How to Set Up an Accessorial Item to be Required Within the Client Portal
- 1 How to Set Up
- 1.1 Item Rate Chart
- 1.2 Items
- 1.3 Internet User Requirement
You can set up accessorial items to be required within the Client Portal. This allows you to force items for certain order types to guarantee their inclusion on orders.
In the Client Portal, when a user selects the order type with the required item the user will not be able to delete the item.
How to Set Up
Item Rate Chart
Go to Maintenance > Rate Charts then click on the + next to Items, or double-click Items.
Select the item rate chart for the customer(s) you would like to require the item(s) for by double-clicking on it, or right-clicking and selecting Open Rate Chart…
Select “Enabled” for the Client Portal Requirements for the item(s) you would like to be required and save the item rate chart.
Quick Tip: An alert will be displayed if you enabled the Client Portal Requirement for an item that has the Internet Item set to “Off” in the Items section of the Operations App.
Items
Go to Maintenance > Items.
For the item(s) you would like required, set the Internet Item to “Quantity” or “Checkbox”.
Quick Tip: An alert will be displayed if you change the Internet Item to “Off” on an item that has the Client Portal Requirement enabled on an item rate chart.
Internet User Requirement
The internet user(s) placing the order in the Client Portal must have the Accessorial Charges option enabled on their internet user record.
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