Weighbridge Tutorial

Overview#

• The Weighbridge module lists the inbound and outbound weights recorded by the Trekscale weighbridge. BOS Server imports them at scheduled intervals.
• Each weighbridge record updates one transaction, for example, a Delivery Note or Goods Received.
• For the fields, statuses and the setup with Trekscale and BOS Server, see Weighbridge Reference.

💡These tutorials explain how to find weighbridge records, correct a pending record, update the linked transactions, change statuses, and view a record's changelog and transaction.

How to Find Weighbridge Records#

1. Navigate to Weighbridge.
2. Set the Date and Status filters. By default, all the Pending records are listed.
3. Click View (button).
4. Note: To export the list, click Menu (button) > Export Grid or Email Excel.

How to Correct a Pending Record#

1. Find the record.
2. Click Edit (button).
3. Correct the fields that need it:
   • Order No.
   • Del No.
   • Reg No.
   • Product
   • Haulier
   • Company
   • Destination
   • Note
4. Click Save (button). The changes are kept in the record's changelog.

How to Update the Linked Transactions#

1. Find the records and select them (hold down Ctrl to select several).
2. Click Actions (button) > Update Transaction.
3. At Update Transaction?, click Yes. The net mass updates the quantities on the transactions, and a message says how many records were updated.
4. Note: The transaction must be in an editable status. If the Transaction Type is not set up, the message Transaction used for Weighbridge has not been set. appears (see the Transaction Settings on the Weighbridge Reference).

How to Change the Status of Records#

1. Select the records.
2. Click Actions (button) and, under Status, select Pending, Complete or Cancelled.
3. At Set Status to …?, click Yes.

How to View a Record's Changelog or Transaction#

• Click the three dots (...) on the record, or right-click it, and select View Changelog to see who changed what.
• Select Open Transaction to open the transaction the record updated.

How to Delete Records#

1. Select the records.
2. Click Actions (button) > Delete.
3. At … Item/s will be deleted. Continue?, click Yes.
4. Note: Complete records cannot be deleted.