This article describes how users can activate and setup the disposal feature in Vonigo.

In this article:

• Overview
• Activate the Disposal Feature
• Disposal Setup
  • Disposal Facility Type
  • Disposal Fields
• Disposal Items
  • Disposal Items Activation
  • Disposal Items List
    • Setting Up Disposal Items List
  • Adding and Editing Disposal Items
• Disposal Appearance Templates
  • Editing Disposal Appearance Templates
    • Header Field Mapping
    • Default Notes
    • Print Options
    • Custom Labels
• Disposal Franchise
  • Disposal Franchise Facilities

Overview

The disposal feature allows users to deal with everything to do with disposal tickets and vendors. Vonigo makes it so that users do not have to struggle with messes and clutter. With the disposal feature, users can quickly navigate through sections and panels to get where they need to go and do what they need to do.

 

Activate the Disposal Feature

To activate and setup the disposal feature, please contact your Vonigo Customer Success team.

 

Disposal Setup

Disposal Facility Type

Users can determine and configure their disposal features’ facility types. Follow the next few steps to get the feature setup:

• Click on Setup in the navigation menu.

• Click on Inventory.

• Under Vendor Setup, click on Disposal Facility Type.

• Click on Add New Disposal Facility Type.

• Fill in the Type field and click on Update.

Note:

• The Category is automatically set to Disposal Facility by default and cannot be changed.

• Only unique captions are allowed.

• Everything except for "system" (the primary type) can be deleted.

Disposal Fields

Users can define a custom data structure for their disposal facility. To setup the disposal facility fields:

• Click on Setup in the navigation menu.

• Click on Inventory.

• Click on Vendor Fields.

• Click on Edit Field under one of your contact details.

• Fill in the details, then click on Update.

The table below goes through the details of the different fields:

#	Name	Description
1	Block	The block this field will be included under.
2	Type	The type is set to phone by default.
3	Caption	The caption or title for this field.
4	Watermark	Optional watermarks can be included.
5	Error Message	The error message shown to the user if they do not provide valid information.
6	Footer	The footer for this field.
7	Default Value - Ext	The default phone number to use, and the extension number if any.
8	New Record - Required	Check the box if you would like this field to be used in a New Record and Required if you would also like it to be Required.
9	Existing Record - Required	Existing Record is checked by default, but you can choose if you would like it to be Required.
10	Disposal Facility	Check the box if you would like this field to be applied to Disposal Facility.
11	Donation Facility	Check the box if you would like this field to be applied to Donation Facility.
12	Recycling Facility	Check the box if you would like this field to be applied to Recycling Facility.
13	Vendor (Franchise)	Check the box if you would like this field to be applied to the Franchise Vendor.
14	Vendor (Corporate)	Check the box if you would like this field to be applied to the Corporate Vendor.

Disposal Items

Disposal Items Activation

Users can activate the ability to capture items on disposal tickets.

To enable the Disposal Items feature, please contact your Vonigo Customer Success team.

 

Disposal Items List

Users can manage the corporate list of a disposal item.

 

Setting Up Disposal Items List

To setup the Disposal Items List, follow the next few steps:

• Click on Corporate in the navigation menu.

• Click on Disposal Items List.

• The corporate lists of the available disposal items are shown here. You can select, add or delete disposal items here.

The table below provides more details on disposal item options:

#	Name	Description
1	Open Item Details	Open item details by clicking on the row representing the item.
2	Add New Item	Adds a new item.
3	Row Selector	Specify rows for deletion by checking the respective boxes.
4	Delete	Deletes specified rows.

 

Adding and Editing Disposal Items

Follow the next few steps on how to manage and add or edit corporate disposal items:

• Click on Add New on the Actions Menu.

• Fill in the fields then click Add New (if you’re adding) or Update (if you’re editing).

Note:

When Editing Items:

• Volume can be measured in square feet with the ability to provide up to 4 decimal points.

• Weight will be measured in either pounds or metric tonnes with the ability to provide up to 4 decimal points.

• Weight and volume are defined corporately.

Disposal Appearance Templates

Editing Disposal Appearance Templates

Users can also configure the disposal ticket’s appearances. When a new record is created, its data will be defaulted from the primary template and can be subsequently modified. Once the template is created, it can be linked to the client type and or client master records.

 

Header Field Mapping

With header fields, users can map fields, which will appear on top of the disposal ticket. The data and disposal ticket will be fetched from the client and/or the primary contact on the client’s side so that the receipt will be created on the provider's side.

 

Default Notes

Users can include default notes, which appear on the donation receipt and could be subsequently modified.

 

Print Options

Print options determine how the document will be printed and what options can be shown, hidden and more.

The table below provides more information on print options:

#	Name	Description
1	Tax Reference	The same tax reference field from the donation facility profile.
2	Header Background	Changes the color of the header background.
3	Line Color	Changes the color of the line.
4	Show Vendor Address	Shows or hides the vendor’s address.
5	Show Notes	Shows or hides notes.

 

Custom Labels

Custom labels provide custom verbiage for the static labels on the printout document.

The table below provides more information on custom labels:

#	Name	Description
1	Purchase Order	The caption for the purchase order.
2	PO Internal	The internal PO’s number.
3	PO External	The vendor reference number.
4	Vendor	The name of the vendor.
5	Bill To	Who the order is billed to.
6	Ship To	Who the order is shipped to.
7	Ordered By	Who the order is ordered by.

 

Disposal Franchise

Disposal Franchise Facilities

To enable the Disposal Franchise Facilities feature, please contact your Vonigo Customer Success team.