Upload a Load Summary to a Material Approval

Modified on Thu, 12 Sep, 2024 at 7:58 AM

In This Article!

In this article, you will find detailed instructions on how to upload a load summary to an Active Material Approval.

What You Will Learn

1. Navigate to the Material Approvals page

2. Manage an Active Material Approval

3. Upload a load summaries to a Material Approval

Who Should Use This

Receiver Users & Administrators

Instructions

1. Access the WiQ Landfill Module

From the main page, click 'Landfill'
2. Manage Active Materials Approvals
From the main page of the Landfill Module, select the Active Material Approvals bucket. Here, you can view all current material approvals.
To filter this list, click the column header. This will allow you to access and select the available fields for filtering.
To remove a filter, click 'Reset Filters'
View expired approvals by clicking 'View Expired' on the right hand side of the Material Approvals table.

3. Upload a Load Summary

Choose the material approval you wish to add to a load summary.
A pop-up will appear on the right-hand side of the page. This pop-up contains detailed material approval information. Within the pop-up, you can download the PDF and view the associated shipping documents.
Select 'Upload Load Summary' to proceed.

When the Upload Load Summary pop-up window appears, click 'Download Template File'. This action will download an Excel spreadsheet to your computer.

Open the Excel spreadsheet that was downloaded to your computer.
The columns in row one (1) will indicate the information required for your load summary details.
Prepare the Template:
- Delete the existing material approval example information.
- For each load summary line you wish to ass, provide the following details:
  - Material approval number
  - Source Location
  - Waste Code
  - Trucking Company
  - Bill of Lading (BOL)
  - Gross Weight
  - Tare Weight
  - Net Weight
  - WiQ Ticket Number
  - Truck Ticket Number
- Note: ensure that all required fields are filled out accurately for an effective upload
- After entering the necessary details, save the CSV file on your computer
Upload the load summary:
- Return to WiQ where you will see the Upload Load Summary pop-up window
- Click 'Select File' to choose the recently saved file on your desktop, and click 'upload'
If any details are missing from the upload, a message will appear indicating that the upload was unsuccessful. Make the required changes to your document and re-upload.
If the upload was successful, a pop up will appear indicating that File Processed, and the number of entries that were created

WiQ Tip! To view all load summaries related to a material approval, open the material approval and click 'Download Load Summary'.

Conclusion

Congratulations! You have successfully uploaded a Load Summary to an Active Material Approval!

Additional Support

Can’t find what you’re looking for? Send our Customer Success team a request for additional support: Call us 1.833.639.0947, Text us 1.587.817.0455, Email us support@wiqtech.com.