The Inbound / Outbound screen is the central hub for managing all facility traffic entering and leaving a facility. From here, you can create and track inbound and outbound orders, view current and future order information, and access historical data.
Helpful Tip: To search all text using CTRL-F, you must first click on the Expand All Sections button.
Field Descriptions
The Inbound / Outbound screen is comprised of the header section and 4 tabs. The header section may change slightly depending on which tab is being viewed. The header and additional fields are explained in this section.
Inbound / Outbound / History Tabs
Three of the tabs, Inbound, Outbound and History, all have the same basic fields and header info and are focused on the overall traffic in and out of the facility with details per order.
Field
Description
Header Info
Facility
Filters the screen to only display order records for the selected location. The selection made here also affects the search function when creating a new inbound ticket.
Status
Filters what is displayed based on the Work Status of the Service order as either In Progress or Scheduled.
Within scheduled, the option to view All, just Today, Next 7 Days or by a given date range.
Tare Truck or Equipment
Select to tare or re-tare a truck without navigating to Customer Details.
The total number of loads listed along with the total weight and volume of all loads listed.
Traffic Direction History Tab Only
Filters the list to view Inbound only, Outbound only, or all.
Posting Status History Tab Only
Filters the list by status.
From / To History Tab Only
Filters the list by a date range.
Has Manual Weight Only History Tab Only
Check this box to view only service orders that had their weight manually entered.
Tab Area
Order #
Displays the inbound service record number as a clickable link. Click on the hyperlink to open the Edit Inbound / Outbound Ticket screen.
Date
Shows the recorded date and time of ticket creation.
Vehicle
Shows the vehicle details for the recorded vehicle.
Account / Site
Links the account or site associated with the disposal record.
Transport Info
Displays the transport method recorded at the time the ticket was created.
Service Info
Shows the service code, work type, and additional service-related information.
Materials / Adjustments
Shows the material type that was logged when the ticket was created..
Weight
Displays the Gross, Tare and Net weights recorded for the vehicle.
Additional Info
When a work order is linked, the driver and line of business are displayed. If weights are manually adjusted and a reason code is required, the system also displays the user's name and the selected reason for the change.
Notes
Any notes added to the disposal ticket will appear here.
Footer
Today's Daily Totals Inbound / Outbound Tabs Only
A running summary for the current day with a date/time stamp that tracks Inbound and Outbound loads.
Daily Totals Tab
The Daily Totals tab is a summary by day specifically focused on the total number of loads brought in and out and their summarized weight and volume.
Field
Description
Filters
Facility
Filters the screen to only display order records for the selected location. The selection made here also affects the search function when creating a new inbound ticket.
From / To
Filters the list by a date range.
Fields
Date
Shows the recorded date and time of ticket creation.
Inbound Loads / Weight / Volume
The number of loads that came into the facility with the total weight and volume captured.
Select the Loads hyperlink to view a summary by material.
Outbound Loads / Weight / Volume
The number of loads that left the facility with the total weight and volume captured.
Select the Loads hyperlink to view a summary by material.
Count
The total loads (Inbound + Outbound) for the listed day.
Setup
Setup information is categorized into required to operate Scale and optional. All setup is described in detail in the Scale Setup article.
For all Scale Setup, reference Scale Setup. Here are a few configurations that can be set up for operational efficiency:
Set a Default Weight - Truck
Boost efficiency and keep inbound traffic moving smoothly by pre-configuring a trucks tare weights in Customer Service > Site Inventory > Trucks or Setup > Operation > Truck.
Set a Default Material - Facility
Set a default material for a facility in Setup > Operations > Facility by selecting the material to use from the Default Inbound Material list. This will auto-populate the Material field for an Inbound / Outbound ticket.
Set up so that More than One Material Allowed
If inbound orders should allow more than one material to be recorded, select Enable Multiple Materials from the the Load Material Composition options in Setup > Operations >Work Type.
This will automatically set the status to Posted when the ticket is marked completed.
Set up Material Origin Based Feeds
An optional Origin Based Fees Setup is available to apply disposal rates by material origin. This will add a charge to the Charges tab based on the origin of the material.
Enable Source Tab Visibility
The Source tab will display on the inbound order when the Track Inbound Source / Origin setting is enabled in Setup > Operations > Work Type [Details tab]. When configured, the inbound order cannot be completed until the required information has been recorded.
Inbound / Outbound Processes
There are many actions or processes that can be executed from the Inbound / Outbound screen. If an article is available, the link is provided. Otherwise, an abbreviated how-to is provided to get you started.
