The Products Setup and Enquiry window offers access to this window from multiple Main Menus for fast user access. Creation of a product is available to all users however setting a Price and Cost by Location is mandatory before products are made available for selection via the Pre-Entry, Entry or Exit windows and requires Administrator privileges because this determines the profit centres 'List' price for any product.
Product Maintenance Features(described in a three columns layout):
Left - Product Type, that of Cart or Rock Type true or false values offering further radio options.
Middle - Visible on transport (CART) product type selection only.
Right - Per per product (four month period) last to current Balances of net price, cost, tonne and average totals.
Product Field List
Code
Means the unique Product Code setup for the product.
Description
Means the name or Description of the product.
Type
Means one of two product type categories set for any product. Cart Type means a transport or logistics type product available for selection in Pre-Entry, Entry, and Exit via the Vehicle Configuration, Calculation and when Fixed Price transport is True fields. Rock Type product refers to anything else (e.g. Clean Fill although a waste product will still be setup as a Rock Type product) available for selection within the Pre-Entry, Entry and Exit product field.
Active
Means the product is available for selection within the Pre-Entry, Entry and Exit windows.
Fixed Price
Means True or False the product is set as being Fixed Price by default on selection of the product within the Entry and Exit windows. Fixed Price means the Price (set at either Location, Destination or Price book levels) per Tonne multiplied by one.
ID Configuration
Means a Cart Type product only and on True the product code description is available for User selection as the default Vehicle Configuration setup with the Vehicles window and is therefore made available for selection from the Vehicle Configuration field within the Pre-Entry, Entry and Exit windows and as product code only, selection from the Calculation field. When False reported as a product code only is available for user selection from the Calculation field.
No Onsite Count
Means Cart Type product only and on True as a default on User selection with vehicle setup or selection within the Pre-Entry, Entry and Exit windows the Vehicle Configuration is not to be considered as a Movement count (in relation to Resource Consent reporting, i.e. Cart Trailer Only referencing a Split Load) and when False means for every Vehicle count there is a Movement Count match.
NoOnsiteDesc
Means a simple description and Text type field of when No Onsite Count (above) is True, the default description to be populated into the Pre-Entry, Entry and Exit windows offering reason why the Vehicle Configuration should not be considered and therefore added to Movement Counts (referencing Resource Consent reporting requirements).
Est Net Weight
Means a Cart Type product only its estimated net weight with which to base and calculate the value of each Pre-Entry transaction whether its a Supply Only or Supply and Deliver transaction type, employed within the Pre-Entry Product Forecasting tab.
Profit Centre Max Weight
Means notification is provided to users on exceeding either the maximum tare (Entry) or gross (Exit) weights. Values are set per profit centre when multiple have been setup and per Vehicle Configuration. When the maximums are exceeded the appropriate Tare or Gross Weight fields are reported in red and flash for users. On transaction Save, notification “Maximum Weight Exceeded” is provided before Save will occur offering choice of continuing with the transaction, and saving it, and/or notifying the vehicle driver that on proceeding they could be found liable and incur transport authority penalties.
Successful Product setup requires population of Code, and Name fields only, the Type is defaulted to Rock as its the most common with Active and Alert on $0.00 radio buttons also defaulted to True.
The Product Configuration means the user product type selected; being that of Types Rock or Cart. The truck icon being visible means a Cart (logistics or transport) Type, products only.
Type Rock - Means a product sourced from or disposed of in the profit centre.
Type Cart - Means a transport or logistics type product where the profit centre could and can charge customers for transport.
Pre-Entry Forecasting is a result or outcome of users employing the WZWB bookings management system in creating Pre-Entry transactions. The benefits are that of informed product manufacturing and site production decisions.
Users need only browse the Navigation grid with the Product Maintenance Forecasting tab as open in order to see expected orders for 'Today' and any future dates on any product whether the product is either of a Cart or Rock Type.
Users can drilldown with double click to view, edit and optionally update the Pre-Entry transaction.
Users can right click for the standard Pop out features with drag and drop delivering grid flexibility.
Views are customized (meaning fields hidden by default) as per the Product Type selected e.g. Supply and Deliver transactions consists of both a Cart Type product and a Rock Type product but on selection of either product type total report as per the individual product type selected.
Supply Only transactions do not form part of any Cart Type product forecasting totals.
Rock and Cart Type unit prices (per tonne) are reported as per Location/Destination pricing as the default which are then superceded by price book pricing where the Pre-Entry record has both an Order and it optionally has a price book (or Special Price book) assigned.
With Pre-Entry transaction edit (i.e. Product and/or Order, Destination including the transaction type being Supply Only or Supply and Deliver) the results are automatically and instantly updated to the Forecasting tab.
The Dispatch tab stores and groups all Exit saved transactions by product.
Users can drilldown, double click to view, edit and optionally update the Exit saved transaction directly.
Users can right click for the standard Pop out features with drag and drop delivering Grid flexibility.
On user click of the orange labels from the Product Maintenance tab - Balances section (below) users will drilldown to the Dispatch Transaction tab and grid here in where dispatch transactions are automatically filtered to show the period/month selected.
Supply Only transactions do not form part of any Cart Type product Dispatch transaction grouping because there is no transport cost or price for Supply Only transaction types hence these transaction types are reported and grouped under the Rock Type product category removing any duplication of product totals that might otherwise occur.
Administrators will view results globally (as above) and have the choice of filtering data by profit centre where Basic Users will view information as per the profit centre they are logged into only.
The Transactions Summary tab offers users the ability to generate quick Rock Type only report where all products are grouped and reported by day, week or monthly user selected periods. In summary this grid reports docket production or vehicle counts, net tonnage, and both net value and average price for any one product over the selected periods.
Users can right click for the standard Pop out features with drag and drop delivering grid flexibility.
Administrators will view results globally (as above) and have the choice of filtering data by Profit Centre where Basic Users will view information as per the profit centre they are logged into only.
Features a snap shot of the net price and cost, tonnage and average price and cost per product per month. The orange highlighted monthly labels will continue to roll over showing the current month plus three past months providing a quarterly total. Administrators will view totals globally where Basic Users only as per the profit centre they are logged into.
On user click of the orange monthly labels users will drilldown to the Dispatch grid where dispatch transactions are automatically filtered to show the month selected.
