Bulk Weighing With ScaleQ Software | Cash Customer Workflow

February 27, 2019

Bulk Weighing scale management software cash customer workflow. 

ScaleQ scale management software cash customer workflow

Cash operations, both pay now and pay later, can include regular customers who work on a cash basis, paying for each load as it is weighed, or the homeowner picking up a load. In some operations, a customer will pick up a number of loads throughout the day, and then settle at the end of the day. This is called a pay later workflow. To facilitate it, a regular customer can be designated as a cash customer in the files > customer. If less than the full amount of the ticket is tendered, it will appear in the payment as an open item with a balance due. Transient customers can use a generic cash customer code and a truck code can be added on the fly based on license plate or other protocol. Because ScaleQ allows only one instance of a truck code in the yard at a time, some scale houses have multiple codes such as Pickup 1, Pickup 2, Pickup 3 and so on to accommodate having several transient customers in the yard at once. 

The basic workflow for a cash customer is the same as the workflow of a two-way pass or a one-way pass.

The difference in handling a cash customer comes as the truck weighs out. One weigh out, the finish button is replaced by a cash button at the lower right of the pane. Once you click cash the payment pane appears. If the payment is in full, an account is not required, but can be entered for reporting. If the amount tendered is less than the full amount (pay later), an account is required and you will be prompted for one if it is not supplied. An account can be added on the fly. Click finish to complete the transaction and to print a receipt. 

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