Create a Ticket

Roles

Customer Admin

• Create scale tickets
• Print scale tickets

Scale Clerk Supervisor, and Scale Clerk

• Create scale tickets
• Print scale tickets

Overview

Trux POS is designed to provide scale-clerks with the ability to efficiently enter and retrieve all necessary data required to generate a scale ticket for outbound loads weighed at the scale. This functionality streamlines the process by ensuring that all relevant truck and load details are accurately recorded and accessible in real-time. By improving data accuracy and accessibility, the system facilitates faster ticket creation, reduces potential errors, and enhances overall operational efficiency at the scale house. 

There are many different ticketing use cases and scenarios that may present at the scale house, but the following are three common use cases to illustrate how the system works in the most common scenarios. Click on a use case to go to the relevant section.

• Create a ticket for a Sales Order for Delivery
• Create the first ticket for a newly created Sales Order for a Pickup
• Create additional tickets for multiple deliveries for the same Sales Order

Use Case 1: No previous ticket created for a Sales Order with Delivery

In this scenario, the Scale Clerk needs to create the first scale ticket for a new Sales Order for an order that is to be delivered.

1. Select the Plant Location.
2. Enter the Vehicle ID. The search function for Vehicle ID also allows searching by hauling company name.
3. If the selected vehicle has an associated hauling company, the Carrier field will auto-populate.
4. If the selected vehicle has a captured Tare weight, it will auto-populate.
5. After selecting the vehicle, the Customer selection dropdown will auto-populate. If the selected vehicle is linked to only one customer, the system will auto-select that customer. If there is more customer linked, then the customer dropdown will show all linked customers, and you must select the correct customer.
   
   
   
   

6. The system checks if there is any previous ticket for the selected Vehicle ID and Customer combination. If a previous ticket exists, a popup will appear displaying the following details:
   Vehicle ID
   Order Number
   Order Date
   Pickup or Delivery type
   If you are creating a ticket for the same order, click YES, and the details will be auto-populated.
   If you are creating a ticket for a new order, click NO, and manually enter the details.
   If no previous ticket exists for the selected vehicle and customer, no popup will appear.

   Since this is a new Sales Order and Sales Order Item, click NO.
   
   
   
   

7. Enter the newly created Sales Order Number in the Order Number field. You can also search by Customer Name, and a list of all matching Sales Orders will appear in the dropdown list.
8. Select the Product Type from the dropdown list. The dropdown will display all Sales Order Items (SOI) created for the selected Sales Order.
9. The selected product's Unit of Measure (UOM) will auto-populate in the Unit of Measure field.
10. Select Pickup or Delivery. Delivery = Managed by Century Logistics. Pickup = Managed by the customer. For this use case, select Delivery.
11. If a Delivery Address is available for the Sales Order, it will auto-populate. If no address is provided at the Sales Order level, you will need to manually enter tone. Note: For Delivery orders, a Delivery Address is mandatory, as the Material Sales Tax is calculated based on the Delivery State and Zip code.
12. Enter weights.
    Tare: If the vehicle's tare weight is available, it will auto-populate. If not, the user must manually enter the tare weight.
    Gross: The user must enter a gross weight.
    Net: The net weight will be auto-calculated using the formula: Gross - Tare = Net. All weights are recorded in Pounds.
    Once weights are entered, the system will automatically convert the Net weight from Pounds to the Product UOM (Tons) and display it in the Quantity field.
13. The system will then calculate the Total price and tax based on the quantity.
14. Select the Payment Method. If the customer has an Account on File, select Account on File (the Account Number field is optional). If the customer is on COD terms, select the appropriate COD mode (Credit, Cash, or Check). For COD, the user must enter the Transaction ID. For Check, the user should enter the Check Number. (These fields are optional).
    
    
    
    
15. Click Create or Create & Print. When Create is clicked, a ticket number will be generated, and the ticket status will be set to "Pending," under the TODAY’S LOADS section. When Create & Print is clicked, a ticket number will be generated, and the ticket status will be set to "Printed," also displaying it under the TODAY’S LOADS section.
    
    

Use Case 2: Generating the first ticket for a newly created Sales Order for a Pickup

In this scenario, the Scale Clerk needs to create the first ticket for a newly created Sales Order, for a Pickup order.

