SR 101 - The Overview

Text Transcript:

Hey everyone, welcome to ScrapRight 101, the first class in getting your ScrapRight software set up and ready to use for your business. In this episode we're going to go over logging in and just kind of go over an overview of all the screens and buttons and everything that ScrapRight has to offer for you, and then it'll be a short quick introduction to ScrapRight. That way in the next videos you'll have already seen it, kind of know what it looks like, and be prepared for it. 

So right here what you're seeing is the login screen. Whenever you get set up with ScrapRight you'll get an email from someone here at ScrapRight with your web address if you are of the hosted sites. If you have a local server, once you get your server on site and plugged in, you might need the support firm to kind of help you out, get pointed in the right direction of how to reach the server. 

But I'm using Google Chrome, which is the recommended web browser to use for ScrapRight. Whether you're a hosted server or a local server, both act the same. But once you'll get provided with your web address and your login, so my web address is here, it'll be probably something close to your business name, dot ScrapRight dot com.

Then we will get logged in. You'll get provided with a setup user, so you can get logged in. So I'm going to go ahead and log in and kind of give you the overview of what we're looking at here. 

So this screen here is what we consider the dashboard. This is the dashboard here, and it shows you here in the top left corner. This is the dashboard. 

You have an event scheduler or an event schedule. Aggregate data shows you how much non-ferrous and how much ferrous, how many other kind of materials that you've brought in, you know, how many pounds of it you've brought in. It's just kind of an overview. 

It gives you the number of tickets, number of customers, and number of businesses, how many cats you've purchased, and how many actual vehicles, if you have material set up as vehicles in your configuration. You can actually change this date range here from today's date. You can change the date to go back as far as you want, and it'll give you an overview of how many pounds of each material type that you've bought. 

On the right side here is our ScrapRight help desk. If you sign up and create a help desk user, you can submit support tickets right from this page. It shows you the status of any of your open tickets, and then also here we have our FAQ, a couple other tutorials, some other videos like this one that I'm doing from all different perspectives of the software. 

You have your buy side and inventory, our new hardware service, the ScrapRight IoT dispatch container and tracking, and then all the admin configuration and setup instructions that we'll go into more detail with in the ScrapRight school. So from here, we also have our support hours and the support phone number, all the directions with calling support. If no one answers right away, leave a voicemail, and it creates a support ticket in our system. 

We also have the ScrapRight message center. If our support department would be closed or anything weird happening over here at ScrapRight, it would be here in this message center. And then just a little bit of product spotlight, and scroll down and there's a link to our store. 

So the next screen would be your ticketing screen, or your transactions tab. In here, we can go to the ticketing screen, accounts payable, your check register, inventory, ATM transactions if you're using an ATM, your NVIDIS, full-size ticket entry, AP review screen, admin ticket review. We have an option for a customer display if you had an extra monitor out above a scale, that's what the customer display is. 

Basically, it's just a blown up picture of the receipt and they can view it as the scale operator is building their ticket. QuickBooks transactions if you're syncing to QuickBooks, and then also there's the manual check entry. So if you wanted to write all of your checks out of ScrapRight, the manual check entry allows you to pay your IT guy and write a check through ScrapRight. 

That way when it syncs to QuickBooks, it all gets linked over to QuickBooks, or a better way to keep track of everything instead of having to hand write a check. So if we wanted to go and look at the ticketing screen, I don't know if it'll actually show for us if I have any materials on here or not yet, it might give us an error. Looks like it's going to pull up for us. 

So I've got one material group and inside of it I've got one material just to start with. So kind of going an overview of the ticketing screen, you'll have more folders like this that are your material groups like aluminum, brass, copper, iron, stainless steel, lead, miscellaneous category, catalytic converter category. All those kind of groups would display here in a folder that looks like this.

And once you would click on that folder, it brings up all the materials that fall under that material group or material category. And that would take a little bit of configuration to get those materials where you want them and in the order that you would want them. On the left side here, you would have your logo here at the top, you would have the user that's using the software, the date of when the ticket is started, the start time, the end time, and then here is where you would actually have customer information. 

