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It is best practice to assign at least two users to have Admin permissions. Having at least one alternate admin available for password changes or account locks and unlocks as well as pricing adjustments and updates, is beneficial should the primary admin account become compromised or if the user is unavailable.
In the Fast-Weigh Desktop Ticketing application, locking the settings can prevent unwanted and/or accidental changes from users and drivers at your locations. This can be done through the Settings menu, just below the ID and PIN fields. Once enabled, users will be prompted to enter the location PIN to access the Settings menu.
In the new scale app, the server settings menu is determined by the user roles and permissions in the Web Portal. Appropriately setting user roles will avoid accidental changes to the server settings within the new app.
Tax Codes can be applied to both the Customer as well as the Product. These default selections are enforced when creating a new order, and will set the tax code depending on on the selection in the Portal Settings. To review: The Portal Settings allow you to determine the default tax selection that is applied to your orders, based either on the Customer or the Product. When making this decision, be mindful that the option that is not selected will act as an override to ensure that tax is being applied as needed.
Selecting either option will change the override listing next to the drop-down menu.
Customer: Selecting this option will use the Tax Code applied on the Resources>Customer record. The Product acts as the override, meaning if the Customer has no tax code, or a code that does not match the Customer, it will apply the Product tax instead (more info below).
Product: Selecting this option will use the Tax Code applied to the Product in the Resources>Products & Pricing>Product Setup>Product Location record. The Customer acts as the override for this option, meaning if the Product has no tax code, or a code that does not match the Customer, it will apply the Customer tax instead (more info below).
Selecting a default option will apply the desired tax when an order is created for the customer or when the product is added to an order. This can be changed when editing the product, but it is something to keep in mind when initially creating a new order for your customers.
Exempt Customers
If your customer(s) are exempt from being taxed, creating an EXEMPT tax code and applying it to the customer record while leaving the product specific tax as either blank or NONE will ensure your customers are only taxed via the order as needed. This can be done after the order is created and products are added with tax applied.
Create "Exempt" Tax Code.
Apply "Exempt" Tax Code to the necessary customer(s).
Add Products to any order and apply necessary Tax Codes as needed to any product(s) on the order after the order is created.
This step is optional and will enforce the tax applied to the order product only, not the entire order.
Non-Exempt Customers
If your customer(s) are not exempt from being taxed, creating the appropriate Tax Codes and either applying it only to the customer record with the product blank, NONE, or with the desired tax code will ensure they are taxed appropriately according to which option is needed, or which override is enforced.
Create the needed Tax Code(s).
Apply the necessary Tax Code to the customer(s) and/or product(s)
Adjust the tax on the order product after the order is created to the desired or appropriate tax.
This step is optional if the intended tax code is being enforced.
As of September 1, 2024, our Web Portal Pricing Update can be managed in the Ticket Query as well as the New Billing menus. This includes options to edit the tax code per ticket, but also an option to change the tax available on the order products.
Leaving the Reprice ☑️ option selected when creating a batch will re-apply the pricing and tax to the edited ticket as it exists on the order product.
If you have any additional questions or need further explanation on Tax Codes that are not covered in our documentation, please contact us at 865-219-2980 or support@tacinsight.com.
When setting up pricing for your products, it is best practice to assign prices to templates created under the Product & Pricing - Product Setup tab. This menu acts as a list of the available pricing templates, while the actual pricing will be set on the previous tab, Product Pricing.
Setting the associated price to each template will allow for any order with this template to automatically set the price for your products. After adjusting the template when creating the order, any product available at the Location and Yard using this template will have this pricing applied.
Once a product has been added and the associated adjustments and charges have been applied, updating that price can be achieved by clicking the [Update Products] button above the products list. This can be done used to update all products or specific products. If no Location and/or Product are selected, all products will be changed to the edited values.
There are a few methods available in Fast-Weigh for applying discounts for customers. One of these methods can be applied via Order Product Pricing on existing orders, by creating duplicate products with Active and Inactive dates. In the image below, one product has been entered with the Standard Pricing, and another with a March Discount. The Standard Pricing is active from the time of order creation
