Page Comparison

ID

A unique numerical ID for the item.

Description

Name or description of the item.

UOM

Unit of measure. 

Display UOM in Client Portal

When checked, the item’s caption will include the unit of measurement (UOM). For example, if the selected item’s UOM is “Percent” then the text displayed in the Client Portal will be “Enter Percent”.

When unchecked, the item’s caption in the Client Portal will display the default text: “Enter Quantity”.

GL Account

The GL account into which the item's revenue will be imported during an invoice export. See GL Accounts (Classic Operations App) for more information.  

Use Order Type's GL

If checked, the GL account into which the item's revenue will be imported during an invoice export will be determined by that order's order type GL Code setting. See Order Types (Classic Operations App).

Driver Split %

Percentage of the item charge that will be paid as driver commission.

Example

When a human resource pay is set to 50% and the Driver's Split % is set to 50% the driver would receive 25% of the item charge. 

Salesperson Split %

Percentage of the item 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 checked, this item's charge will be included in the sales tax calculation. 

Internet Item

Determines if this item is available when placing an order online. 

• Off - Not visible during online ordering.

• Checkbox - Allows a user to select the item in the Shipping Options section in the Client Portal. Displays a checkbox to add the item in X Internet.

• Quantity - Allows a user to add a quantity for the item during online ordering.

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 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.

Mobile Item

Determines if this item is available to be added to an on demand order in the Driver App.  

Settlement Rollup

Determines how the item will be displayed on Driver Settlements.  

• 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.

Pay Chart Settlement Rollup

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 Item charges for online ordering

If 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.