General
Handy information to general topics.
By Noel and 6 others7 authors69 articles
- Booking an UpgradeHow do I book a Weighsoft upgrade? When can Weighsoft upgrades be carried out?
- Changes to Ticket, Invoice or Report TemplatesHow can I change the the layout or setup of a template within Weighsoft?
- New Development RequestsThis article covers how to request development changes to the system.
- Performance Issues
- Reset a Job to "Active"This article details how to set a job back to the "Active" status
- Steps to take after a Weighsoft upgrade
- Remote Access Options for The Access Group SupportThe article details the options for allowing the support team remote connections to your systems and servers
- Post-Restart Operational Checks for Weighsoft ServerDetails to consider if the server on which Weighsoft is installed requires a reboot
- Introducing Intercom in Hosted Weighsoft
- Disallowed Characters in Weighsoft
- End of Support Notice: Dot Matrix Printers & Weighsoft Forms
- Using the Move Records Function in WeighsoftThe article outlines how to use the Move records function in Weighsoft
- Digital Waste TrackingDoes Weighsoft cater for digital waste tracking?
- System Data QueryWeighsoft is displaying the incorrect data. Why is this data on this screen incorrect?
- Move jobs to a different orderThis articles covers how to move a Skip or Material job from one order to another.
- How to clear browser cacheHow do I clear my browsers cache?
- Document cannot be securely downloadedWhen I try to open a PDF I get the error "document cannot be securely downloaded"
- Assigning or Updating User LocationsHow can I assign a location to a user
- Slow LoginHow do I speed up the login process? Why is it taking a long time to login to Weighsoft?
- Operations page not loadingHow do I resolve the issue of my Operations page not loading after I entered the date in an incorrect format?
- Create unsigned Duty of Care runHow do I create a list of duty of care notices that haven't been signed?
- Manual Data UpdatesCan you make a bulk update to my data?
- Unable to find ticket in Outstanding Tickets screenWhy can't I see some tickets in Outstanding Tickets Tickets missing from Outstanding Tickets screen
- Merge AddressHow can I merge one address into another?
- Accessing Your Test SystemThis article details how to access your Weighsoft Test system
- Cancelling a jobThis article details the steps required to cancel a job in Weighsoft
- Stock Level ChangesI need to make an amendment to the stock levels
- Getting support in WeighsoftI want to raise a case How do we get support in Weighsoft? I want to raise a support ticket with the team. Get support within Weighsoft
- The Weighsoft Co-Pilot skill isn't working in Evo
- Raising a Wasted Journey ChargeHow do I create a wasted journey charge? How do I charge a customer when cancelling a job?
- Setting up or switching card payment integrationThis article offers information on setting up a card payment integration in Weighosft and on switching current integration.
- System-Wide Uploaded DocumentsThis article outlines the details of the System Uploaded Documents screen in Lookups
- Incorrect Driver showing on Operations screenWhy is the wrong driver showing on the Operations screen? The driver keeps changing on the Operations Schedule screen
- Viewing Ticket LogsHow do I see the logs for a ticket?
- Error when searching by Transaction Ticket NoThis article explains what to do when you try to search by Transaction Ticket No but receive an error
User Management
Articles related to creating and maintaining users within Weighsoft
- Create a new Weighsoft UserHow do I create a new user in Weighsoft?
- Create a new User GroupHow do I create a new user group?
- Unlocking a User and Resetting Passwords in WeighsoftThis article covers the process of unlocking a Weighsoft user and resetting their password
- Edit a Users groupsHow do I add a Weighsoft user to a user group? How to I remove a group from a Weighsoft user?
- Homepage contentsThis article details how to add or remove options on the Weighsoft homepage
- Delete a Weighsoft UserThis article details how to delete a user in Weighsoft
- User Url ManagementThis article details how you can use URL Management to block users access to certain pages within Weighsoft
In-System Vehicle Checks
Articles related to the in-system vehicle checks functionality
- Vehicle Checks OverviewThis article offers an overview of the in-system vehicle checks
- Vehicle Check SettingsThis article details the settings and permissions linked to the in-system vehicle checks
- Vehicle Check itemsThis article details the creation and editing of vehicle check items in the in-system vehicle checks area
- Assign Vehicle ChecksThis article details the use of the Assign Vehicle Checks screen
- Vehicle Check screenThis article details what is shown in the Vehicle Check screen
- Vehicle Check LocationsThe article details the Vehicle Check Locations screen
- Vehicle Check RepairsThis article details how to use the Vehicle Check Repairs screen
- Fuel LogsThis article outlines the Fuel Logs screen
Transactions
Managing transactional data
- Restoring Deleted Transactions in WeighsoftThe article details the steps required to restore a transaction that has been deleted
- Using the Full Transaction Edit Screen
- Amending Waste Components on Existing Transactions in Weighsoft
- Searching for Older Transactions in WeighsoftThis article explains how to search for transactions older than 3 months in Weighsoft, and how to change the default date range for transaction searches.
- Updating Multiple Transactions in Weighsoft Using "Update En Masse"This article details the steps to update transactions in bulk
- "New" Transaction ScreenThis article explains the new Transaction screen and how it can be enabled or disabled
- Unable to locate job or transactionI cannot find the transaction for this job, where can I find this?
- How to switch the EWC code on a transactionThis article explains how to correctly use the "Switch Transaction EWC Code". This feature allows you to update the EWC code on a transaction.
- How to find and regenerate failed transactionsMy job is complete, but there is no transaction.
- Change the Account on a Transaction
- Company Missing from TransactionWhy do my transactions have no company code?
- Creating Rebate Transaction ItemsI need to add a rebate to a transaction.
- Delete TransactionsHow do I delete a transaction?
- Searching for Uninvoiced TransactionsThis article details how you can locate and view uninvoiced transactions in Weighsoft.
- Reprint or Email a group of ticketsThis article outlines how you can print or email a group of tickets or transfer notes.
Vehicles
Articles related to the management of vehicles
- Managing Vehicle Schedules in WeighsoftThis article covers how to manage vehicle schedules and create missing entries
- Add new Vehicle or trailer in WeighsoftThis article covers how to add new vehicles or trailers to Weighsoft
- Create a new Driver in WeighsoftThis article details how to create a new Driver in Weighsoft
- Scheduling Jobs to VehiclesThis article details how to schedule/assign jobs to vehicles