ScrapIT Operations Manual

🖐️ Touchscreen — Scale Kiosk

Scale Tickets (9)

Create a scale ticket Edit a ticket that is already open Create a quick ticket Delete a ticket Put a ticket on hold Merge two tickets Add a comment to a ticket Enter additional / axle weights Reprint a ticket

Payments (7)

Pay a ticket Split a payment Change the payment type Cancel a receipt Reprint a receipt Do a petty cash count Pay beer money

Shipping / Packing Slips (6)

Create a packing slip Create a slip from a sales order Edit a packing slip Ship / finalise a packing slip Print a Bill of Lading Enter bales onto a slip

Suppliers (6)

Add a new supplier Edit a supplier Scan a driver licence Add a supplier location or contact Add a second supplier to a ticket Use / clear Frequent Suppliers

Inventory (3)

Process material Manage bins / containers Create a bale

Admin & Setup (6)

Choose a scale Sign in Set up operator MFA / passkey Set up the customer display Change appearance / language Look something up in the audit trail

Troubleshooting (7)

A ticket is locked / red Payment said "try again" — did it pay?The scale is not reading Nothing is printing The camera is not showing A ticket has duplicate lines The price is wrong

🖥️ ScrapIT GUI

Scale Tickets & Payments (52)

Access Scale Ticket Reporting Menu Access Scale Tickets from Dashboard Add Photos to Scale Tickets (Purchase Incoming)Add Photos to Scale Tickets and Packing Slips Automated Email Reports Listing Cancel a Receipt (Undo a Payment)Complete Scale Ticket on Purchase Side Configure Scale Ticket Charge Details in Dispatch Slip Input Create a New Scale Ticket Create a New Supplier Create a Scale Ticket Create a Scale Ticket and Allocate Catch Weights Create an Inter-Company Transfer Create New Supplier with Direct Deposit Create Pay to File Create Scale Ticket - Main Dashboard Access Create Scale Ticket - Select Scale and Ticket Type Create Scale Ticket from Dispatch Slip Enter Tare and Complete Ticket Payment Generate Direct Deposit Report Generate Open Scale Tickets Report Generate Operational Scale Ticket Reports Generate Receipt History Report How to Email a Receipt or Scale Ticket Input and Post Cash Receipts in Accounts Receivable Inter-Company Transfers - Scale Ticket Generation Inter-Company Transfers - Verify Weights and Complete Payment Modify a Price List Modify Pay To File Pay a Single Scale Ticket Pay Multiple Tickets for a Single Supplier Pay Scale Tickets by Terms Pay Scale Tickets in ScrapIT Post to Accounts Receivable Print Cheque Print Report and Create Cheque Process a Brokerage Transaction (Purchase Order + Sales Order + Packing Slip + Settlement)Process Cash Receipts Input Recall an Existing Scale Ticket Receipt Cancellation - Cancel Payment by Receipt Number Select Container Details in Container In/Out Dialog Setting Up New Printers (CUPS)Settle Packing Slips and Handle Weight Adjustments Settle Transaction and Create Broker Scale Ticket Steps to Reprint a Receipt Steps to Reprint a Scale Ticket Take or Upload Photos for Scale Tickets Turn Over Container Directly on a Scale Ticket Unlocking a Scale Ticket Update Packing Slip and Create Broker Scale Ticket Upload Photos to Scale Tickets View Cheque/DC Register

Shipping, Sales & Invoicing (50)

