with a state, business, or other geographical location. Think about this as a house, while the Locations would be the rooms, and the Yards would be the beds. Clicking Region will show the Locations associated with it.

Locations

A Location would be the primary location of the pit or quarry that operates within the Region. The Locations are tied to ticketing devices, which will need to be set up before the Fast Weigh Desktop Application can be used. Clicking into the Region will show the Locations associated with it, and clicking Locations will show the associated Yards.

Yards

Yards associated with each Location differ in the material being provided or received. Each Yard will need to have its own Product Pricing and Product Setup completed before Orders can be placed.

Billing

Tax Codes

Tax Codes are used internally when associated with a product or customer based on their Location. These can include a Material, Freight, or Surcharge. A Secondary Tax Rate can be used to associate any VAT, city, or local taxes. This can be enabled in the Portal Settings.

Pay Terms

Payment Terms are used in Billing to associate with Customers billing periods. After creating the term, you will associate them with the Customer.

Billing Modes are used within each Customer profile to further isolate records selected during a billing cycle. Adding a particular Billing Mode to a profile allows you to select tickets for billing based on the assigned method.

Price Adjustments

With Price Adjustments, you can easily establish pricing adjustments and add them to multiple order and quote products. Price Adjustments can be set up using multiple calculations, and then up to three can be applied per product.

Invoice Adjustments

Invoice Adjustments are used when applying a percentage charge or credit on an invoice. For example, a Tax Exempt Credit Card Processing Fee, Late Payment Fee, or a Payment Discount.

Customer Payment Info

Customer Payment Information such as Credit Card or ACH can be stored to use as Default payment types.

Pay to User Assignment

Pay To User Assignment is used to associate payment terminals to customer or users. Fast-Weigh recommends Basys payment systems. Please contact the Fast-Weigh support team to assist with this integration.

Truck Types

Truck Types can be entered as defaults when setting up new Trucks for customers or Haulers. This will apply the Weight, Volume, and Tare when selected.

Salespeople

This section allows you to add and manage members of your team assigned to submit quotes, orders, and customers, as well as reports.

Inspectors

This section allows you to add and manage Inspectors, granting them access to your Web Portal as well as approve or deny Proof of Delivery tickets.

Quotes will allow you to manage a majority of the information for your quotes. You can set filter parameters, Status, Region, Location, and Project(will detail later in this article), at the top of the screen to see specific quotes of interest. There is also a Search function at the top of the table.

You have the ability to create new quotes by utilizing the + New Quote button. Here you will fill out all the relative information for the quote. This screen is similar to creating a new order, and will also create a quote number that is automatically applied once the quote has been saved. The create a quote, the following will need to be entered on this screen:

• Project (If you have any created)

• Description

• Status (Defaults to Pending but may be changed if needed)

• Quote information (Region, Customer, Direction, etc.) similar to an Order

• Assign Salesperson

• Enter Delivery Info/Address if necessary

• Set a Pricing Template

• Set estimated Award and Start Date (optional)

• Set Creation and Expiration Date

• Save

Once you have saved you will see the quote number in the top left, and you will be able to add products by clicking either + Add Multiple Products or + Add Single Product depending on the quote. When adding products you will need to fill out the following:

• Location

• Yard

• Product

• Hauler (If you would like to restrict ticketing to a single hauler)

• Pricing Description

• Tax Group and Tax Code

• Unit Price (Will default to unit price of product but can be changed)

• Freight Charge Rate

• Hauler Pay Rate

• Surcharge

• Adjustments (If you have any)

• Order Quantity and Quantity Type

You may also want to add more specific Active and Expiration Dates which you can do while adding the product(s), as well as a Delivery Date. Once you have entered all relevant information you can hit Update.

You have the ability to add any necessary Notes and Documents by clicking on the Notes and Documents tab. You can click into the field under Notes to add a note, and to add any documents you just have to click + New Document and upload the relevant document.

Lastly, you can add Contacts by clicking on the Distribution tab and adding the relevant contacts. There you can add the contact information and preferred delivery methods. Once you have added a contact click Save and you'll be able to click Send to send the contact the quote.

You can also click the Copy Quote button while having an existing quote highlighted and begin creating another quote this way.

Narrow The Search

Utilizing Region, Location, From, and To Dates you can narrow down the information presented on the Home tab.

Once you have set the desired filter parameters you can click the button to display the filtered information.

