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 then be applied per product.

To enter an adjustment, click the [+New Adjustment] button, and then enter the desired values for type and method. Once an adjustment is created, highlighting it will allow you to enter the length of time and rate that the adjustment is available by clicking the [+New Rate] button in the adjacent box.

Once the rate is submitted, the adjustment is available to be applied to order products and quotes.

Freight Matrix

The Fast-Weigh Freight Matrix allows for freight and hauler pricing to be set across Fast-Weigh without the need to individually set these across your orders, and will calculate based on any matching criteria between orders, such as the Region, Location, and even the Product Category. A Freight Matrix can be created when selecting the Resources>Freight Matrix menu and then clicking the [+New Freight Matix] button.

• Description: The "title" of the Freight Matrix for easy identification in the main table.

• Region: The specified Region for the Freight Matrix.

• Location: The specified Location for the Freight Matrix.

• Yard: The specified Yard for the Freight Matrix.

• Ship To: The specified delivery address created in the Ship To menu.

• Hauler: The specified Hauler for the Freight Matrix.

• Hauler Type: The specified Hauler Type (Set on the Hauler - External, Internal, or Other)

• Truck: The specified Truck for the Freight Matrix.

• Truck Type: The specified Truck Type for the Freight Matrix.

• Product: The specified Product for the Freight Matrix.

• Category: The specified Product Category for the Freight Matrix.

• From Date: The date that the Freight Matrix will begin.

• To Date: The date that the Freight Matrix will end.

• Priority: The priority of the Freight Matrix (The lower the number, the higher the priority).

• Freight Rate: The specified Freight Rate for the Freight Matrix.

• Hauler Rate: The specified Hauler Rate for the Freight Matrix.

Each of these options has a point value assigned, which is calculated by Fast-Weigh before being applied. These options are considered between three different areas of Fast-Weigh to find different values in an "If/Then" process.

1. Order Level: This is set on the order when creating or editing an Order and selecting the Freight Pricing.
2. Global Level: This is set within the Resources>Billing>Freight Matrix menu.

3. Order Product Level: This is the rate set on the order product.

Fast-Weigh references these areas to determine which pricing option to follow between the Order and Freight Matrix (if available and selected).

For example:

• A Freight Matrix is created for Customer A and Product A and a Freight Rate is set to $15 and Hauler Rate is set to $10, along with a Ship To of Building 100-A

• An Order for Customer A and Product A is created and Freight Matrix is selected for the Freight Pricing option.

• The Freight Charge is set to $10 and the Hauler Pay Rate is set to $7 on the Product.

Between the Order and the Freight Matrix only the Customer and Product match the existing Freight Matrix. Fast-Weigh will determine which option to follow based on the matching point values, and apply to appropriate pricing.

Ship To

The Ship To menu allows you to enter common or frequent delivery addresses

The Ship To menu allows you to enter common or frequent delivery addresses.

Similar to Price Adjustments, Invoice Adjustment Types allow you to apply adjustments to an invoice on the Invoice/Payment Query. You will need to create the Adjustment type before it can be applied to an invoice.

In the below example, a 2% discount was created to be applied to the material rate on an invoice.

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:

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

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.

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

The Customer Payment Info menu allows you to register your customers preferred payment methods between cards or ACH payments. If multiple payment methods are entered, you can select the "Set as Default" so that the appropriate method is selected for payments. To create or view the entered payment methods, first select the Region then the Customer. If there is a Credit Balance, this number will be reflected once the customer is selected. To create a new payment, click the [+New Payment Method], then enter the necessary information.

When utilizing payment terminals supported by Fast-Weigh, users can be associated with these terminals. The users listed in this table reflect the users created and their assigned roles.

When assigning the user, highlight the user and select the icon, then select the Pay To and Terminal you wish to assign.

Any customer role that is unassigned can have a default terminal assigned when a payment link is submitted.