Settings & Lookups
Help with system preferences.
By Noel and 5 others6 authors27 articles
- Image Upload SettingsHow do I see the settings for uploaded images? Where can I change the settings for image uploads?
- Weighsoft Logos and Colour SettingsHow do I change the logos at the top of Weighsoft? How do I change the menu colours in Weighsoft?
- Area PostcodesThis article relates to the setup and maintenance of Area Postcodes in the Lookups section
- Setting Recycled and Energy Recovered Percentages for Waste Products in WeighsoftThe article provides details on how to set the recycle and energy percentages on products in Weighsoft
- Managing VAT Codes and Rates in Weighsoft
- Creating and Managing Products in Weighsoft
- Amending Units of Sale in WeighsoftThis article outlines the process for requesting changes to Units of Sale in Weighsoft.
- Invoice Ledger screenUnderstand the new Invoice Ledger screen in Weighsoft and learn how to switch between the old and new versions.
- EWC CodesThis article covers where to find and manage EWC codes
- Managing ContainersHow do I create or update a container?
- Activity codesWhat are Activity Code
- View or Create Product GroupsHow do I create a new Product Group? How do I edit an existing Product Group?
- Mass Data ImportsIs there a way to mass-import new data into Weighsoft?
- Manage Cancellation TypesSteps to create, edit and delete Cancellation Types in your system.
- Modify a Quote templateHow do I modify the template for Quotes on Weighsoft? Where can I find the Quote templates in Weighsoft?
- Access to LookupsThis article outlines how to access the Lookups section in Weighsoft
- How to create Site Access Times?How to create new or add more Address/Site Access times to choose from. Site Access Times are created in Lookups and can be set against an Address or an Order.
- Delete or Disable a ProductThis article details how to delete or disable a product and which option to use
- Manage Bulky ItemsThis article details how to create and manage Bulky items
- Document Upload SettingsHow do I see the setting for uploaded documents? Where can I change the settings or document uploads?
- Show previous days tickets on the Banksman appHow to keep previous days tickets visible on the Banksman app
- Sales RepsDetails on how to setup and use Sales Reps in Weighsoft
- How to Automatically Apply Extra Charges to a Product in Weighsoft
- Setup Ultra Low Emissions Zones (ULEZ)How to I setup Ultra Low Emission Zones and stop a vehicle from being scheduled in an Ultra Low Emission Zone?
- Restricting EWC Codes allowed to be used for an OutletFollow the steps below to add an EWC (European Waste Catalogue) code to an outlet's allowed list.
- Setting up Outlet LicencesSet up and assign outlet licences to enable permit numbers on Weighbridge transactions and printed tickets.
- Stopping Bounced Emails from an Obsolete or Unregistered Email AddressHow to identify and remove an obsolete or unregistered email address that is causing bounce-back emails in Weighsoft.