Info Tiles

There are five different info tiles that gives general information at a glance

• Total Loads - The total amount of loads for the given filter parameters

• Total Units - The total amount of units for the given filter parameters

• Active Customers - The number of active customers for the given filter parameters

• Active Orders - The number of active orders for the given filter parameters

• Active Trucks - The number of active trucks for the given filter parameters

Tables and Graphs

There are five different tables and matching graphs you can switch between.

Products Table and Graph

On the Products tab, the table will have the following information:

• Product ID - The ID you have set for your product(s) in Product Setup

• Product - The descriptive name for your product(s)

• Loads - The number of loads for the product in the given filter parameters

• Units - The number of units for the product in the given filter parameters

The graph will have a bar for each product and reflect the number of units of a product.

Customers Table and Graph

On the Customers tab, the table will have the following information:

• Customer ID - The ID you have set for your customer(s) in Customers

• Customer - The descriptive name for your customer(s)

• Loads - The number of loads for the customer in the given filter parameters

• Units - The number of units for the customer in the given filter parameters

The graph will have a bar for each customer and reflect the number of units the customer received.

Orders Table and Graph

On the Orders tab, the table will have the following information:

• Order - The order number and description

• Customer - The customer associated with the order

• Product - The product associated with the customer and the order

• Loads - The number of loads on the order in the given filter parameters

• Units - The number of units on the order in the given filter parameters

The graph will have a bar for each order and reflect the number of units on that order.

Trucks Table and Graph

On the Trucks tab, the table will have the following information:

• Truck ID - The ID you have set for your truck(s) in Trucks

• Hauler - The hauler the truck(s) are associated with

• Loads - The number of loads on the truck in the given filter parameters

• Units - The number of units on the truck in the given filter parameters

The graph will have a bar for each truck and reflect the number of units on that truck.

Locations Table and Graph

On the Locations tab, the table will have the following information:

• Location - The location that has had tickets generated

• Loads - The number of loads in the location in the given filter parameters

• Units - The number of units in the location in the given filter parameters

The graph will have a bar for each location and reflect the number of units in that location.

Wrap-up and Tips

If you click the button to the right of any of the items in the table you will be taken to the Ticket Query to view all of the relevant tickets.

Each table will have total loads and units at the bottom of each respective column.

Finally, you can see a Units by Time graph that shows the number of units that have gone out over the time frame set in the From and To dates.

With the Fast-Weigh AR & Payments module, you can handle invoice payments directly through the Fast-Weigh Web Portal via Cash, Credit, or ACH. Streamline your material sales and payment collection process. Fast-Weigh AR & Payments offers low-cost processing rates with no hidden fees and allows you to deposit funds in the bank of your choice.

Payments

To pay an outstanding invoice, navigate to the New Payment page from Billing / AR > New Payment or from the Payment button on the Balance Dashboard page.

From the table on the Balance Dashboard screen, you can click the Payment button next to any Customer to apply a payment for that Customer. If selecting New Payment from the main menu at the top of the page, you will need to choose a Customer manually.

Invoices

The first screen you will see on the New Payments page will display any open invoices for the selected Customer that have not yet been paid.

On this table, the edit button allows you to modify the Amount to Pay if a Customer wishes to remit a partial payment or overpayment for an Invoice. The Remove button will remove a single Ticket from an Invoice. The Apply to Credit button allows for you to enter an amount from the customer credit balance to the selected invoice.

After the desired invoices are selected, you will see the payment menu refresh with the collected invoice totals. You will select the payment method and adjust the Payment Amount Total if necessary. In some cases, a customer may request an overpayment to be applied to their customer credit balance, which will reflect that amount associated in the field.

The Payment Date is the date the payment was made and will default to the current date.

The Reference Number will be available for Cash and Check payments and can be used to add in a reference number for your records.

The Payment Note is for any extra information that needs to be recorded with the payment.

When selecting the Payment Method for Card, you will have a new "Pay To" option added to select the payment processors. For assistance with the payment processors and terminals, please contact the Fast-Weigh support team.

• Cash: The Customer is paying in Cash, no extra action is needed in the Web Portal.

• Check: The Customer is paying via Check, no extra action is needed in the Web Portal.

• Card: The Customer is paying via Credit Card. When you click Create Payment you will be prompted to enter their Credit Card information to process the payment.

• ACH: The Customer is paying via ACH. When you click Create Payment you will be prompted to enter their ACH information to process the payment.

