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How do I manage individual containers?

As an admin, you can add new containers to the locations stored in the software and copy, edit, delete and archive existing containers. You can also use the detailed view to order the removal of the container, generate a new order for the container or re-enter an order that has already been executed.

 

Add a new container (also new order)

 

💡Note: In order for a container to be added to a location, the corresponding container type and article must already be stored in the "Administration" area.

 

  1. Via Disposal > Container management, you can access container management, where all containers that have already been created are listed.
  2. To add a container at any location, click on Add container.
  3. A form opens in which you must enter all the details for the container in 3 steps.

Step 1: Container details

  1. Enter all the details for the container. Each container must be assigned to a specific location and a specific access point.
  2. Click on Continue.

Step 2: Service provider details

  1. Enter all details for the disposal company. Each container must be assigned to a disposal company.

  2. Specify the presentation status and indicate whether it is a new presentation or not.

  3. Specify what type of order the container is: On request or Interval.

    What is the difference between self-managed and externally managed?

    ---> https://4641157.hs-sites.com/en/intervalplan-self-managed-or-externally-managed

  4. Also use the slider to define the users authorised to commission the container: employees at the location or admin.

  5. Click on Next.

 💡Note: If you want to order a new container, this is the same process as adding a container. Just make sure that you set the slider for "New order" to "Yes" in step 2.

Step 3 (for interval order): Create interval plan

  1. Create the interval schedule using the options provided. Individual appointments for pick-ups can then be edited manually (i.e. added or removed).
  2. Also click Save.
  3. The interval schedule is stored for the container and can be customised at any time.

Step 3 is not required for containers with the order type "On demand".

 

Warning‼️:
Please check in advance whether the plan can be executed by the service provider as requested.

 

Step 4: Summary

  1. Check all the data you have entered.
  2. Complete the process by clicking on Add container.
  3. The container has been added to the location and now appears in the container management.

To copy an existing container

 

https://4641157.hs-sites.com/en/how-to-copy-an-existing-container

 

To edit an existing container

  1. Via Disposal > Container management, you can access the overview in which all containers already created in the software are listed.
  2. Select the container you want to edit from the list. Tip: Use the various search fields and filters to do this.
  3. Once you have found the relevant container, click on Details in the respective line. The detailed view of the container opens.
  4. Click on Edit. A form with the information stored for the container opens.
  5. Make the changes in the form and confirm them by clicking on Save.

 

💡Note: The location and service provider location of a container that has already been created cannot be changed.

 

Delete an existing container

💡Note: For security reasons, only containers for which no orders exist can be deleted. Containers that are already linked to orders can only be archived.

  1. Via Disposal > Container management, you can access the overview in which all containers already created in the software are listed.
  2. Select the container you wish to delete from the list. Tip: Use the various search fields and filters to do this.
  3. Once you have found the relevant container, click on Details in the respective line. The detailed view of the container opens.
  4. Click on Delete. Note: This button is only visible if the container does not yet have any orders. A warning message opens.
  5. Confirm your action by clicking on Ok.
  6. The container no longer appears in the container overview.

 

Archive an existing container

  1. Via Disposal > Container management, you can access the overview in which all containers already created in the software are listed.
  2. Select the container you want to archive from the list. Tip: Use the various search fields and filters to do this.
  3. Once you have found the relevant container, click on Details in the respective line. The detailed view of the container opens.
  4. Click on Edit. A form with the information stored for the container opens.
  5. To archive the container, set the validity period of the container to the past, i.e. the end date of the period should correspond to the day before the current date at the latest.
  6. Confirm the change by clicking on Save.