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Managing Containers

How do I create or update a container?

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Written by Dylan Jackson
Updated over 2 months ago

Overview

Weighsoft allows users to create, update, and manage containers through the Lookups section. This article outlines the steps for managing containers and how they can be linked to jobs or orders.


Creating or Updating a Container

Accessing the Container Lookup

  1. Go to Administration > Lookups.

  2. Click C and then select Containers from the list.

Finding an Existing Container

  • Enter the container Serial Number in the Weighsoft navigation search bar.

  • Hover over All, then click By Container Number.

Using Search Filters

Click Search in the top-right corner of the container screen to open filters. You can use one or multiple filters:

  • Container – Type of container.

  • Number – Container number.

  • Serial Number – Unique serial number.

  • Location – Where the container is stored when not in use.

  • Status – Current status of the container.

Click Search at the bottom of the filter box to view results.


Actions

  • Edit – Modify an existing container.

  • Delete – Remove a container.

  • Create New Container – Add a new container.

Required Fields

When creating or updating a container, the following fields must be set:

  • Container

  • Location

  • Number

  • Status

Optional fields:

  • Serial Number

  • Notes

Important: The Number and Serial Number (if set) must be unique. If either is already in use, Weighsoft will prevent creation and display which record is conflicting.

Click Create or Update in the top-right corner to save changes.


Assigning Containers to Jobs or Orders

Containers can be linked to a job or order from the following areas:

  • Skip Order

  • Skip Outstanding Tickets

  • Weighsoft Android Solution

Skip Order

  • Click the Cog icon under the prices section.

  • The Container No will be visible.

  • Click the Magnifying Glass to select the container on site.

  • Click the icon to the right of the magnifying glass to view container history.

Outstanding Tickets

  • Select a ticket.

  • In the Extra section (left-hand pane), locate:

    • Skip Del No – Container delivered.

    • Skip Col No – Container collected.

  • Click the Magnifying Glass next to each to assign the appropriate container.

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