Tickets

The tickets menu displays "loose" cash tickets that have yet to be paid. Selecting these tickets will allow you to group selected tickets to be paid for the desired customer, then create and distribute the invoice to the contacts available. This does not create a batch - you will not find the tickets under New Billing.

The information differs from the invoices in that it contains the ticket information such as products and orders. After determining the correct tickets, select the desired tickets bu clicking the checkboxes to the left of the ticket number. The right of the cash ticket table will automatically calculate the Invoice Amount Total, and the Invoice Date will default to the current date.

When selecting tickets to invoice and then distribute, a contact may not be available for the selected customer. First clicking the [Configure] will display the available contacts, then by clicking the [Edit Contacts] button another can be added. Once the tickets for the Cash Invoice are selected and the Invoice Date is set, click Create Invoice to add the Cash Invoice to the Invoices tab. Once the Cash Invoice has been added, you can then submit a payment for the Customer.

Here you are able to view when trucks entered the yard and were ticketed out.

• Truck ID - The short hand identification for the truck

• Hauler - The hauler the truck is associated with

• Beacon ID - Beacon identification number associated with Beacon Hardware in/on truck

• Entered - Date and time the truck entered the yard

• Loaded - Date and time the truck was loaded by loader

• Loaded Min - How many minutes the truck was loaded while still in yard

• Ticketed - Date and time the truck received a material ticket

• Ticket Min - The amount of time between when a truck was loaded and when it received a material ticket

• Ticket # - The ticket number associated with the material ticket the truck received

• Order # - The order number associated with the material ticket the truck received

• Order Description - The order description associated with the material ticket the truck received

• Customer - The customer associated with the material ticket the truck received

• Product - The product associated with the material ticket the truck received

• Loader ID - The identification for the loader that loaded the truck

You can query by Region, Location, Date, Truck ID, and Beacon ID. You may also use the filter funnels in the table headers to make your search more specific.

Above is an example that shows when the trucks were marked in yard, when they were loaded, the minimum amount of loads, and when the trucks were ticketed out.

You are also able to see the Ticket # and Order details associated with the tickets the trucks were ticketed out on.

If you are using the Loader app you will also be able to see the Loader ID of who loaded which truck.

Finally, you are also able to export to Excel by clicking the button at the top of the table.

Here is where you are able to add trucks to the you have set up in your instance of Fast Weigh.

Above is an example of the Trucks page from one of our internal tenants. You are able to filter by Hauler and Status on this page, as well as use the Search or the Filter Funnels. These filtering options will be helpful for when you are trying to narrow down a specific truck.

You are able to Create, Edit, and Delete Trucks from this page, as well as upload and view any relevant documents for the trucks.

Adding a New Truck

Click "+ New Truck" to open the New Truck window:

The only required fields are Hauler, Truck ID, and Active, but you are able to fill out the rest to fit your companies needs. Below is an explanation for each field:

• Hauler - Select the Hauler that the truck is going to belong to

• Truck ID - The identifier for the Truck

• RFID/BLE ID - If you are using a RFID/BLE scanner you can set the ID in this field

• Driver - (Requires Dispatch Module) You can associate the truck with a driver you have set up if you have the Dispatch Module

• Driver Email - (Requires Dispatch Module) You may add the driver's email here

• Text on Ticket - Select if you would like to send a text to the driver when they are ticketed on

• Mobile Number - (Requires Dispatch Module) You may add the driver's mobile number here, and if you would like to Text on Ticket you must enter the number

• Active - Check to ensure this truck can be ticketed on

• Test - This field is a UDF, see our UDFs article to learn more about setting these up

• License - The truck's license plate number

• License/Insurance Expiration - Fields to store the truck's License and Insurance expiration dates

• Truck Type - Select the Truck Type, if you are using it - This must be set up prior to creating the truck in the Truck Types page in the Resources module

• Max Weight - Pound/Tonnage capacity for the truck that can be set to prevent overloading

• Target Weight - An ideal capacity for the truck that can be set

• Volume - Volumetric capacity for the truck that can be set to prevent overloading

• Tare - The weight of the truck while it is empty, you can set this up when first adding the truck and edit it at any time

• Load-out Drops - (Requires Load-Out Module) Set the number of drops the truck is going to take and the percentage of the total amount of product per drop

Once you have filled out the relevant information for the truck you are adding you can hit "Update" and the truck will populate in the table. Once the truck populates you can click the "View" button in the Documents column of the table to add relevant documents for the truck.

