TRUX Web Portal Setup & Bin Ordering

Setup price class with zone pricing.
Activities within the zone pricing must have container inventory action.
Add Site Defaults to the Zone associated with the default price class. These defaults will assist in the creation of the site.
Create a Generic Cash Account as a Separate A/R site bill to type. Web Portal online bin orders will create sites under this cash customer.
Select a default price class in Customer>Settings of the Generic Cash Account.
Optional setup of regular and/or generic container inventory.

Following a Temporary Service Order:

For each temporary service booking, there will be two work orders created. One for delivery and one for pickup.
All of the jobs created on the web portal will be cash jobs which will be paid by credit card upon placing the order.
A new site will be created under the Generic Cash Customer.
An OA (On Account) invoice will be generated on the new site.
The credit card payment will apply to the OA invoice under the site.
The credit card payment will link to the two work orders created on the temporary service.

Temporary Service Order Actions:

The user will need to bill the work orders into the invoice.
Following the creation of the invoice of work orders, the user will need to Apply OA Balance to pay off the invoice.

The revenue for this temporary service order will be recorded on the Sales Journal along with typical invoiced services.

Order Temporary Service: New Site on Existing Account

The below steps will need to be in place prior to allowing a new site on an account to process a temporary service order.

Optional: Default Price Class on the existing customer account.

Without a default price class: Geo coding of the new site location will be used to find which zone the service will fall into when found. The pricing on the price class associated with the found zone will be applied.
- If a zone is not found, the temporary order will be rejected.
- With a default price class: The zone pricing setup under the default price class for the site address will be used to apply pricing.
- If zone pricing for the site is not found, the temporary order will be rejected.

Following a Temporary Service Order:

New Site and Service will be created based on the site default zone and price class.
OA (On Account) invoice will not be generated.
If the customer bill to is Consolidated or Separate A/R Customer, there will not be a credit card charged.
If the customer bill to is Separate A/R Site, there will be a credit card charged.
Two work orders will be created after the credit limit check has passed. One for delivery and one for pickup.
The two work orders will be billed on an invoice as usual.

Order Temporary Service: Existing Site on Existing Account

The below steps will need to be in place prior to allowing a new site on an existing account to process a temporary service order.

Optional: Default Price Class on the existing customer account.

Without a default price class: The zone pricing on the existing site will be used to apply pricing.
- If zone pricing is not found on the site or if there are no defaults on the zone, the temporary service order will be rejected.
With a default price class: The zone pricing on the site based on the default price class will be used to apply pricing.
- If the default price class does not have zone pricing on the zone for the current site, the temporary service order will be rejected.

Following a Temporary Service Order:

New service will be created based on the zone pricing.
OA (On Account) invoice will not be generated.
Credit Card will not be charged.
Two work orders will be created after the credit limit has passed. One for delivery and one for pickup.
These two work orders will be billed on an invoice as usual.

Generic Cash Account

Navigate To: Customers>Customer Explorer

Enter name for Generic Cash Account.

Fields in green are required.
Populate optional fields in black for address, phone, etc...

Select the Generic Cash Account box.

Only one Generic Cash account can exist at a time.

Select Bill To: Separate A/R Site.
Assign a Sales Rep that refers to your Online Web Orders. See how to add a sales representative here.

The sales representative assigned to the Generic Cash Account customer level will be copied to each new site created.
Having a specific sales representative for Online Web Orders allows users to breakdown revenue reporting by sales rep.

Assign a default price class in the settings tab at the customer level.

Disposal Ticket Default

The new service>materials tab will set the Facility default to All. The web service will populate the default material and the default material information will be shown on the android tablet to let the driver know what the material in the bin should be.

Zones

Site Defaults

The site defaults button on the Zone allows for the setup of the geographic related parameters as the default on the new site created from the web portal.

Navigate To: System>Configuration>Code Maintenance>Zones>Site Defaults

Tax Jurisdiction: The default tax jurisdiction from the Generic Cash Account Customer level.

Map and Area: The map and area of the zone.

Surcharge Setting: Select the applicable service and/or disposal type of surcharges to be applied to the online web service. Invoice surcharges will not be displayed.

Activity & Material

Add applicable activities, materials and rates to the zone pricing Price Class Details which will be presented during online ordering.

Navigate To: Customers>Price Class Center>Price Class Details

Activity: The activities within the applied zone will be shown on the web portal. Because the activities will have a container action, this will help to define which activity is for delivery and which activity is for pickup.

