Detailed information on the Ticket Entry tab of the Tickets Module.
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.
Job, Phase, Cost Type, and PO Number are fields you may or may not use on your tickets. These are not required to successfully enter a ticket.
The UDF fields above can be set up in Portal Settings, and are not required.
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.
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.
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.
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.
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:
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.
The following will provide a basic outline of the information found within the Tickets tab in your Fast-Weigh Application.
Detailed information on the Ticket Import tab of the Tickets module.
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.
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
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.
Detailed information on the Ticket Bulk Edit tab of the Tickets module.
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.
Any ticket that is checked will take the edit, so ensure you have selected the appropriate tickets you would like to edit before making changes.
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.
Detailed information on the Ticket Query tab of the Tickets module.
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
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.
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.
Scrolling to the right of the Ticket Query Table you will find other useful buttons, such as the Revision and Archived PDF buttons.
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.
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.
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.
This note will contain the Ticket #, the Operator, and the note that was taken.
Once you have made any necessary changes click the button, and the tickets will now show the updated information.
To edit an individual ticket you can click the button to pull up the Edit Ticket window:
If you click the button the Ticket Notes pop-up window will come up:
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.
If you click the button you will be able to view the image that was captured at the time of ticketing:
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:
Detailed information on the Delivery Query tab of the Tickets module.
Delivery Query is part of our Proof of Delivery module. If you would like to add Proof of Delivery to your subscription contact us at 865-219-2980 or support@tacinsight.com
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 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.
If you click the button you will be able to view a map of where the ticket was received.
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.
