Maintain Menu

Overview

The Maintain Menu is where you access all the tables and information EZScale associates with your tickets during Ticketing. EZScale does not require that you maintain any of these tables. Each table starts with a blank Default Record that you can use. Which tables you take advantage of is entirely up to you, however we recommend that you first initialize the support tables before entering data into the primary tables. Click here for and explanation of Table Initialization under Getting Started.

Primary Tables

The top half of the list, down to the horizontal line, shows the primary tables. Primary table items are what you select and associate with each Ticket.

    Customers & Vendors records information about your customers and vendors (we call them jointly CV's throughout the program) including general contact information, addresses and pricing levels. EZScale combines all customers and vendors (CV's) together into a single list. Don't worry, CV Types below lets you categorize your customers and vendors if you want.

    Drivers records information about drivers including contact information, employer, etc.

    Inventory records items that you ship or receive including storage location, quantities, prices, etc.

    Jobs records information such as where material is being delivered, who's operating the job, delivery methods, pricing and even job phases.

    Purchase Orders records PO numbers, date of issue, what items are being purchased, maximum quantities authorized, pricing, etc.

    Tickets let you review previously issued tickets, perform voids and receive payments due.

    Trucks records information about the trucks being used for shipments, deliveries and pickups including who operates them, tare weight, maximum weight, etc.

    User lists who is authorized to run EZScale and defines security and access privileges.

Support Tables

The bottom half of the list, below the horizontal line, shows the support tables. Support tables define information that is used by the primary tables. For example, CV Address Types (CV stands for Customer/Vendor) lets you define what types of CV address you want to allow such as Bill To, Ship To, etc.

    CV Address Types lets you define valid customer and vendor address types such as Default, Bill To, Ship To, etc.

    CV Types lets you define customer and vendor types such as Default, Government, Non-Profit, Vendor, Sub-Contractor, etc.

    Delivery Methods is used to define standard delivery methods such as Default, Company Owned Truck, Customer Pickup, etc.

    Inventory Price Levels defines standard pricing levels such as Default, Discounted, Non-Profit, Special, etc.

    Job Phase Types let you define standard job phases to help you track progress on a job such as Phase 1, Phase 2, etc.

    Payment Methods define allowed methods of payment such as Cash, Check, Credit Card, Visa, IOU, etc.

    Tax Codes let you define multiple tax codes such as State, Local, Exempt, etc.