Material: The material rate will be the maximum weight cap rate. The max weight value will be shown on the web portal.

Legal Document

This is Terms of Use presented to your web portal users to be accepted during online booking.

Navigate To: System>Configuration>Code Maintenance>Customer>Legal Document

See more about Legal Document here.

Select Effective Date.
Select Web Portal checkbox.
Populate Legal Text. This is the text within the Terms of Use to be accepted by the web user during the online order.
Save.

Container Type Inventory by Size

Quantities, Images and Notes can be associated with container types to provide additional information during online bin orders.

Navigate To: System>Configuration>Code Maintenance>Containers>Container Type

See more about Containers here.

Size: Add a Size and UOM for each container size to be made available with this container type.

Inventory Qty: Enter the inventory quantity for each container size.

Service Quantity is read only and will update automatically as inventoried containers are added to a service order and returned to inventory.

Image: Click in the image field to add, delete or modify an image for this container type and size.

Multiple images can be added for a single container type and size. Such as images of the front, top, or the truck or job site, etc..
A camera icon will display in the image field when one or more images exist for the container size.

Note: Click in the note field to open a pop up dialog to enter a note to the specific container type and size which will be presented on the web portal to describe the container. Such as acceptable disposal materials, restrictions, additional container details.

A notepad & pencil icon will display in the note field when a note exists. Click on the icon to modify/delete the existing note.

Company Settings Service Days

Update service days calendar, end hour for same day requests and container availability.

Navigate To: System>Administration>Company Settings>Routing

Schedule Holidays/No Service Days ____ days in advance: The number of days to advance when a bin order falls on a holiday or no service days.

End Hour for the Same Day Request: Same day orders cannot be accepted after this hour.

The dispatcher will have the option to update the End Hour via a link in Visual Dispatch without having to navigate to company settings.
Changes to the End Hour for Same Day Request is logged in Logged Activities with the change user/date/time.

Container Availability: Unassigned and Scheduled calls will be included in the last specified number of days.

View Service Days Calendar: Click to view and/or modify service days.

Notification Settings

Enable online bin order receipt with your company specifics with mailserver, email from/subject/body.

Navigate To: System>Configuration>Notification Settings

See more about

Notification Settings here.

Homepage – Unhandled Online Bin Orders

Click the double down arrow on the homepage to handle each online bin orders.
Exceptions for cash orders paid by credit cards will be loaded.
User can right click to open bin order details and finish the transaction.

Web Service Charge Calculations

Base Charge: Will be the charge of selected activities for each work order (2).

Demurrage Charge: Will be based on the user entered date range on the web portal; if it’s more than the demurrage days on the selected service from the price class, a demurrage charge will be calculated. Calculation= (date range – demurrage days) x demurrage rate.

See more on demurrage charges here.

Surcharge: The associated surcharge on the zone of the default price class setup for the account or generic cash account. Only Service/Disposal Surcharges will be charged. See more on surcharges Surcharge Configuration.

Tax: The tax jurisdiction of the site defaults on the zone of the price class based on the current address resident of the activity/material. See more on taxes here.

Credit Card Processing Fee: Will be calculated based on the existing credit card processing fee percentage X the charge total. Only charges for accounts where the credit card processing fee is enabled. See more on credit card processing fee's here.

Web Portal

Click I'm New. I need to Create an Account.
Enter email, confirm email, password and confirm password.
Select a reminder question to be used if the password is forgotten.
Enter the answer to the reminder question.
Enter your account number and an invoice number and invoice amount from your account.
Click Register.

The information will be validated and a login will be created along with an email sent confirming the account setup.

Enter the email address and password for your existing Web Portal Account.

Click Login.

If there are multiple accounts for this login, the user will be directed to Account Selection.
Following Login, you will be directed to My Account page.

Reset Password

Click I've forgotten my Password.
Enter your email address and click Reset.
Answer the security question to proceed.

An email will be sent with a new password and link to login again with the new password.
After logging in with the new password, you can go to My Profile in the top right corner to change your password.

My Account

View your Account Details, Billing Information, Service Information, Announcements, Balance and Last Payment.

Customer Information: Your account number, phone, address.

Account Information: Last Payment & Date, Current Balance and the option to Pay Current Balance.

Pay My Current Balance: Pays all open balances for your account and applies any fee's to the existing card on file or a new payment method.

Announcements: Displays announcements published to the web portal for the customer to view.

