Manage Your Most Valuable Asset

Organize information and preferences for your accounts

 

Maintain Customer Information

Our goal is to help make doing business with your customers easier. Collect, organize, and manage critical customer information for your accounts.

Leverage customer management tools to create, edit and view customer information so you can maintain the latest data. Input vital information in your customer records, including company name, address, phone, primary contact, and email.

Designate a unique ID per customer for internal purposes and fast lookup. Create user-defined fields and store unique information. Store multiple addresses for customer orders and their delivery addresses. Select the delivery location on your ticket.

Associate trucks with customers to auto-populate the account name on your ticket. Associate trucks with multiple customer records.

 

Set Billing and Payment Terms by Customer

Scale management operations require different billing and payment options. Create different billing and payment terms for each record. Make billing information and payment terms available while carrying out customer transactions.

Save a credit status and designate clients who are on account. Also, manage accounts that are on hold or required to pay at the time of the transaction. You can choose to allow cash, credit card, and check transactions.

Set credit limits and warnings to alert the Weighmaster when customers are approaching or have exceeded their credit limit. Create pricing levels for specific orders.

Set individual prices and rates for materials and apply them to multiple customers based on orders. Define invoice payment terms for each buyer.

 

Ticket Preferences

Let customers choose how they want to receive their truck scale tickets by offering flexible scale ticketing options. You can provide printed tickets at the scale, email tickets to a designated email address, and send bulk ticket emails at the end of each day. Set these ticketing preferences for each customer on their customer record.

  • Tickets – email a copy of each ticket.
  • Invoices – email a copy of the invoice to email addresses listed in the customer file.
  • Bulk Ticket – email all tickets to the customer at the end of the day.
  • Ticket Form – enter the name of the ticket report to be printed.
  • Ticket Copies – set the number ticket copies to be printed.