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
- 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
- Monthly Automated UpgradesOverview of the Monthly Automated Upgrades
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 WeighsoftHow to amend waste components in Weighsoft? How to regenerate waste components?
- 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