Manifest Consolidation Setup
Last Modified on 07/29/2026 12:26 pm PDT
The following article outlines system setup requirements for successful use of the Manifest Consolidation tool in the Operations module.
Setup: Facility
Pathway: Setup > Operations > Facility
Specifies the transfer station, landfill, or other facility where collected waste is transferred, processed, or disposed of. Correct setup here is important for Transfer Work Order automation in the Manifest Consolidation Batch tool. Review the Facility Setup documentation for additional information on the Facility Setup screen.
Add a Facility
- Select the green '+' icon to add a new location.
- Complete all required fields in the Facility Settings tab on the popup editor. Required fields are highlighted in red.
- Complete additional fields based on industry/company requirements.
- Link a site in the Automatic Transfer Work Order section for the system to auto-generate a transfer work order to. Refer to the section below for more information.
- Click Save when finished.
Automatic Transfer Work Order Setup
Once a transfer batch has been marked 'Ready to Ship' (Operations > Manifest Consolidation), the system will auto-generate a transfer work order to the location identified in Automatic Transfer Work Order.
- Select the Search icon from the Automatic Transfer Work Order section. This will display a Site Search popup.
- Enter the name of the site in the search field (of the Site Search popup).
- Select the site from the results that are returned and the Automatic Transfer Work Order fields will auto-populate with the site's information.
- Click Save when finished.
Setup: Transporters
Pathway: Setup > Operations > Transporters
The Transporter Setup screen identifies who will be transporting the consolidated waste to the final disposal location. Transporters added here populate the Transporter field in Manifest Consolidation Batch.
- Select the green '+' icon to add a new location.
- Complete all required fields in the Add Transportereditor. Required fields are highlighted in red.
- Consider completing additional fields based on industry/company requirements.
- Click Save when finished.
Setup: Manifest Consolidation Eligible
Pathway: Setup > Operations > Manifest Consolidation Eligible
The Manifest Consolidation Eligible tool is used to identify Charge Code eligibility for transfer consolidation batching. When an eligible charge code is scanned, the system will auto-assign it to a transfer consolidation batch based on the setup it includes.
Enable Charge Codes For Auto-Batch Assignment
Identify which charge codes are eligible for transfer batch assignment. Upon scanning an eligible item it will be assigned to an open transfer consolidation batch.
- Select an option from each of the drop down filters: Division, Disposal Location and LOB.
- Click Load. Charge Codes will load based on the filters selected.
- Select the toggle button to 'on' for each charge code you wish to enable.
Assign a Default Transfer Disposal Destination to a Charge Code
After a charge code has been enabled, a Default Transfer Disposal Destination can be assigned. Click within the column to display a drop down list of options. If the charge code is not enabled, the drop down selection is unavailable.
Related Articles
Manifest Consolidation Workflow/Steps
- Routing and Collection
- Scan and Weigh
- Prepare Open Batch for Shipping
- Shipment Receipt and Processing
- Print Manifest
