Reference data defines the lookup values used throughout Paperwork -- container types, departments, vehicles, tax rates, and more. Some references are editable to match your business; others are read-only system standards.
Editable references
You can add, edit, and remove these references to match your operations:
- Container types -- skip sizes, bin types, IBC, drum, etc.
- Departments -- internal departments for cost allocation and reporting
- Vehicles -- your fleet vehicles for scheduling and job assignment
- Drivers -- operatives who carry out collections
- Tax rates -- VAT rates applied to sales and invoices
- Unit types -- units of measurement (tonnes, litres, cubic metres, etc.)
- Extra types -- categories for additional charges on sales and jobs
- Job methods -- how jobs are carried out
- Sales methods -- how sales are won
- Nominal codes -- accounting codes for financial integration
- Payment terms -- standard payment terms (30 days, 60 days, etc.)
- Actions -- workflow actions
- Assets -- company assets
- Caveats -- special conditions or warnings
- Contact methods -- how contacts prefer to be reached
- Customer sectors -- industry classifications for your customers
- Waste types -- custom waste type categories
- Vehicle types -- classifications for your fleet
Read-only references
These are system-standard reference values that cannot be modified:
- EWC codes -- European Waste Catalogue codes (browse these in the waste thesaurus)
- RD codes -- Recovery and Disposal codes
- HP codes -- Hazardous Property codes
- SIC codes -- Standard Industrial Classification codes
- Account types, Physical states, Sections, Statuses -- system lookup values
- Weight/Volume -- standard measurement units
- Vehicle MOT/Tax status -- compliance status values
What to do next
- Review system settings to configure feature toggles and reference number prefixes
- Learn about scheduling to start planning jobs using your vehicles, drivers, and container types
Keep moving
Next steps
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