Adding Documents

When you click the "View" button in the Documents column a Documents window will pop up for you to add the relevant documents:

This window will show any documents you have added to the truck, and you can view or delete any existing document. Click "+ New Document" to add a document for a truck.

You just need to give a Title, Description, and add a File for the document to appear in the truck profile.

Lastly, you may also export the Trucks table to Excel for your company's needs.

Creating Hauler Statements

Under the New Payment tab , you can query tickets by a number of different search parameters and produce filtered groups of tickets to assign to a custom batch.

Typically, this would be done on a daily or weekly basis to correspond with your organization’s customer billing cycle.

Navigate to Statements > New Payment.

Query Tickets for New Payment

• Set the parameters at the top to view the orders and tickets you want grouped into a Batch to be added to a new Hauler Pay Statement

• For each Order, you can click on the arrow on the left of the table to drill into specific Trucks and view individual Tickets and Adjustments .

  • You should verify the data and make any changes as needed. The Edit button at the right of the table allows you to edit Tickets directly from the New Payment screen.

  • Be advised that any changes made to Haul Rates here will also be updated on the corresponding Order.

Batching Tickets

• Once the Tickets in the New Payment query have been verified, assign them a Batch Number via the field at the top right of the table.

  • Generally, this Batch Number will be in a date or Region + date format. This field is limited to 10 characters.

  • For example : A batch created for a region named “West” on 10/15/2016 could be batched as W-101516.

• Set the Invoice and GL (General Ledge) Date (if needed) for the Batch

  • The GL Date is only needed if your accounting system supports secondary Invoicing dates.

• Statement Numbers are assigned automatically and sequentially to each Hauler within the Batch

• Click Assign to create the Invoice Batch.

Payment History

Once a Batch has been created, the tickets will be removed from the New Payment tab and placed inside a Batch in the Payment History section.

On the Payment History screen, use the parameters on the top to view individual Batches or look at everything from a specific date range to Export them or send them directly to the Hauler.

• Export: This method allows you to export a .CSV file of statements that can be customized and imported directly to your accounting system

• Clear: Use this if you need to clear the batch so you can make changes and re-batch under the New Payment tab.

• Print: Allows you to print a PDF copy of a selected Batch.

• Email: You can email statements directly to Haulers.

You may also clear, print, or email individual statements within a batch by clicking the small arrow to the left of the batch row.

Billing

Billing allows you to batch tickets based on selected criteria to be invoiced or review your previous billings. You can adjust the Portal Settings to show a break on the invoice between different presets that can be selected when querying tickets. Billing History is also where the Credit/Rebill option is contained.

New Payment

Allows batching tickets across your customers, orders, locations, and dates. When creating a batch, it is best practice to list the Batch # as the date of the batch creation to reference easier.

Billing History

Allows you to review previous batches based on the date, batch number, or specific invoice. This area also allows you to begin the Credit/Rebill process.

Balance Dashboard

This section allows you to review pending payments and statements across your customers, and allows you to print physical copies or send emails to the associated customer contacts.

New Payment

Allows you to enter payments through the Web Portal for your customers balance based on the selected invoices and tickets.

Invoice / Payment Query

The Invoice / Payment Query functions similar to the Ticket Query. Having an invoice or Batch to reference will allow you to view the transactional data, apply adjustments, or update its status.

Payment Export

Similar to the New Payment batching, batching tickets and payments to export to your external AR software can be achieved in this section, which also allows you to review previous batches and their content.

Customer Credit

If your customer overpays, has a late payment, or requests a refund, this can be managed in the Customer Credit screen. Selecting the customer will display the amount owed, and will change based on the credit or debit option selected.

Filters and Grouping

The Ticket Query is going to house all of the tickets that are synced from your Ticketing Application. Here you are able to filter your search utilizing the filter parameters at the top of the Ticket Query screen.

