Log Customer Orders

Walk-in or Pickup Customer

Use this when a customer brings in containers or you pick them up, and you know the breakdown — what types, how many, and from which distributor.

1

Select your operation

Choose the truck or drop-off center handling this customer. If you only have one, it’s selected automatically.

2

Add customer info (optional)

Enter the customer’s name, phone, and email. Type two characters and the app finds existing customers automatically — no duplicate records.If you only enter a name (no phone or email), the name appears on the order but the customer won’t be searchable later. Skipping this entirely is fine — the order is recorded as anonymous.

3

Enter the inventory

One row per material type and distributor combination. For each row:

Field	What to enter
Type	Plastics, Cans, Glass, or Non-Deposit
Count	Number of bags, cases, or units
Items per unit	How many containers in each bag or case
Distributor	Who made them (e.g. Poland Spring, Pepsi) — leave blank if unsorted

Leave Distributor blank if containers aren’t sorted yet → they become loose items. Fill it in if already sorted → they become ready items that can go straight to an offload.

4

Payment info

Record whether the customer was paid on the spot and how (cash, check, etc.).

5

Review and submit

Check the summary totals, then hit Submit.

Backdating an order

Logging an order from earlier? Toggle on Backdate and enter the actual date and time the order happened.

What happens after you submit

Containers are added to that operation’s inventory immediately
Loose items (no distributor) go into the loose pile for that material type
Ready items (distributor filled in) go into the ready pile, sorted by distributor
The order appears on the dashboard

Quick Count — Sort Later

Use this when a large volume of containers comes in and you just want to record the total number quickly, without sorting through them right now.When to use it: High-volume drops where counting by type right now would slow everything down.

1

Select your operation

2

Enter the total item count

3

Submit

Items go into an Express pool — a holding area for unsorted items. Your inventory total goes up, but items aren’t classified by material type or distributor yet.You’ll come back later and use Update Inventory to sort them out of the Express pool.

Future Pickup

Use this when a customer wants to schedule a pickup for a future date.

1

Enter customer details

If new client, enter name and phone or email are required so you can contact the client for the order when the pickup happens.If existing client, start typing the name, and contact information will show up to auto-populate.Enter the address. Start typing and select the address, or enter in the address manually.Customer details will save to the customer contact.

2

Enter an estimated container count

Used for capacity planning — doesn’t need to be exact.

3

Select the pickup date and time

4

Submit

The order appears as Scheduled on the dashboard.

When the pickup actually happens

Open the Scheduled order, click to log it, then fill in the actual inventory. The app keeps the original appointment date for your records but stamps the actual log time as when it was completed.

Platform Guide

Logging Orders

Walk-in or Pickup Customer

Backdating an order

What happens after you submit

Quick Count — Sort Later

Future Pickup

When the pickup actually happens

Platform Guide

​Logging Orders

​Walk-in or Pickup Customer

​Backdating an order

​What happens after you submit

​Quick Count — Sort Later

​Future Pickup

​When the pickup actually happens

Logging Orders

Walk-in or Pickup Customer

Backdating an order

What happens after you submit

Quick Count — Sort Later

Future Pickup

When the pickup actually happens