Updated Articles

  1. Inbound / Outbound (Operations) - NTEP Compliance Controls Added (20219)

    For scale operations that must follow NTEP requirements , a database-level setting will be enabled to restrict manual weight entry to three scenarios: The scale read was attempted and failed. When reading from a scale and an...
  2. Import Inventory

    Pathway:  Operations > Inventory Management The Import Inventory tool is used to mass import equipment inventory from an external CSV file into Navusoft. This article details that process and includes the CSV file requirements for a succe...
  3. Prepayments (Create On Call Order)

    Pathway:  Accounts > Search: Account > Create On Call Order > Prepayment [link] The Prepayment option is a feature that can be used during the creation of an on-call order to collect payment before a service is started. This allows for ...
  4. Create On Call Order

    Pathway:  Customer > Search > Accounts The following process applies to scheduling on-call orders. Fields in red are required and must be completed in order to save and schedule the order. Fill in any additional fields based on your com...
  5. Blanket Purchase Order Management

    Pathway:  Accounts > Blanket PO Management Access the Blanket Purchase Order Management screen to view both active and expired blanket purchase orders across all accounts and sites. Blanket Purchase Orders are managed at the account or ...
  6. Apply Convenience Fee

    The Convenience Fee feature allows businesses to add an optional fee to manual payments . This can help cover processing costs for payments made in person or over the phone. Convenience fees are set up at the Account Class level, so you can app...
  7. Add Photos, Attachments, Purchase Orders and Waste Profiles to Accounts

    Pathway:  Accounts > Search > Accounts From the Account Details section of the Customer Service screen, click the attachments icon to add photos, documents, purchase orders, and waste profiles. The red item number alert displays a dynam...
  8. Site Inventory (Trucks)

    Pathway:  Account (Customer Service Screen) > Display Inventory  > Trucks (tab) The Trucks tab is part of the scale process and enhances the efficiency of the disposal ticket workflow. If you wish to learn further information about Scal...
  9. Truck Setup

    Pathway:  Setup > Operations > Truck The Truck Setup tool is used to add and edit the trucks a company uses to collect waste.  Upon open, all trucks are listed.  Use the Division and Line of Business filtering options located at the top o...
  10. Truck (Setup / Operations) - New RFID tag field added for Trucks (20477, 20420)

    A new RFID (Radio Frequency Identifier) field has been added for trucks (internal or 3rd party) which allows tracking between a truck and its associated RFID transponder tag. The field is not mandatory but if entered, the RFID must be unique. If...