Each of the filter parameters are as described in the following:

• Region - Specify region associated with the ticket - This must be set in order to filter by Order

• Location - Specify location associated with the ticket

• Yard - Specify yard associated with the ticket

• Customer - Specify customer associated with ticket

• Order - Specify the order that was ticketed on

• Product - Specify the product that was ticket on

• Hauler - Specify the hauler that was ticketed on

• Truck - Specify the truck that was ticketed on

• Ticket # - Enter a specific ticket number to find a single ticket

• MP Tkt # - Enter a specific ticket number associated with a Multi-Product Ticket to return all the ticket Ex. Entering MP Tkt #: 1001 will return tickets 1001.1, 1001.2, 1001.3, if you utilize a multi-product ticket

• Operator - Specify an operator to narrow down to one Ticketing App user

• Batch # - Specify a batch number the ticket(s) have been assigned to

• Invoice # - Specify an invoice number the ticket(s) have been assigned to

• Date - Set the To and From to specify a date range of interest

• PO Num - Specify a PO number the ticket(s) have been assigned

• Type - Set the type of ticket you are trying to view

  • Current - This filter will include all your most current tickets: Original tickets(Version 1) and the Rebilled tickets(Version 3)

  • Original - This filter includes all Version 1 of your tickets, even if they have been Credit/Rebilled

  • Credit - This filter will show any tickets you have Credit/Rebilled and will show Version 2, which is the Credit ticket

  • Rebilled - This filter will show any tickets you have Credit/Rebilled and will show Version 3, which is the Rebilled ticket

  • All - This filter will show all tickets, including original tickets and Credit/Rebilled tickets

• Voids - Checking the Voids box will show any tickets that have been voided, whether they have been voided from the web portal or the ticketing app

• Group by Columns - You can also drag any column and drop it on the "Drag a column header and drop it here to group by that column" to group by a specific column header

ETicket and Edit

The Ticket Query table provides all the information on the tickets that have been ran. You are able to print ETickets, Archived PDFs, as well as Exporting PDFs and an Excel spreadsheet of all tickets you have queried.

If you click the ETicket button on a given ticket it will download a PDF of the ETicket format of the specific ticket. This can be used for quick reference or any other company need.

To edit an individual ticket you can click the button to pull up the Edit Ticket window:

You may make any adjustments necessary to the ticket in this window, and you must leave a Revision Note before clicking Save. The Revision Note is to help keep record of edits to a ticket, and should be contain enough details to give reason for the edit.

Revision Notes and Archived PDFs

Scrolling to the right of the Ticket Query Table you will find other useful buttons, such as the Revision and Archived PDF buttons.

If you click the button the Ticket Notes pop-up window will come up:

This will show any notes related to the ticket, such as in the above example. The ticket was removed from an invoice, and then an Edit was made to the ticket and a Revision Note was left. This screen will show what Action was taken to create the note, the Revision Date, who the ticket was Revised By, and the related note.

If you click the button you will download a PDF of the ticket that was printed at the time of ticketing. This PDF will match the ticket that is printed at the scale house, and this can be useful for seeing differenced between an edited ticket and the original.

Image, Signatures, and Ticket Notes

Next to the Archived PDF on the Ticket Query Table you will see the buttons for Image, Signature, and Ticket Notes. These only populate if you are using a camera for the images, if you require driver signature, and if someone enters a ticket note either at the time of ticketing or in an edit.

If you click the button you will be able to view the image that was captured at the time of ticketing:

You are able to rotate the image as well as print the image if need be. If you rotate the image you must click Reset to get the image back to the original orientation.

If you click the button you will download a png of the driver signature that was captured at the time of ticketing.

If you click the button you will be able to view the note that was taken at the time of ticketing:

This note will contain the Ticket #, the Operator, and the note that was taken.

The Reports tab features our powerful built-in reporting tool. Here, you can run valuable production reports based upon many different criteria. All reports can be exported to Excel, PDF, or CSV for further analysis.

Our reports are broken into a number of categories:

• Tickets: View production totals in detail or summary. These reports can be very valuable for reconciling ticket data.

• Orders: Run order listings and reports associated with orders

• Trucks: Review tickets associated with trucks and truck production

• Billing: Produce invoices, batch summaries, and customer sales summaries.

• Resources: Run listings for the company’s defined resources (Customers, Products, Terms and Tax Codes, etc.).

• Production: View your Ticket and Order information without price breakdowns.

• Audit: View changes to your tickets, orders, quotes, batches, and invoices

• Custom: Any reports created or customized specifically for your company can be found here. Please contact us for any custom reporting requests.

Running Reports

• Choose a category from the drop-down menu.

• Next, choose a report style from the second drop-down menu and load in the report.

Once your desired category and report have been selected, clicking the [Load] button will prepare the report and allow a selection of parameters.