So if you scan a license, you would click here to scan the license and once the license is done scanning using one of our scanners, it would populate a picture of the license that it took and it would read the bar code on the back of the license and populate that information here. And that record could then be edited if there was any, if you needed to add the vehicle or anything like that, that can all be done here. You can attach files and notes, you can take a picture of the vehicle that's on your scale and drop it here and a secondary seller image, but there's another way to get a seller image later on on the pay screen. 

Our next tab up here at the top, we'll go to materials and this is where all of your materials live. So right now I only have the one steel material in the iron group. So this is where you would set up your materials. 

I kind of did this a little bit backwards, so to set because first you actually want to set up your groups. So we'll go to material groups and this will just give us the one for the iron group. In the next video we'll kind of go over the the basic setup, might just do a whole segment on adding materials and the different configurations of materials, but this is just the overview of what these screens look like.

Also under the materials tab is you have price lists. Price lists allow you to create a customized price list for, we do it two ways. Global is for everyone. 

So if you wanted to set up, say hey I've got a contract to provide someone with a full load of steel by the end of week. I don't have enough steel to fill that load yet. I can promote that hey if we're going to, we're willing to pay you know five cents extra a pound for anyone who brings us over 100 pounds of steel. 

That can be applied globally. A qualified price list is for just specific people. Like you've got your electricians, your plumbers, you know those good those good business customers or even some of those good peddler customers that come in you know every day or every other day bring you good material. 

You know it's not stolen, you know where it's coming from, but they're such good customers and you've worked out a deal with them that you want to you know keep them coming to the keep them coming through your doors bringing you good material. You can set them on a price list to give them to give them specifically the extra you know an extra extra bump on their on their material per pound or set up or set up any kind of custom pricing and that'll be in another video as well. So the next one we want to talk about we want to go to the customers tab.

The customers tab in ScrapRight there's two types of customers. There's businesses and then everybody else. Businesses are those people who have business license, they're an actual company, and the reason why we separate them is because there's no real federal compliance for business to business transactions. 

So we like keeping those guys separate. They don't require a driver's license. They don't require any of the normal state compliance because they're because they're a business. 

And then customers is everybody else. That's anybody who comes through the door. You know Mary comes through the door drops off her cans for the week and maybe a couple pieces of copper. 

You're going to grab her license, scan her license, and put her into the into the software because you're going to need to get you probably need to get pictures of the materials and driver's license, signature, maybe a fingerprint depending on what state you're in. But that's where those customers live. Reports, we could go on days about reports, but there's so many different reports and breakdowns of anything you could almost possibly imagine with ATM reports, inventory reports. 

You can get reports for your employees if you wanted to use our time clock. Customer reports, who's your who's your top customer, how many times do they come in a week, things like that. And then there's also you know the standard you know your purchase summary and you're like cashier you know reconciling your cash drawer, things like that. 

So that's where all of those live just under the reports tab. Then here's where here's where the back-end personnel needs to get involved is the configuration of the actual software, configuring how it works, that's everything underneath the configuration tab. Then you have your users, so you'll add your users who's going to be using the software, who needs a login, and then whoever's using the software, what are they able to do? That's a user permission. 

So a user permission allows you to hide screens from certain people and give screens to someone else and be able to have certain functionalities. This is where you can lock down if they're able to change the price, edit materials, add customers, add businesses, and see accounts payable. This is where you can adjust who can see what in the software. 

Backup and restore, if you have like an external hard drive or if you want to you know make a copy of your database and store it somewhere, you can do that there. Upload history I believe is with your reporting, any of your automatic uploads or manual uploads to state or federal reportings. The ticket builder is currently a work in progress at the moment.

There's not much custom customability there, but this is where you set your disclaimer on that is on your actual receipt. Soon we'll be able to build and edit the way the ticket looks, but that's that's a work in progress. The only thing we can kind of do here right now is adjust the disclaimer. 

And then my billing page, so if you are just getting the software and you just got the the buy side and ticketing package, then a couple months down the road you say hey let's go and add on the inventory package. If you go into the my billing page, then you can add on those features and we'll get notified that you want to add these on. All the pricing and everything there is on the my billing page. 

You can add those features to your software and we can get them turned on for you. So that's where that all lives. So let's just go into the configuration tab here real quick and then we'll roll into ScrapRight 102 for the rest of it.