1. Select the Plant Location.
2. Enter the Vehicle ID. The search function for Vehicle ID also allows searching by hauling company name.
3. If the selected vehicle has an associated hauling company, the Carrier field will auto-populate.
4. If the selected vehicle has a captured Tare weight, it will auto-populate.
5. After selecting the vehicle, the Customer selection dropdown will auto-populate. If the selected vehicle is linked to only one customer, the system will auto-select that customer. If there is more customer linked, then the customer dropdown will show all linked customers, and you must select the correct customer.
   
   
   
   

6. The system checks if there is any previous ticket for the selected Vehicle and Customer combination. If a previous ticket exists, a popup will appear displaying the following details:
   Vehicle ID
   Order Number
   Order Date
   Pickup or Delivery type
   If you are creating a ticket for the same order, click YES, and the details will be auto-populated.
   If you are creating a ticket for a new order, click NO, and manually enter the details.
   If no previous ticket exists for the selected vehicle and customer, no popup will appear.

   Since this is a new Sales Order and Sales Order Item, click NO.
   
   
   
   

7. Enter the newly created Sales Order Number in the Order Number field. You can also search by Customer Name, and a list of all matching Sales Orders will appear in the dropdown list.
8. Select the Product Type from the dropdown list. The dropdown will display all Sales Order Items (SOI) created for the selected Sales Order.
9. The selected product's Unit of Measure (UOM) will auto-populate in the Unit of Measure field.
10. Select Pickup or Delivery. Delivery = Managed by Century Logistics. Pickup = Managed by the customer. For this use case, select Pickup. For Pickup orders, the Delivery Address is not required, therefore, the address field will be hidden when the Order Type is set to Pickup. Note: For Pickup orders, Material Sales Tax is calculated based on the Plant Location’s State and Zip Code.
11. Enter the weight information for the material being loaded.
    Tare: If the selected vehicle has a Tare weight recorded, it will be auto-populated. If not, the user must enter the Tare weight.
    Gross: The user needs to enter the Gross weight, which is the actual material weight for this ticket.
    Net: The Net weight is auto-calculated using the formula: Gross - Tare = Net. All weights are recorded in Pounds.
    Once the weights are entered, the system will automatically convert the Net weight from Pounds to the Product's UOM (Tons) and display the result in the Quantity field.
12. The system will then calculate the Total price and tax based on the quantity.
13. Select the Payment Method. If the customer has an Account on File, select Account on File (the Account Number field is optional). If the customer is on COD terms, select the appropriate COD mode (Credit, Cash, or Check). For COD, the user must enter the Transaction ID. For Check, the user should enter the Check Number. (These fields are optional).
14. Click Create or Create & Print. When Create is clicked, a ticket number will be generated, and the ticket status will be set to "Pending," under the TODAY’S LOADS section. When Create & Print is clicked, a ticket number will be generated, and the ticket status will be set to "Printed," also displaying it under the TODAY’S LOADS section.
    
    

Use Case 3: A previous ticket has been created, and additional tickets need to be generated for multiple deliveries for the same Sales Order.

1. Select the Plant Location.
2. Enter the Vehicle ID. The search function for Vehicle ID also allows searching by hauling company name.
3. After selecting the vehicle, select a Customer from the Customer selection dropdown.
4. Since there's already a ticket created for this Customer and Vehicle ID combination, the system will fetch the ticket details and ask if the ticket is for the same order. Click YES, and the details will auto-populate. Once the user clicks "YES," Sales Order Number, Product Type, and Delivery Address will auto-populate based on the previous ticket.
   
   
   
   
5. Enter the weight information for the material being loaded.
   Tare: If the selected vehicle has a Tare weight recorded, it will be auto-populated. If not, the user must enter the Tare weight.
   Gross: The user needs to enter the Gross weight, which is the actual material weight for this ticket.
   Net: The Net weight is auto-calculated using the formula: Gross - Tare = Net. All weights are recorded in Pounds.
   Once the weights are entered, the system will automatically convert the Net weight from Pounds to the Product's UOM (Tons) and display the result in the Quantity field.
6. Select the Payment Method. If the customer has an Account on File, select Account on File (the Account Number field is optional). If the customer is on COD terms, select the appropriate COD mode (Credit, Cash, or Check). For COD, the user must enter the Transaction ID. For Check, the user should enter the Check Number. (These fields are optional).
7. Click Create or Create & Print. When Create is clicked, a ticket number will be generated, and the ticket status will be set to "Pending," under the TODAY’S LOADS section. When Create & Print is clicked, a ticket number will be generated, and the ticket status will be set to "Printed," also displaying it under the TODAY’S LOADS section.