Access Settlement/Finalize Input from Sales/Shipping/Billing Menu Add Product to Sales Order with Weight, Price, and Quantity Details Bulk Upload Packing Slips Choose Packing Slip Type (By Sales Order or By Customer)Close and Delete a Sales Order Complete and Finalize Packing Slip Shipment Confirm and Create Packing Slip from Sales Order Convert Invoice Proforma to True Invoice Convert Proforma Invoice to True Invoice Create a New Packing Slip Create a New Sales Order Create a Packing Slip from Processing Menu Create a Packing Slip from the GUI (Shipment Out)Create a Sales Order Create an Invoice Create an Invoice (Pro Forma First)Create and Configure Packing Slip by Type Create and Print a Packing Slip for Shipment Create Invoice from Processing Menu Create New Packing Slip - Barcode Tagging System (Bale Entry)Create New Packing Slip - Main Screen and Final Steps Create New Packing Slip - Sales Order Search Method Create New Packing Slip - Select Customer by Name Search Create New Packing Slip - Select Product Create Packing Slip for Staff Using Bulk ID Scan Create Packing Slip from Sales Order Data Create Purchase Order Create Sales Order (Accounts Receivable)Enter Packing Slip Input Data Enter Product Weights for Packing Slip Enter Sales Order Details with Customer, Supplier, and PO Information Enter Sales Order Information and Add Products Inter-Company Transfers - Create New Packing Slip by Customer Inter-Company Transfers - Create Packing Slip from Shipping Yard Inter-Company Transfers - Enter Optional Packing Slip Details Inter-Company Transfers - Print Packing Slip and Create BOL Inter-Company Transfers - Select Products and Add Gross/Tare Open an Existing Packing Slip Open Packing Slip and Select from List Price a Packing Slip and Settle a Shipment Price a Packing Slip and Settle Shipment Save Sales Order and Create Packing Slip Select Relevant Customers and Create Invoice Select Sales Order for Packing Slip Creation Select Scale for Packing Slip Creation Select Supplier and Enter Broker Reference in Packing Slip Update Settlement Input Data with Packing Slip Information Update Shipped Weights in Packing Slip Update Weights and Save Product Changes User Access Levels and Permissions

Inventory & Processing (17)

Access Physical Inventory Control Submenu Close the Month Create a Finished Good Tag Create a Finished Good Tag via Inventory Processing Create a New Quote Create Physical Inventory Work File Generate Actual vs. Book Inventory Report Input Physical Inventory Count Data Navigate Processing Menu to Inventory Functions Post Physical Inventory to Live System Process Inventory - Save Inventory Entry and Create Tag Process Inventory - Select Aluminum Subcategory and Enter Details Process Inventory - Select Product and Category Update Physical Inventory to Live System Upgrade or Downgrade Material (Product Transfer)Upgrade/Downgrade Material View Actual vs. Book Inventory Report

Suppliers & Customers (2)

Create a Quote Create New Supplier in Master Files

Products & Pricing (9)

Add a New Product Class, Category, or Product Add New Product Add New Product Class Add Product Category MFP101 Create Multiple Products to Quote Modify Price List Moving a Product Category in ScrapIT GUI Product Import Template ScrapIT Prep - GUI - TXDPS / BWI

Dispatch & Containers (14)

Add Container Drops in Dispatch Slip Input Add Pickups in Dispatch Slip Input Change Container Status and Assign to Supplier Create a Container in Container Master Input Create and Manage Dispatch Slips Create New Packing Slip - Enter Customer Information Create New Packing Slip - Enter TARE Weight Create New Packing Slip - Print Packing Slip and Create BOL Generate Physical Inventory Work Sheet for Drivers Input Container Master Information Installing Your License Scanner (Client and Server Side)View Container Status Display View Dispatch Inquiry Dashboard View Selected Container Details in Container Status Display

ATM / Cash Kiosk (3)

How to Set Up a Windows ATM Kiosk PC Load Bills into ATM Supply Control Reload Bills into an ATM

Accounting (AP / AR / GL) (3)

Add System Users Record Picked Up vs. Delivered/Change Picked Up to Delivered Status Upload Photos to Shipping Tickets

Reports & Audits (1)

Steps to Reprint Day-End Reports

General (5)

Change from picked up to delivered Create a New Operator How to Configure a Scale Moxa for ScrapIT How to Require Fingerprint Scanners for the Whole Company User Management

📚 Reference

Lookups (3)

⚡ Quick Answers 📇 Program Reference 🖨️ Full manual (print)