Setup Options

Setup Options; Main Tabs

All tabs (below) require Administrator access and privileges in order to update any values.

Auto Generate Code - Offers an ability to template system generated Docket, Job/Order, Price book, Invoice and Invoice Batch number system settings.
Weighbridge Scales - Offers Scale Setup of each physical weighbridge requiring allocation to a profit centre.
Movement Count - Offers a Resource Consent toolset if applicable and sets profit centre capacity constraints such as your business hours, Load Out Start Time settings and more.
Database - Offers WZWB Database Configuration and Setup.
ERP Interface - Offers WZWB external systems configuration and integration, used for exporting of Accounts Receivable invoices to external systems.

Top

Settings User Tab (Default)

User Security Maintenance within WZWB of Super, Administration and Basic do not impact on a users ability to set their own default preferences within both the Settings User default and Local tabs.

Top

Settings Local, Scheduler & System Tabs

Local tab - Offers local machine settings only and offers a number of basic user settings and defaults for the machine the user is currently logged in from.
Local Printers tab - Offers Printer Setup offering A4 and/or Docket Printer setup per User and Local Machine.
(PE) Pre-Entry Scheduler tab - Offers a range of defaults for users with access to Pre-Entry Scheduler functionality.
System tab - Offers the recording of your tax (or GST) percentage with the enabling of Resource Consent, Movement Counts and Loader Scale functionality by profit centre.

Top

Fetch Block From

Fetch Block From means a quantity or group of transactions beginning from the current date and day and looking backwards. The smaller the Fetch range is; the faster the application is. Fetch default is set as being 3 months (with a month measured in 28 day blocks) meaning viewable history from and including the current date.

The monthly value is a user preference which can be edited at any point in time as required and applicable.
Pop out functionality offers First, Next, Prior and Date Range Fetch block selection on all main grids.

Top

Show Hints

Show Hints is applicable to the entire system, reporting hints and tips for every window and/or applicable grid field.

Top

Docket Preview

Docket Preview shows an on screen preview of the dispatch docket and it's outputs. Outputs are as per the Report Writer and docket layouts selected.

Top

Double Click Pre-Entry/Entry/Exit

Double Click applies to the Main Daily Operations setting double click as the user preference to process vehicles from Pre-Entry to Onsite and from Onsite to the Exit grid with the default value being single click.

Top

Expand On Refresh Tab Change

Expand on Refresh applies to the Main Pre-Entry Planner, Dispatch grid and Transactions grid tabs, setting a user preference of viewing data expanded with the default setting being that of collapsed.

Collapsed Expanded

Top

Skin Selection

Skin Selection is a user specific preference with the default being Money Twins. Skin previews are automatic with each change of a skin delivering a different look and feel, before applying it.

Top

Show Past Pre-Entry

Applies to the Main Pre-Entry grid showing Pre-Entry transactions not completed for past dates.

Pre-Entry transactions between the current date versus past dates are clearly identified with pre-entry transactions not completed for past dates, highlighted in red.
When True users are provided with a Pop out option for 'Today' only removing the view of transactions not completed for past dates.

Top

Settings Grid

The Settings Grid determines the default value when Supply Only is True e.g. The Onsite Hauler (or transport company) is not employed by the profit centre for this transaction hence will record this value as the Supply Only Default Destination Description in the Supply Only Destination field and print this value on the dispatch docket.

PC Code - Is determined and defaulted from Profit Centre Setup.
Supply Only Default - Is User Defined printing this value as the Default Value in the Destination Field of the Dispatch Docket.
Add - Is a reference to Invoice Export or ERP Invoice production. It's purpose is for Supply Only transaction types, adding the Supply Only Description (excluding the Supply Only default value of 'N/A' 'Supply' or 'Drive Safe' ) to the applicable invoice line detail.
When False will not export the Supply Only Description in the 'Destination/Description' field within the invoice line detail.
When True exports Supply Only transaction descriptions (excluding the Supply Only default value of 'N/A' 'Supply' or 'Drive Safe' ) into the 'Destination/Description' field within the invoice line detail.

Top

POS Mode

POS (Point of Sale) Mode offers the main control options for the POS Terminal which is primarily designed for unmanned operations meaning vehicle driver self entry and exit.

Start in POS Mode - Set only with Administration privileges delivering automated (POS) User login.
When True; on machine Start or Restart WZWB POS Mode is automatically enabled, without User intervention.
Vehicle drivers need only record their Vehicle ID (Registration) via Touch Screen or 'other' enabled device and proceed Onsite.
When True; on running WZWB from your Desktop the application will launch the POS Terminal Mode by default.
Offers opportunity for anyone to simply turn off and on again your physical computer running the POS Terminal (correcting 'machine' error, should it occur).
Require Pass To Close POS - Adds a layer of security to the POS Terminal machine in it entirety.
With an automated Login and Password comes security risks hence its recommended that when Start in POS Mode is set to True, Require Pass to Close POS is also True.
When Require Pass is False, ESC is the quick key to close the POS Terminal, offering successful
manned operation
settings and control.
The POS Close button can be viewed and therefore accessed by any vehicle driver entering and exiting the profit centre; on True requires password returning users to
manned operations
.
POS Predictive Text
- Makes it easier for vehicle drivers to record their ID (or vehicle registration) because predictive text looks up the entire database and reports the closest match for each character recorded.
When false offers a security advantage in ensuring that the ID is recorded accurately, exists in the database and that it doesn't belong to any other vehicle before successfully proceeding onsite.
Hauler Customer(s) - Opens the Hauler Maintenance; Hauler Customers tab for the purpose of limiting profit centre Customer selection based on user Hauler selection.

Top

Apply button

The Apply button is a process to test and/or check on changing settings; it's effect on the system or Users Login before committing them. Using the Expanded or Collapsed function as an example when users click Apply they will see (in the background) the effect of this radio button on either the Pre-Entry Planner, Dispatch or Transactions Grid tabs.