Content Comparison

Categories

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

A maximum of four (4) additional tables can be defined in the Setup. These additional tables are used to help categorize transaction for additional reporting capabilities. Category names can be customized to match an organiation's naming preferences. For example many solid waste businesses need to track where the waste is coming from. A category is enabled, Origin is a common title given to the table.

To enable additional category tables select Setup | Configure - Category #. Once the new table is enabled it will appear in the Maintain list with the given title.

For this example Category 1 has been enabled and titled Origin.

Add a New Category (Origin)

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

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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 material 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

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 Material table.

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

Editing and Existing Material

Changing the Material Code

To change the Material Code for an existing material, select the 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.

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• 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 Material Description for an existing material, select the 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 Material Table.
• Click the Cancel button to cancel all changes.

Delete an Material

To delete a Material, select the 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 material. Click No to cancel the deletion and return to the material table.