Overview
The Transaction Charge Configurator is an Evo app that has been created to automatically generate charges within Weighsoft based on rules set be the user. Once you set rules within the app they are passed through to Weighsoft and charges are then automatically created for any transaction that match a rule set.
Important: Because it is an app based in the Evo environment the app is only available to Access-Hosted systems that are running version 5.540 or higher.
Accessing the App
In order to access the app you will need to add it to your screen in Evo. The below is an example of how you can add it.
Create a New Space (tab) by clicking on the + and providing a name (in this example "Weighsoft Apps"
Click on "the "Add App" button in the top-right corner
Locate the "Transaction Charge Configurator"
Click Add To Space
Note: By default the app will appear on the left-side of the a screen, but it can be stretched to span the entire space (which we would recommend)
Create a Rule
The app is run based off rules that are created. Any time a transaction is generated in Weighsoft that matches a rule set a charge will be generated automatically.
To start the process, click on the Create Rule button in the top-right corner.
You will be present with a screen split into 2 sections - "Rule Parameters" and "Charge Output".
The first section details the rules that are required, and the second determines what charge will be generated when those rules are met.
Note: There is no limit to how many rules you can create so you can be as granular as you like
Rule Parameters
These are the rules required to create the charge.
Field | Purpose |
Title | Name your rule to make it easy to find in the future. |
Company | If your system is set up with multiple companies you can set which ones the rule will apply to. |
Accounts to Exclude | Allows you select specific accounts to which this rule will not apply. |
Module Type | Select the module in Weighsoft to which the rule will apply. This will determine what type of transactions the charges will be created for (for example if you set this to Skips then a charge will not be generated against Weighbridge transactions that also match the other rules) |
Account or Cash | Should the rule apply to Cash transactions, Account transactions or both? |
Vehicle Internal/External | Should the rule apply to jobs assigned to Interval Vehicles, External Vehicles, or both? |
Products | Select the Products that the rule will apply to. |
Units | Select the Units that the rule will apply to. |
Outlets | Select the Outlets that the rule will apply to. |
Start Date | Select the start date for the rule. Any transactions dated before this date will not have the rule applied to them. |
End Date | Select the end date for the rule. Any transactions dated after this date will not have the rule applied to them. |
Order Position | When viewing the transaction in Weighsoft, where in the order of items should web charge appear. By default the charge will be the last item listed, but if you set it to "2" for example the items would be listed as: |
Charge Output
These set the details of the charge transaction item that will be generated.
Field | Purpose |
Charge Product | Select product that will be used for the charge item (for example you could select a "Fuel Surcharge" product if you have created one) |
Charge Unit | Select the Unit of sale that will be used - most commonly this would be "Each" |
Charge Company | Select the Company against which the charge will be generated |
Charge Quantity | Set how may charge items will be created |
Charge Unit Value | Set the price for each charge item |
As Percent | Allows the Charge Unit Value to be expressed as a percentage rather than a fixed value (for example "2.00" would create a charge equal to 2% of the item rather than creating a charge with a value of £2) |
Charge Outlet | Select the outlet that the charge will be created against |
User Transaction Quantity (tickbox) | When enabled the "Charge Quantity" option will be greyed out and the quantity will match that of the original transaction. |
Example Rule
Below is an example rule.
It has been set so that, during the month of May, any time a transaction is created for the "10YD" product with the "REP" unit a charge will be created using the "Fuel Surcharge" product with a value of £10.00.
We created a "REP" job for that product and the system created the Fuel Surcharge item as below.
In addition, thanks to the date range, when we created an identical job for 01/06/26 the rule did NOT apply and therefore no Fuel Surcharge was created.
Edit an Existing Rule
To edit a rule simply locate it in the main screen and click the Edit button.
Make any required changes in the Edit Rule screen and then click on Save Changes.
Note: The changes will take effect from that point forward but will not make any changes to charges that have already been created
Warning: Because the app is based in Evo there are no audit logs. This means there is no way to determine who has made changes to rules.
Edit Rules En Masse
It is possible to edit rules en masse, but only the End Date can be amended this way (effectively allowing you to end all rules at once if required.
On the Rules screen tick the box on the left to select the rules you wish to end (or enable the top box to select all rules at once).
Click on Functions
Select Update End Date
Select the new End Date for all the selected rules
Click Update
Copy an Existing Rule
To copy a rule simply locate it in the main screen and click the Copy button.
Delete a Rule
To delete a rule simply locate it in the main screen and click the Delete button.
Warning: if a rule is deleted there is no way to retrieve it. If you want to stop a rule but think you may need it in the future it might be preferable to amend the End Date to stop the rule from being applied - that way you can easily re-instate it later on.