Material

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. 

Requires a specific user login level to activate and configure. 

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

• Weigh Form - Enter a message in the field provided. When the Display Message box is checked the message will appear during a transaction when the account is selected in the Weigh Form.
• Invoice - Enter a message in the field provided. When the Print Message box is checked the message will appear at the bottom of the printed invoice.
• Statement - Enter a message in the field provided. When the Print Message box is checked the message will appear at the bottom of the printed statement.

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 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.