• On the right of the report viewer is a list of parameters you can apply to your report.

  • Fill in all the filter parameters.

    • For some parameters, you can select multiple options.

    • You can alter the way your report groups information with the Group by parameter.

    • You can also alter how some reports display information with the Show by parameter.

• When finished, click [Refresh] button at the top of the parameters list. Your report will load in the report viewer. Be sure to utilize the Reports Tool Bar at the top of the viewer for options to print, export, change parameters, and more!

Reports Tool Bar

The reports tool allows easy navigation, print, export and visibility options.

• Navigate Forward/Backward: Allows you to revisit a previous report run during the same session.

• Stop Rendering: Stops loading the report.

• Refresh: Refreshes the report.

• Page Selections: For larger, multi page reports, page selection allows you to click to view the next or previous page, or jump from beginning to end.

• Print Preview: Presents the page as prepared to print.

• Export: Allows an export of the report data as a .PDF, .CSV, or Rich Text. These are the most common export types, however, Excel 97-2003, TIFF, and Web Archive types are also available.

• Print: Launches your default print window to print the report.

• Send as Email: Send the report directly to email addresses. This will open a new window and allow the selection of the file type to be sent.

• Document Map: Creates a bookmarked table of contents to revisit areas of reports.

• Toggle Parameters: Toggles the parameters panel from shown to hidden, or hidden to shown.

• Zoom: Applies automatic zoom percentages to assist with visibility.

• Toggle Page Size: Adjusts the page between 50%, 75%, and 100%. Double-clicking the report achieves the same effect.

• Search: Opens a search menu to assist with identifying information.

For larger reports, the search feature is the most beneficial, allowing more granular control over the information presented and easy identification of content. The text entered in the search box will display on the report as a highlighted line. The results box will also display each instance where this text appears. Clicking any result listings will jump the selection highlight to that line.

Reports Parameter Menu

The report parameters are your first stop when generating a report. These allow a selection of information to be presented on the desired report, and allow grouping different areas. For example, selecting all Group By options will create a block of information between each line item.

Product Categories

Product categories are useful if your company has a large number of products that need to be organized by type. Categories can be used to separate reports to show broader sales comparisons.

Setting Up New Product Categories

Page Overview and Columns

The Product Categories page provides a place to add and manage created categories. These act as a container for products to be added to, and allow for easier adjustments to be made when selecting prices for products. This information is specific to your organization and allows for flexibility when creating categories that make sense for you.

To create a new Product Category:

• Navigate to Resources > Product Categories.

• Click the [+New Product Category] button.

• Create a short Code and Description to define the Category

• Add a GL Sales Account, if your accounting system supports GL.

• Click [✓Update] box when completed.

Adding & Managing Products

Your Products will be what you are actually ticketing for when creating an Order. You can create an unlimited number of Products and assign them to your Locations as needed.

To start you will need to create a product and assign its location by clicking the [+New Product] button.

After the product is created, you will need to associate it with a location. This can be a single location or multiple locations. If a location does not display when selecting clicking the [+Add Location], you will need to create the location.

To edit a product, search for either the product description or product ID, highlight the product, then click the pencil icon. This will allow the product information originally entered to be adjusted.

Pricing Templates

The Pricing Templates menu allows you to create a listing that can be edited on the Product Pricing menu. Templates allow you to assign structured pricing to you orders and are determined by your organizations needs. A default template can also be set, allowing you to select default pricing for orders with this template.

Product Pricing

Once products have been created, you can apply pricing between all templates created. This allows for easy pricing to be set when creating orders. For easy filtering, select the Region, Location, and Yard, then select the product. This will allow you to edit a specific product instead of sifting through all available products and templates. To edit a price, click the icon on the desired product, then enter a whole number or decimal value for the price, then click the ✓ box.

Once prices have been created, or proposed, you can select to create or apply that pricing.

The Create Propose Pricing button allows a blanket pricing or surcharge percentage or fixed value update for the products selected.

The Apply Proposed Pricing pushes the Proposed Pricing column entered in the table.

The option allows the entry of additional or extra pricing options.

Open Order Pricing Update

The Open Order Pricing Update is a powerful tool used to apply a pricing update to all orders currently marked "Open" in the Orders tab. This option is restricted to Admin users only and cannot be undone once applied. To ensure that this is done correctly, selected the intended Region, Location, and Customer. The pricing set in the table will be applied to all orders that contain these products if no customer is selected.