Parcel Items

Owned by Michelle Cabaya, created
Last updated: Nov 13, 2023
3 min read

This page is for the Operations App. For the Classic Operations App please see Parcel Items (Classic Operations App).

Parcel items are individual items, or inventory, inside of a main parcel. Parcel items are linked to specific parcel types. You can create custom parcel items with a required quantity input that is nested under available parcel types for each customer to capture the information from Driver App users. 

You can use Find to run reports for parcel items and download additional reports via the Advanced Find Service. 

 

To get to the Parcel Items section, go to Maintenance > Parcel Items.

How to Create a New Parcel Item

  1. Go to Maintenance > Parcel Items.

  2. Click the + button in the top right.

How to Edit a Parcel Item

  1. Go to Maintenance > Parcel Items.

  2. Click the parcel item you would like to edit or click the action menu at the end of the row and select Edit. 

Quick Tip: You can open 2 edit forms by selecting the checkboxes of the parcel items and clicking the edit pencil icon in the top right.

How to Delete a Parcel Item

  1. Go to Maintenance > Parcel Items. 

  2. Check the checkbox of the parcel item(s) you would like to delete. 

  3. Click the delete button in the top right.

Parcel Item Form

Field Name

Description

Field Name

Description

ID

Auto-generated ID for the parcel item. Read-only field displayed when editing a parcel item.

Description

Required. Description of the parcel item.

Refrigeration Type Enforcement

Refrigeration type enforcement for the parcel item.

  • Use Parcel Type’s Enforcement: Use the same refrigeration enforcement type selection as the Parcel Type Global Enforcement below.

  • Disabled: In the Driver App, the option to select a refrigeration type of parcel items will be hidden.

  • Optional: In the Driver App, refrigeration type for parcel items will not be required.

  • Required: In the Driver App, refrigeration type for parcel items will be required.

  • Required with Refrigeration Code Scan Match: In the Driver App, the driver must scan a barcode with the matching refrigeration type configured in the Parcel Refrigeration Type Codes section.

  • Required with Parcel Match: In the Driver App, a pop up will be displayed whenever the parcel item refrigeration type does not match the parent parcel's refrigeration selection.

Parcel Type Global Enforcement

The default global enforcement for parcel items with associated parcel types.

  • Optional: In the Driver App, Parcel Item and Parcel Item Quantity field display when the "Allowed Parcel Types" are selected but will not require entry into the Quantity field.

  • Required: In the Driver App, Parcel Item and Parcel Item Quantity field display when the "Allowed Parcel Types" are selected and the user will be required enter a value into the Quantity field.

  • Disabled: In the Driver App, Parcel Item and Parcel Item Quantity field will not be displayed.

This can be overridden in the customer record. See Customers - New/Edit Customer.

Parcel Types

All available parcel types. Check the boxes of the parcel types you would like this parcel item to be available on. 

Action Menu

Deactivate

You can deactivate a parcel item from the form by clicking the action menu and selecting Deactivate.