See more about announcements here.

Services:View active and/or closed services, order temporary service for a new location or order a temp service for the selected location. Jump to My Service Page for more.

Disposal Tickets: View disposal tickets for the last 12 months.

Work Orders: View open and finished work orders for active and closed locations.

Invoices:View account aging, on account balance, make payments, print invoices.

Statements: Generate a statement of outstanding invoices by statement date.

My Profile: Add additional accounts to your profile, manage password/email/security reminder, contact information.

Account: Click the account at the top of the screen to be directed to Account Selection when multiple accounts exist for this login.

Pay My Current Balance

From the My Account page, view your last payment amount & date, view current balance and pay current balance.

Click Pay My Current Balance.

Window will display the amount You're about to pay, credit card processing fee (if applicable), paid to customer account, invoices and amounts.
If an active card is on file, the default will set to Use My Existing Card. Select New Payment Method to enter another card.
One Time Pay will be set as default. Click Auto Pay to setup an auto pay schedule.

Click Pay button to pay the balance amount.
Upon a successful credit card transaction, you will receive a Payment Receipt.
Select an option at the bottom of the Payment Receipt; Return to My Account, Print This Pay or Pay Another Invoice.

Credit Card Payment will be posted to the customer account in TRUX.

My Service Page

Functions can be performed to order temp service to an existing or new site and create work orders for a regular pick up.

Existing Account: Order Temp Service For New Location

Place a temporary service order for a location different than the service account.

Click Order Temp Service For New Location.
Enter Temp Service Site Address.
Click Get Started.

Container Pricing will be available based on the zone the service address falls within.

Select the Container Type and Size.

Filter By container type and size.

Available containers will display image(s), description, availability, starting price, additional costs.
Click Detail to proceed to a Web Order.

Select Drop Off and Pickup Dates from the calendar.

Available dates will display in black. If the date is grayed out, that date is unavailable and cannot be selected.
Verify action and material. Change as needed from the drop down.
Review Payment Summary: Base, Extra Days Usage, Taxes and Total.

Click Checkout to enter payment information if required. Otherwise, the charges will be unbilled and generated on the next invoice.

Checkout will be denied if credit limit has been exceeded.
Upon transaction completion, an unscheduled calls and work orders for the new service will be created. See more here.

Existing Account: Order Temp Service For This Location

Click Order Temp Service For This Location.

The zone pricing will be applied based on the current location address.

Select the container type and size.

Filter By container type and size.
Available containers will display image(s), description, availability, starting price, additional costs.

Click Detail to proceed to a Web Order.

Select Drop Off and Pickup Dates.

Verify action and material. Change as needed from the drop down.
Review Payment Summary: Base, Extra Days Usage, Taxes and Total.

Click Checkout to enter payment information if required.

Otherwise, the charges will be unbilled and generated on the next invoice.
Checkout will be denied if credit limit has been exceeded.

Enter optional additional notes for the work order in Driver Instructions.

Accept Term of Use. Clicking on Terms will open Legal Document.

The window will present Order Received.
An email with the online bin order receipt will be sent out to the email address provided.
Upon transaction completion, an unassigned call and work orders for the new service will be created.

The receipt page will be shown if the credit card is charged successfully.

Order Temp Service Without Account

Click Temp Service Without Account.
Enter Temp Service Site Address.
Click Get Started.
All available containers will be shown. Filter By Container Type and Container Size.
Click Detail to select.

Select Drop Off and Pick Up Dates.

Verify action and material. Change as needed from the drop down.
Review Payment Summary: Base, Extra Days Usage, Taxes and Total.

Click Checkout.
Click Checkout to enter payment information.
Enter optional additional notes for the work order in Driver Instructions.
Accept Term of Use. Clicking on Terms will open Legal Document.

The window will present Order Received.
An email with the online bin order receipt will be sent to the email address provided.
The Payment Receipt page will be shown if the credit card is charged successfully .

Following Temp Service Without Account Order

A new site and service with the selected service details will be created on the Generic Cash Account.
Upon transaction completion, unassigned calls and work orders for the new service on the Generic Account will be created.
Service Materials tab will include the default material, rate and minimum or maximum constraint.
Site Receivables tab will include the OA (On Account) invoice and web portal payment.
Following billing, an invoice will be created for the online bin order on the generic cash account site.

Apply Credit Balance to apply the OA invoice credit balance to the billed activity invoice.

The Generic Cash Account Site balance will now be $0.00.