Viewing and Managing Locations

Roles

Customer Admin

• Create new locations, including contact info, hours, rates and configurations and products
• Assign products to a location
• Edit locations
• View locations

Customer Sales Rep, Scale Clerk Supervisor, Scale Clerk

• View locations, including contact info, hours, rates and configurations and products

Overview

This feature set allows users to create locations (a.k.a. origins, which are often plants), manage the hours of operation and other location details, and create and manage what products are sold/provided at each location.

Viewing Existing Locations

The LOCATIONS screen is from where you will manage all of your origin/plant locations, hours, rates, and products.

1. Click the Contact Info tab on the LOCATIONS screen to select and view information about each of your origin locations/plants.
2. The External ID is unique to each location and matches what is in your source system.
3. The EoD Report Email is the email address to which the End of Day report will be sent. This report contains all of the ticketing data created for that plant/location on that day.
4. The Location Code is unique to each location and will be pre-pended to each ticket number that gets created for that location. For example, a ticket created from this location will be “SHMA” followed by the 8-digit number listed in the Ticket Number Start field on the Rates & Configuration tab (see #7 below).
   
   
   
   
5. Click the Hours tab to view and edit the opening and closing hours for the selected location for each day of the week. You can also enter holiday exceptions for each location.
   
   
   
   
6. Click the Rates & Configurations tab and enter Location Specific Instructions for the location. These could include information about how to enter/exit the location, specific requirements for the location, etc. These instructions will not be used as part of POS but will be utilized in the Trux dispatch platform (Trux Materials).
7. View and/or edit the current ticket number in the series for the selected location, view the delivery cost for the selected location, and
8. Enter the Weight Master Name that will be printed on each ticket.
   
   
   
   
9. Click the Products tab to view all of the products available for the selected location. Location-specific products are added by users with the Customer Admin role when the location is created (see next section).
10. Search for products by Product Name, SKU ID, or External ID/Label. Click on the filter icon to clear any search filters you have applied and display all products.
11. Toggle on/off displaying only products that are available at the selected plant. If they toggle is off, you will see a count of the number of total products displayed followed by a parenthetical reference to how many of those have been assigned to the selected plant.
    
    
    

Creating New Locations

NOTE: Only users with the Customer Admin role can create new locations.

1. Click on the Location drop-down list on the Contact Info tab of the LOCATIONS screen and select Create a new location…
   
   
   
   
2. Enter a name for the location and click CREATE.
   
   
   
   
3. Enter the new locations location information on the Contact Info tab, including:
   - External ID
   - Address
   - Phone No - This is the Location phone number that will be visible on the ticket.
   - Hauler Contact Phone
   - Customer Contact Phone
   - Email. The email customers and haulers can use for contacting the plant.
   - EoD Report Email. This is the email to which all ticket data at the end of plant’s operating day will be sent.
   - CB Channel
   - Location Code - This is the prefix for a ticket to indicate the location where the ticket was issued.
   
   Click SAVE CHANGES when done.
   
   
   
   
4. Set the hours of operation, including the time zone and holiday exceptions for the location and click SAVE CHANGES.
   
   
   
   
5. Click the Rates & Configurations tab and enter Location Specific Instructions for the location,
6. View and/or edit the current ticket number in the series for the selected location, view the delivery cost for the selected location, and
7. Enter the Weight Master Name that will be printed on each ticket. This is the person who is responsible for the scale certificates etc.
   
   
   
   
8. Assign products to your location on the Products tab by following the steps outlined in the Creating and Managing Products section of the user guides.