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Overview
Use the multiple items per transaction feature to assign multiple items to a single ticket. This feature can be enabled by selecting Setup | Weigh Options - Features. Place a check in the box to the left of the Multiple item per ticket option.
Click the 
Save button to continue.
When enabled, items for different category types and units of measure can be placed on the same ticket. Each item is stored as a separate transaction. These items can be grouped together and totaled when printing a ticket.
Copy Notes When Adding Item
When enabled all notes added to the first item will be copied automatically to the note fields for additional items.
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All items of a multiple item ticket must have the same Bill-To, Hauler, Truck, Job, and Tax Code. If any of these fields are changed during a multiple item ticket a warning will appear. Click OK and change the fields back to the original selection. If the user cannot remember the fields originally selected, select a previous item in the list or cancel the transaction and start over. |
Processing a transaction
In the Solid Waste business it is common for customers to bring several products to the landfill on a single load. For example a small construction contractor may bring in garbage, appliances, and tires. The following is an example of how the ticket could be processed.
With the truck on the scale and the weight stable, start the transaction by entering the Truck or selecting the Hauler. For this example the truck will not have a stored tare weight. Select the weighed material item from the Material drop-down list and any other required items. Click the Add Item button in the lower left corner of the window.
The inbound weight for the weighed item (Solid Waste for our example) is stored and a second line item added.
The material is reset to -1 None. Select a non weighed item from the Material drop-down list (Appliances for our example).
When Inventory UOM is used in the material table the UOM for the transaction will be set to match the selected inventory UOM. When Inventory UOM is not in use select the correct UOM from the drop-down list to the right of the WEIGHT IN UNITS field.
Enter the number of appliances (two for our example).
Click the Add item button again. The second item is stored and a third item started. Select another unit count item from the Material drop-down list (Tires for our example) and enter the number of items (four for our example)
At this point in the transaction the inbound weight for Solid Waste, 2 appliances, and 4 tires are stored in the database. Click the Store Ticket button to store the transaction. The driver can enter the yard and drop off all of their items.
Once the driver has dropped off all of their items the driver will return to the scale. The scale operator will open the ticket from the Open Transactions list. The weighed item is automatically selected. The scale will need to be unlocked. The scale weight will be applied to the Weight Out field and the Complete Ticket button can be clicked to complete the transaction.
Process Options
The above process represents adding all items during the weigh in process. This process could be altered based on traffic flow or company policies.
- Drivers may be required to complete the weighed portion of the transaction first. The additional items would be added during the weigh out portion of the transaction.
Delete Item button
Items can be deleted from a multiple item transaction only when the transaction has not been paid or appeared on an invoice.
Once a ticket has been paid or appeared on an invoice Quick Scan must be used to void the transaction.
Percent of Load Multiple item transaction
Reopen a ticket
Editing a ticket
A valid entry only requires an Account Code and an Account Description.
- Account Code can be up to twenty (20) characters in length and is an alpha numeric field.
- Account Description can be up to forty (40) characters in length.
Enter a valid Account Code and Account Description. Click the Save button to continue.
Additional flags include Inactive and Revoked.
- Inactive – When checked, the selected account is set to inactive. It will not appear in any drop down lists on other screens.
- Revoked - When checked, the selected account is set to revoked. It will still appear in drop down lists on other screens but no transactions can be processed against it.
To undo any changes click the Undo button.
General
Ticket Type and Journal Ticket Type
When adding new accounts, the Ticket Type and Journal Ticket Type will automatically be set to use the ticket format set as the system default. Click the drop-down arrow to select a different ticket format file from the available list. |
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.
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When operating in Unattended mode, the default category cannot be changed during the transaction. To allow for prompting, leave the category set to -1 None. Other prompting options are available in Truck History and Orders/Jobs. |
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 3rd 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 Account
Changing the Account Code
To change the Account Code for an existing account, select the account from the list or use the search field. Make desired changes and click the Save button. A window similar to the following appears.
- 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 Account Description
To change the Account Description for an existing account, select the account from the list or use the search field. Make desired changes and click the Save button. A window similar to the following appears.
- Click the Change description button to save the changes and return to the Account Table.
- Click the Cancel button to cancel all changes.
Delete an Account
To delete an Account, select the account from the list or use the search field and click the Delete button. A window similar to the following will appear.
Click Yes to delete the account.
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An Account cannot be deleted from the database if it is associated with a record in another table; such as the order/job table, transaction table, truck table etc. If a transaction has not been created for the account, it may be possible to edit the other tables and remove or change the account or delete trucks from the account and try deleting it again. If a transaction has already been created for the account, it is best to set the account Inactive. |
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