Operations

Overview

The Operations section of PIVOT is where the bulk of the action happens day to day. The Operations Page shows LOAD SUMMARIES for all loads entered at each site for the day. DAILY PAYMENT SUMMARIES are shown at the top of the page and quickly show the payments taken for the day. The HOLD FILTERS can be used to filter loads between completed loads and held loads, which depending on your site you may or may not have access to. To enter a new load simply click the ADD LOAD button.

Load Entry

General Load Entry

Load Creation

The first field to complete when entering a new load is the REGO FIELD, and if relevant the company under ACCOUNT FIELD (See below for Account Customer Load Entry). Each waste material entered as part of a load is referred to as a ‘SUBLOAD’, their details can be seen under SUBLOAD DETAILS. The WASTE CATEGORY is the first option to be selected to complete a SUBLOAD.

Waste Combination/SUBLOADS

To enter a SUBLOAD, select your CATEGORY, MATERIAL, TYPE and then WASTE QUANTITY (Which refers to Qty of type i.e.. 1 Bag, or 1 cubic m). This selection is referred to as a waste combination.

Note: The waste combination options pictured above are for demonstration only and vary

by organisation.

Payment and Completion

If the load contains more than one waste material use the ADD SUBLOAD button to add an additional SUBLOAD. If not, you can select a PAYMENT TYPE (if payment is required). There is a free text COMMENTS field which can be used for Purchase orders of general comments. There are several COMPLETION OPTIONS which can be selected based on your needs:

  • COMPLETE AND EMAIL- This will complete the load and present you with an option to email the receipt to the customer.

  • COMPLETE AND PRINT- This will complete the load and generate a receipt for physical printing.

  • COMPLETE- This will complete and close the load.

  • HOLD- This exits the load but leaves it in the HELD state which allows you to come back and complete it later.

  • REJECT- This will close the load and remove it from the day’s records. Rejecting a load required a comment as a record of the load will still be stored in the system.

Account Customer Load Entry

To create a load for an account customer the process is largely the same as the General load Entry process with a couple of small variations. If the customer has their vehicle registration set up against their account, the company details will automatically populate once the registration is entered. If not, you can manually type the account name in to the COMPANY FIELD, once you start typing you will be offered options from a drop-down list.
If you need to create a new account, you can use the ADD COMPANY button which will allow you to set up a new account (see below note).
Once an account holder is selected, an additional payment option will appear for ACCOUNT PAYMENT. If a Purchase order is required for the load, it can be entered in the PURCHASE ORDER field.

Note: If using the ADD COMPANY button you will only be able to enter the account name here and will need to complete the account set up through the Companies module.

Prescribed Waste/Certificates

If your waste load required a certificate number such as a prescribed waste certificate, or waste transport certificate the combination can be configured to present a CERTIFICATE NUMBER field in which the appropriate number can be entered.

Weighed Loads

Waste combinations can be set up for Qty of items, volume or weight. For weighed combinations, the weight fields will appear. The GROSS WEIGHT field will automatically populate if you have a weighbridge integrated with PIVOT, otherwise it can be manually entered. If the load includes a known vehicle with a weight set in the system the TARE WEIGHT field will automatically populate, if not it can be manually entered. The NET WEIGHT Field will automatically calculate once the GROSS and TARE are entered.

Note: If a Vehicle is going to dispose of waste and then return to weigh for its TARE weight, this is where the HOLD function should be used. Instead of pressing any of the complete options, the HOLD button allows you to continue entering new loads and return to the held load later for completion.

Payments

Multiple Payment Types

You can easily apply multiple payment types to a load simply by clicking all of the required options under PAYMENT TYPE. Under PAYMENT AMOUNT you will need to type the appropriate figure for each of the payment types. The PAYMENT BALANCE will show as $0.00 if your payment is balanced.

Vouchers

If you select VOUCHER PAYMENT as your payment type you will bw presented with the Voucher pop-up. Type in your VOUCHER NUMBER and a COMMENT if required. when you are ready press the APPLY button.

Edit Requests

Most operators do not have access to edit loads once they have been completed. To request an edit click on the LOAD and then clich REQUEST EDIT.

You will then see the Request an Edit pop-up. Add the required EDIT DETAILS and then press SEND. The edit will be assigned to an admin user to make the changes as appropriate.

Date Change

To Change the date you are viewing on the operations page you can click the DATE FIELD to select the desired date from the calander view.

Backdating Loads

After changing your date you can create a load for that date. Each time you create a backdated load you will recieve the DATE ALERT reminding you that the load has been added for the set date and the time has defaulted to 00:00 and required manual setting.

Site Selection

If you have access to multiple sites you will be presented with your site options each time you access the operatiosn page. To change sites at any time you can press on the SITE SELECTOR.

From the site selection menu you can select any of the SITE OPTIONS you have access to.