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Items are additional charges that may be added to an order by using an item rate chart. See Item Rate Charts - New / Edit Item Rate Chart.

Some examples include pieces, weight, and wait times. 

Tip
titleQuick Tip

Wait Time items can be automatically calculated and have a threshold set in the Order tab of the Global Options. 


Image Added

.  Example: if and HR on-demand commission is customer's charge for that item
Field NameDescription
IDUnique A unique numerical ID for Itemthe item.
DescriptionDescription of Item

Name or description of the item.

UOMUnit of Measure.  Used mainly for reporting purposes.measure. 
GL CodeAccountDesignates which GL Account in The GL account into which the item's revenue will be imported during an Invoice Export.invoice export. See GL Accounts for more information.  
Use Order Type's GLIf this option is checked, the GL Account in account into which the item's revenue will be imported during an Invoice Export invoice export will be determined by that order's Order Type order type GL Code setting. See Order Types - New / Edit Order Type.
Driver Split %

Percentage of the

HR's commission which should be paid out for this item.  Example: if a Human Resource

item charge that will be paid as driver commission.

Example

When a human resource pay is set to

a

50%

on-demand commission

and the Driver's Split % is set to

100%, that Human Resource

50% the driver would receive

50%

25% of

that

the item charge. 

Salesperson Split %

Percentage of the item

in which the Salesperson commission should be paid

charge that will be paid as salesperson commission.

Example

The salesperson commissions, set on the customer record Commission tab, is set to 10% and the Salesperson Split % is set to 25% the salesperson would receive 2.5% of the item charge.

Taxable

If

this option is

checked

for this item, and Sales Tax is enabled in X Dispatch

, this item's charge will be included in the

Sales Tax calculation.X

sales tax calculation. 

Tip
titleQuick Tip

Sales taxes must be set up. See How to Set Up Sales Tax in X Dispatch.


Internet Item

Determines if this item is available

for

when placing an order online. 

  • Off - Not visible during online ordering.
 If the item is enabled, it can be displayed as either a Checkbox or Quantity in X Internet.  Please note that the customer's Item Rate Chart
  • Checkbox - Allows a user to select the item in the Shipping Options section in Rapidship. Displays a checkbox to add the item in X Internet.
  • Quantity - Allows a user to add a quantity for the item during online ordering.
Note

If "Checkbox" or "Quantity" is selected, the customer's item rate chart must include the item in order for it to be available

in X Internet

when placing an order online. See Item Rate Charts - New / Edit Item Rate Chart.


Ignore Driver's Base Split from HR - OD

If checked, the on demand pay, set in the Advanced tab of the human resource record for the driver, will be ignored during the item's pay calculation for on demand orders. 

Example

When this option is checked, the

commission set on the HR level will

 Driver Split % is set to 90%, and the human resource on demand pay is set 50%, the driver would be paid 90% of the item charge.

Ignore Driver's Base Split from HR - Routed

If checked, the route pay set in the Advanced tab of the human resource record for the driver will be ignored during the item's pay calculation

for route stops. 

Example

When this option is checked

, the Driver Split % is set to 90%, and the

human resource route pay is set 50%, the driver would be paid 90% of the

item charge.

X Mobile Item

Determines if this item is available to be added to an on

-

demand order in Nextstop Mobile or X Mobile.

 Please note that

 

Note

If "Checkbox" or  "Quantity" is selected, the driver must have permission to

do so,

add/edit accessorials (see Drivers - New / Edit Driver) and the customer's item rate chart must include the item (see Item Rate

Chart for which the order has been placed must contain the item

Charts - New / Edit Item Rate Chart).


Settlement Rollup

Determines how the item will be displayed on Driver Settlements. 

 Show

 

  • Show w/ Value: the item description and amount will be displayed.  
 Show
  • Show w/ Rollup: Item description will be displayed, but pay amount will be displayed as 'Inc.'  
 Hide
  • Hide w/ Rollup: neither the description nor pay amount of the item will be displayed on the settlement.
Pay Chart Settlement RollupThese options are the same as the Settlement Rollup, but only affect Driver Settlements created for Human Resources set to

Determines how the item for Driver Settlements that use an Advanced Driver Pay Chart.

  • Show w/ Value: the item description and amount will be displayed.  
  • Show w/ Rollup: Item description will be displayed, but pay amount will be displayed as 'Inc.'  
  • Hide w/ Rollup: neither the description nor pay amount of the item will be displayed on the settlement.
Separate this Item in X Internet (if surcharge)If this option is checked, the Surcharge Item's rate will be separated on the Order Confirmation Page in X Internet.CustomCodeCustom Code used for custom programmingItem charges for online orderingIf checked, the items selected during online ordering will display as separate line items when placing/confirming an order.
CustomCode

Custom code used for custom work. 

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How to Add an Item

  1. Go to Maintenance > Items.
  2. Go to the last empty row and enter all the information. 
  3. Click the save icon in the toolbar.

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How to Edit an Item

  1. Go to Maintenance > Items.
  2. Click the item field(s) you would like to edit.
  3. Click the save icon after editing is complete.

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How to Delete an Item

Warning

Items that are associated with an item rate chart cannot be deleted.

  1. Go to Maintenance > Items. 
  2. Click on the box to the left of the ID you would like to delete. The row will be highlighted in blue.
  3. Click the delete icon.

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