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Heath Umbach

  • Total activity 472
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Activity overview

Latest activity by Heath Umbach
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    Heath Umbach created an article,

    How to Assign Multiple Cost Codes

    Haulers often work on projects that involve various tasks or materials that correspond to multiple different cost codes. That’s why we’ve added the ability for Trux Construction customers to create...

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    Heath Umbach created an article,

    Viewing Sales Orders

    Roles Customer Admin and Customer Sales Rep Create/edit sales orders View sales orders Import sales orders (API/CSV) Search/filter sales orders Scale Clerk Supervisor and Scale Clerk View sales ...

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    Heath Umbach created an article,

    Viewing Sales Orders

    Roles Customer Admin and Customer Sales Rep Create/edit sales orders View sales orders Import sales orders (API/CSV) Search/filter sales orders Scale Clerk Supervisor and Scale Clerk View sales ...

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    Heath Umbach created an article,

    Viewing Customers

    Roles Customer Admin, Customer Sales Rep View customer profile data Create/edit customer profile Search by customer name/ ID View sales orders Create sales orders View historical sales data View c...

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    Heath Umbach created an article,

    Viewing Customers

    Roles Customer Admin, Customer Sales Rep View customer profile data Create/edit customer profile Search by customer name/ ID View sales orders Create sales orders View historical sales data View c...

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    Heath Umbach created an article,

    Viewing Products

    Roles Customer Admin Create/edit products View products Associate products with origins View origin-specific products Import products Customer Sales Rep, Sales Clerk Supervisor, Scale Clerk View...

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    Heath Umbach created an article,

    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-cle...

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    Heath Umbach created an article,

    Add a Driver or Truck

    Roles Customer Admin, Scale Clerk Supervisor Search for Driver profiles Create Driver profiles Edit Driver profiles Search for Trucks Create Trucks Edit Trucks Scale Clerk Search for Driver prof...

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    Heath Umbach created an article,

    Viewing 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, Sca...

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    Heath Umbach created an article,

    Viewing Products

    Roles Customer Admin Create/edit products View products Associate products with origins View origin-specific products Import products Customer Sales Rep, Sales Clerk Supervisor, Scale Clerk View...