Content Comparison

Materials

To create and edit items in the Material table, select Maintain | Material

Add a New Material

To add a new Material, click the  New button. A blank form appears.

A valid entry only requires an Code and a Description.

• Material Code can be up to twenty (20) characters in length and is an alpha numeric field.
• Material Description can be up to sixty (60) characters in length.

Enter a valid Material Code and Description. Click the  Save button to continue.

Additional flags include Inactive and Revoked.

• Inactive – When checked, this account is inactive. It will not appear in any drop down lists on other screens.

To undo any changes click the  Undo button.

General

Default Material

A default material item code other than -1 None can be selected by checking the Default Material options box. The material selected as the default material will be used during a transaction. The default material selected for an individual customer account will override this option. 

Allow Price Overrides

This flag is available when the Override Rates feature is enabled. When enabled the Allow Price Override check box becomes available. The price for Materials with this option selected can be changed during the time of the transaction. 

Mix/Loadout

Inventory

Transaction Defaults

When creating accounts, default items may be set for each category. Default categories are intended to simplify weigh form processing. Default selections can always be changed during the transaction. Click the drop-down arrow to display a list of available items to choose from in each category.

Addresses

Up to three (3) addresses can be stored with each account. The labels for these fields can be modified in the Setup | Configure - Accounts section.

Messages

To activate inventory tracking for an item, select the Unit of Measure (UOM) to be used to track the item from the Units drop-down list weight (Pounds, Tons, Kilograms, Metric Tons), Yards, or Units. When active inventory will automatically be adjusted with each incoming and outgoing transaction.

Selecting the UOM from the inventory section can be useful, even when material inventory is not tracked. When this option is active, the Units button in the Weigh form automatically switches from the default UOM to the UOM set in Inventory Units for the selected material.

Material Locations

Businesses with multiple locations may utilize the Location feature. Businesses with a central home office and multiple remote locations or sites may have multiple materials they sell, but not all of the materials may be available for sale at all locations. When used with DataSync setting Material Locations will enable users to synchronize materials to their specific locations. Only those materials available to sell at each site will appear in the site specific database.

To add all Locations to the material click the Add All button.

To add a specific locations, click the Add button. A list of all available locations will appear. Select the location and click the Add Selected button.

To remove a location from the list, select the material and click the Remove button.

Custom Fields

Custom fields can be used to store additional account information. This information can be printed on tickets or used when exporting data for other software application such as 3^rd party accounting systems.

Up to five (5) custom fields can be activated for the Customer account type and Hauler account type. If an account is set as a Customer and Hauler account type, up to ten (10) custom fields could be available.

To activate custom fields, select Setup | Configure - Accounts.

Editing and Existing

Material

Changing the

Material Code

To change the Account Material Code for an existing accountmaterial, select the account material from the list or use the search field. Make desired changes and click the Image Modified Save button. A window similar to the following appears.

Image Modified

• Click the Change existing code button to change the code and save.
• Click the Cancel button to not save changes and restore the original value
• Click the Make a copy instead button to create a new record. 

Changing the

Material Description 

To change the Account Material Description for an existing accountmaterial, select the account material from the list or use the search field. Make desired changes and click the Image Modified Save button. A window similar to the following appears.

Image Modified

• Click the Change description button to save the changes and return to the Account Material Table.
• Click the Cancel button to cancel all changes.

Delete an

Material

To delete an Accounta Material, select the account material from the list or use the search field and click the Image Modified Delete button. A window similar to the following will appear.

Image Modified

Click Yes to delete the accountmaterial. Click No to cancel the deletion and return to the material table.