Items

Owned by Michelle Cabaya (Unlicensed)
Last updated: Aug 02, 2023
5 min read

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, or driver capabilities which can be used to filter or assign drivers, see Drivers (Classic Operations App) and Dispatch Capabilities. 

Some examples include pieces, weight, and wait times. 

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

Field Name

Description

Field Name

Description

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. 

Quick Tip: Sales taxes must be set up. See How to Set Up Sales Tax.

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.

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

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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

  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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How are Items Displayed on Driver Settlement Reports 

Adjustments to which items are displayed in the driver settlement reports are configured in the Settlement Rollup and Driver Pay Settlement Rollup columns mentioned above. See Settlements - Create Settlements.

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How are Items Displayed on Driver Settlement Reports in the Client Portal

Adjustments to which items are displayed in the driver settlement reports are configured in the Human Resource Inet Account tab. See Driver Portal - Settlements.

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How are Items Displayed for Driver Capabilities

Items are displayed in the Capabilities tab in the driver records and in the Dispatch Capabilities section. When the Global Options setting for capabilities under the Dispatch tab is set to warn or enforce, orders are actively restrict based on these settings.