Create Transaction Forms

STEP 1: Open the Create Transaction Form Pop-up

1. Click on Setup Menu
2. Click on Transaction Form Setup
3. Click on Create Transaction Form

STEP 2: Name and setup the Transaction Type

1. Select the Waste Stream Product from the drop-down list
2. Enter a name for the Transaction (e.g. Product X Pickup) and a description
3. Enter a Transaction Abbreviation (this will be shown on the app so it should be obvious)
4. Click the checkbox if this is Pickup or Dropoff

STEP 3: Continue with the Transaction Forms properties

1. Click the checkbox if this transaction is to be available on Mobile and can be done through a Paper form
2. From the drop-down list, select the First participant in the transaction
3. Select if they are performing an inbound or outbound action (If it’s a hauler and they are picking up it is inbound)
4. Select the second participant from the drop-down list
5. Select if the participant can initiate the transaction, can adjust it afterwards and if they are a beneficiary if there is payment involved. NOTE: We recommend one participant to initiate per transaction to reduce the number of mobile devices required)

STEP 4: Complete the required document section

1. Select if there is a document to upload, a photo of the items and/or if a comments field is needed
2. Make any of the above three fields mandatory, if desired
3. If you want to name a specific document, enter the name and click add field
4. If a Scale Ticket is required, click the check box then select if two scale tickets are required or one
5. Click Generate Transaction Template