So under the configuration tab, this is where all your compliance rules live. Your organization settings is how your business operates. We can set things up as like pay preferences if you only do checks or if you do cash if you want to round. 

That's all here. Your ticket start numbers if you wanted to add the year prefix to the ticket number. So say it's 2021, so your ticket number would start at 2021-1000. 

That's how that ticket would work. A couple other things in here, you could set up a back-end email configuration where police reports and email reports and everything kind of get sent out on a daily or weekly basis. A bunch of other buttons here that in your setup and configuration that you would work with one of us here from ScrapRight to figure out which buttons best suit your needs. 

This is where you can also set up your checks, your check customizations. If you're printing on blank check stock, that's here for the check customization. The check configuration is you're printing checks from ScrapRight, but you're using any kind of formatted check from your bank or that you order that already has all of that information, your account and routing number already printed on it. 

We can just set that up to say the bank name and the check type. And then that way, whenever we go to print the receipt and print the check, we know to select that it's coming out of this account. That way the check numbers line up.

And there's a couple other features with the time clock configuration. The most popular ticket fee here is like an ATM fee. If you have an ATM, you can set up a fee for any time that if a ticket's over $5 or $10, you can also add a ticket fee or ATM fee to the ticket and it'll automatically take it out of what the customer's making. 

So a bunch of different features in here, a bunch of different check boxes to go and look at while looking at the organization tab. Cameras and peripherals is pretty much all your hardware, your cameras, your driver's license scanner, your scales, your printers, all of that kind of lives under peripherals. Workstations is, we've got one set up here already called Nick's PC. 

That's just one of our guys that works remotely. He's working from his computer. So you would have like a truck scale workstation, you have a floor scale or non-ferris scale workstation, and you'd have an inventory workstation. 

Then you'd also have the admin or the back office workstation. You can have as many of these as you need. You can break it down to where, you know, one person's only dealing with accounts payable. 

You can have an AP workstation. The list goes on and on on what you can do with workstations. Contamination. 

If a load comes in, load of steel comes in, you weigh them in, weigh them out. Once they dump and the guy back on the radio comes across and says, hey that last load of steel came across had a ton of dirt and concrete on the bottom of it and they dumped it. So you need to dock them for that. 

You can set up configurations for contamination buttons to label them dirt and concrete, water, moisture, fluids, trash, plastic, and then there's always the other button. You can always put an other button and that can be, you can contaminate them for whatever it is you might find in their load. The auto uploads is all of the auto upload services that we have like BWI, Leeds Online, Texas DPS, the new Kansas, Kansas One Ohio, all of those automatic uploads, they all live here. 

And a manual upload is if one of those uploads didn't go through, you can also manually push those through to those as long as you have your account information for them for a specific date range. Like if they're missing a date range or whatever the services went down or say you lost power for a couple days but you still did tickets and you needed to manually upload those tickets, this is how you would do it. Your cash drawer setting here, you can set up a, you can set up multiple cash drawers, you can set up a vault, you can tell the cashiers when they count down, when they count the drawer at night that they need, you know, they need to count how many, how many ones, fives, twenties, hundreds in the change all at the end of the night so you know what, how many of each you have the next day.

Now if one of them is getting low, you know, leaving, you know, leaving that night that hey I either need to stop at the bank and get more ones or fives or stop in the morning on the way there or you say oh I've got, I've got a couple hours in the morning before I got to run out to the bank. The ATM tab, if you're using an ATM, this is where that ATM gets configured. We don't have one set up here in this database yet but this is where your ATM will get configured, what your cassettes are, if there's ones, fives, twenties, tens, fifties, hundreds and we can also have ScrapRight warn you when it's communicating back and forth to the ATM to warn you if you get, when you get, when you reach a certain amount of bills or notes left in the cassettes and the same thing with coins. 

We can do the same, we can set the same thing for the coins as well if you wanted a coin dispenser on the side of your ATM. The synchronization tab, this is for like your QuickBooks or Peachtree or SAP, all of those, anything that you could sync to ScrapRight is all in here. So that is all I've got for the overview video guys. 

Thanks for joining me for ScrapRight 101. Go look for the next video for ScrapRight 102. Thanks for watching.