# How To Guides - ["How To" Guides Overview](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-guides-overview.md): Step by Step Guides to achieve a specific goal - [How to Create New Records](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-create-new-records.md) - [Creating New Web Portal Users](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-create-new-records/creating-new-web-portal-users.md): You can create multiple logins to your Web Portal so that different parts of your organization can access the data they need. - [Creating Tax Codes](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-create-new-records/creating-tax-codes.md): 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. - [Creating Billing Terms and Modes](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-create-new-records/creating-billing-terms-and-modes.md): Set up your payment terms and billing modes. These terms and codes should be set up in conjunction with your Accounts Receivable Terms Codes. - [Creating a New Region](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-create-new-records/creating-a-new-region.md): Fast-Weigh has a 3-tier operating location structure: Regions, Locations, and Yards. This allows flexibility for companies of all sizes to manage their production. - [Creating a New Location](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-create-new-records/creating-a-new-location.md): Fast-Weigh has a 3-tier operating location structure: Regions, Locations, and Yards. This allows flexibility for companies of all sizes to manage their production. - [Creating a New Yard](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-create-new-records/creating-a-new-yard.md): Fast-Weigh has a 3-tier operating location structure: Regions, Locations, and Yards. This allows flexibility for companies of all sizes to manage their production. - [Creating a New Customer](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-create-new-records/creating-a-new-customer.md): You can manage your entire customer list from the Customers section of the Web Portal. This includes full contact information, payment terms, pricing level, and credit status. - [Creating a New Pricing Template](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-create-new-records/creating-a-new-pricing-template.md): Pricing Templates are what drive your default pricing when adding products to an Order. You can create as many of these as needed. - [Creating a New Product](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-create-new-records/creating-a-new-product.md): Your Products will be the material selected when ticketing. You can create an unlimited number of Products and assign them to your Locations and Orders, as needed. - [Creating a New Truck](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-create-new-records/creating-a-new-truck.md): Before new Trucks can be added to your Fast-Weigh system, you must have one or more Haulers. In most cases, the Hauler is a carrier, trucking company, or customer who owns the truck. - [Creating a New Hauler](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-create-new-records/creating-a-new-hauler.md) - [Creating a New Driver](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-create-new-records/creating-a-new-driver.md) - [Creating New Orders](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-create-new-records/creating-new-orders.md): While the latest versions of fast-weigh allow for orderless ticketing, Orders are still an essential part of the fast-weigh workflow. - [Creating Invoices](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-create-new-records/creating-invoices.md): Fast-Weigh features a flexible billing system that integrates with third-party accounting systems. This section allows you to organize groups of tickets into batches for invoicing a customer. - [Creating Payments](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-create-new-records/creating-payments.md): With the Fast-Weigh AR & Payments module, you can handle invoice payments directly through the Fast-Weigh Web Portal via Cash, Credit, or ACH. - [Creating Statements](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-create-new-records/creating-statements.md) - [Creating Hauler Pay Statement](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-create-new-records/creating-hauler-pay-statement.md): The Hauler Pay module allows you to organize groups of tickets into batches for invoicing a Hauler, much like the Billing module, based on Hauler Pay rates set for orders. - [How to Edit Records](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-edit-records.md) - [How to Edit Tickets](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-edit-records/how-to-edit-tickets.md): You can make changes to tickets if you notice an error. - [Edit via Ticket Query](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-edit-records/how-to-edit-tickets/edit-via-ticket-query.md) - [Edit via Ticket Bulk Edit](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-edit-records/how-to-edit-tickets/edit-via-ticket-bulk-edit.md) - [Editing a Region](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-edit-records/editing-a-region.md) - [How to Import Records](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-import-records.md) - [How to Import Tickets](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-import-records/how-to-import-tickets.md): The Ticket Import screen allows you to build an interface with files from a ticketing system used previously, or with an outside company’s ticketing data that needs to be recorded. - [How to Import Customers](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-import-records/how-to-import-customers.md) - [How to Update Pricing](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-update-pricing.md): Before you can add products to an order, they must have default pricing set up for the locations where those orders will be ticketed. - [Changing Order Product Pricing](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-update-pricing/changing-order-product-pricing.md): Order Products refer to the product that are on an Order. - [Bulk Updating Open Order Pricing](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-update-pricing/bulk-updating-open-order-pricing.md): Once your current pricing templates have been updated with the new pricing, you can use the powerful Open Order Price Update tool to do a price update on all open orders across the board. - [How to - Invoices](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-invoices.md) - [Charge & Cash Pay Types](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-invoices/charge-and-cash-pay-types.md): Charge Types are considered Charge Show and Charge Hide. Cash Types are considered Cash, Check, and Card. Follow the steps outlined below to make an edit to these invoices. - [How to Send Invoice Emails](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-invoices/how-to-send-invoice-emails.md) - [How to Track Inventory](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-track-inventory.md) - [How to Clear Unsynced Records](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-clear-unsynced-records.md) - [How to Set Up SSO Login](https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides/how-to-set-up-sso-login.md): This page will walk you through how to set up your SSO login for Fast-Weigh --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.tacinsight.com/fast-weigh-knowledge-base/how-to-guides.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.