The Portal Settings page is broken into six categories: Billing Settings, Order/Ticket Settings, Freight Settings, Load-Out Settings, Other Settings, and Password/Security Settings.
To access your Web Portal settings, navigate to the Settings Gear > Portal Settings.
NOTE: These settings will be defined during the upfront setup of your company and should rarely be edited.
Starting invoice #: Defines the starting invoice number to be used during Billing.
Note: This setting will not affect the invoice number sequence past the very first invoice.
Default Invoice Break: Defines when to create a new invoice number for a group of tickets. This sequence must start with Customer, then each subsequent break setting can be selected in any order.
Customer - Assigns all tickets within a batch to a single customer. This allows you to create a single invoice across multiple orders.
Order - Creates a new invoice number for each customer order.
PO - Creates a new invoice number for each purchase order established on an order.
Tax Code - Creates a new invoice number for each tax code set on the ticket.
Product - Creates a new invoice for each different version of a Product on an Order
Yard - Creates a new invoice for each yard.
Ticket UDFs - Creates a new invoice for each different entry into your User Defined Fields.
Billing Export Format: Choose your third-party accounting system to define how Fast-Weigh billing data will interface with your accounting system.
Optional Invoice Prefix: If using direct accounting integration, you may add a short prefix to your invoices to avoid any duplicate invoice numbers being created in your third-party accounting system.
Company Codes: This three-digit company code corresponds to the one used with your accounting system. If your accounting system doesn't use a 3-digit company code, you can simply use the first three letters of your company name for the company code.
GL AR Account: Corresponds to the GL AR Account used in your third-party accounting system.
AR Tax Code: Corresponds to the AR tax code used in your third-party accounting system.
External Tax Service: If you use a third-party service like Avalara to control Tax Codes, you can connect this service into Fast-Weigh here.
Units of Measure: Define global units of measure to be used during product setup.
Default Tax Code By: Used to determine the order of Tax Code Defaults.
Customer: New Order-Products use the Product's default tax code if it is set first, then use the Customer's if no Product default is set.
For Example: Used when you primarily control tax by Customers but have some products that are always exempt.
Product: New Order-Products use the Customer's default tax code if it is set first, then use the Product's if no Customer default is set.
For Example: Used when you primarily control tax by the Product and Location but have some Customers that are always exempt.
UDFs (or User-Defined Fields) are optional, custom fields that be added to your tickets, orders, and trucks.
Fast-Weigh Web Portal You can create multiple kinds of logins to your Web Portal so that different parts of your organization can access the data that they need (and can't access the data they don't). Navigate to Settings > User Administration to ...
Fast-Weigh Web Portal Our Support Team is available to walk you through every step of your Fast-Weigh install, but if you're looking for a quick setup, here's a simple, step-by-step guide to building your Web Portal from the ground-up. Click the ...
Fast-Weigh Web Portal To add the Load-Out module to your Fast-Weigh subscription, contact us at 865-219-2980 or firstname.lastname@example.org You can use the Load-Out module to track how long a truck is in the yard after taring in and before ticketing out. ...
Fast-Weigh Web Portal If you are a U.S. customer, you might notice a difference in how weights are stored between the Desktop Scale Application or Mobile Ticketing App and the Web Portal. When you create a ticket or tare a truck from the Ticketing ...
Fast-Weigh Web Portal To add the Spectrum Accounting Integration to your Fast-Weigh subscription, contact us at 865-219-2980 or email@example.com . The primary link between Fast-Weigh and Spectrum accounting is the Spectrum Data Exchange (SDX) ...