Every ticket created in BulkSource has a direction — either Incoming or Outgoing. The direction you choose affects how the ticket is processed and how it appears in inventory reporting. This article explains the difference and walks through both workflows.
What the Direction Field Means
| Outgoing Ticket | Incoming Ticket |
|---|---|
| Material is leaving your site | Material is arriving at your site |
| Standard customer sales transaction | Used for received product, returned material, or internal transfers |
| Tare weight is captured first, then gross weight after loading | Gross weight is captured first (truck arrives full), then tare weight after unloading |
The two ticket types use the same screen in the Scale House module. Selecting Incoming or Outgoing in the direction field changes the expected order of weight capture — it does not change the form layout.
Outgoing Ticket Workflow
An outgoing ticket is the standard workflow for selling material to a customer. Most day-to-day ticketing will use this direction.
Two-Step Process (Recommended for Tonnage-Based Material)
- Truck arrives empty. Enter the customer, order, product, and trucking details. Capture the tare weight (empty truck weight) and save the ticket as a draft.
- Truck is loaded. The truck pulls into the yard and is loaded with material. Other trucks may be processed in the meantime.
- Truck returns to scale. Reopen the draft ticket. The previous fields will be pre-populated. Enter the gross weight (loaded truck weight) and post the ticket.
- Net weight is calculated. BulkSource calculates the net weight automatically (gross weight minus tare weight) and finalizes the ticket.
One-Step Process
If the truck's tare weight is already on file and does not need to be re-captured, you can enter both the tare and gross weight in a single step and post the ticket immediately without saving a draft first.
Incoming Ticket Workflow
An incoming ticket is used any time material is arriving at your site — whether it is product received from a vendor, material returned by a customer, or product transferred in from another location.
Two-Step Process (for Tonnage-Based Material)
- Truck arrives full. Enter the relevant details and set the direction to Incoming. Capture the gross weight (loaded truck weight) first and save the ticket as a draft.
- Material is unloaded. The truck is unloaded at the site.
- Truck returns to scale. Reopen the draft ticket. Capture the tare weight (empty truck weight) and post the ticket.
- Net weight is calculated. BulkSource calculates the net inbound weight and the ticket is finalized.
One-Step Process
If the truck's tare weight is already known and current, you can enter both weights at once and post the ticket without saving a draft.
Non-Tonnage Material (Pallets, Units, etc.)
For material that is counted by unit rather than weighed on a scale (for example, pallets of block or bagged product), the two-step weigh-in and weigh-out process is not required. Simply enter the quantity received and post the ticket in a single step.
Tip
When creating an incoming ticket, make sure the site selected matches your receiving location. If the site is set to the vendor's location rather than your own, the ticket will not appear in the incoming queue for your site.
How Direction Affects Inventory Reporting
The direction you assign to a ticket determines how it is reflected in the Inventory Power BI report:
- Outgoing tickets subtract from your site's available inventory for that product.
- Incoming tickets add to your site's available inventory for that product.
This means it is important to use the correct direction on every ticket. An outgoing ticket entered as incoming — or vice versa — will cause your inventory figures to be inaccurate.
For more information on how inventory is tracked and reported, see the article: Understanding Inventory in BulkSource.
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