Introduction to Items

This Knowledge Base article serves as an overview of the Items module inside the Operations App. Items are additional, specific charges you can add to On-Demand shipments and Routed work, and they’re also used for determining driver capabilities.

For example, if only certain drivers are qualified to handle hazardous materials, you might create an Item called “Hazmat”, which can be added as both an extra charge for a client and/or a driver capability requirement.

Items are used as part of Rate Charts (specifically Item Rate Charts and Surcharge Rate Charts) or can be manually added to an individual On-Demand Shipment form under the Charges tab.

Open

^{Back to Top}

Navigating to the Items Module

You can get started by going to the Maintenance tab in the sidebar > Items.

Open

Once you’re in the Items module, you can use the Search bar to look for specific Item records, narrowing the search by ID, Description, Unit of Measure, GL Account, Driver Split %, Salesperson Split %, display locations, and more.

You can also use the icons in the top right to Edit Layout, swap to Table View or swap to Card View, respectively.

You can use either the Create New button in the top right corner to make a brand new Item record OR select an existing Item record for editing.

Open

^{Back to Top}

Creating and Editing an Item Record

Now that you have a Item record open, you can begin entering or modifying key information.

If this is a new Item record, start by assigning an ID, a Description and a Unit of Measure, which is how the additional charges will be displayed and calculated (for example, if the Display UOM in Client Portal is checked and the Unit of Measure is set to Percent, the Client Portal would display “Enter Percent” to the customer submitting the order).

Open

Next, you can add info connecting this item to a GL Account (where the item’s revenue will be associated/imported for accounting purposes) or tick Use Order Type’s GL so that the Order Type’s GL overrides it.

After that, Driver Split % and Salesperson Split % let you determine what cut of the additional Item charges each team member gets.

You can also designate if this Item is Taxable, including it in Sales Tax calculations.

Open

Next, you can use Display in Client Portal to set whether it appears as a Checkbox (appears under Shipping Options) or Quantity (appears during ordering) to customers, or turn it off completely.

By enabling Separate Item Charges in the Client Portal, each individual Item and it’s associated charges will be on its own line, rather than bundled together.

You can set Ignore Driver’s Base Split from HR Record (On Demand/Routed) to ignore their base split percentages (located on their Human Resources record > Advanced settings) in this Item’s percentage split calculation, essentially overriding them.

Additional settings here include how the Item is displayed in the Driver app, how it is represented (or hidden) on driver Settlements and Pay Charts and assigning a custom code (used in some cases for custom work or integration workflows).

Open

^{Back to Top}

Dependencies

A dependency refers to settings or modules outside of the primary module (in this case, Items) which affect the behavior of that module, are closely-related, or rely on it for their own function.

The most common location for dependencies are the Global Options menu and the Maintenance side tab.

• Global Options > Order tab > Pickup Wait Time Item

• Global Options > Order tab > Delivery Wait Time Item

• Global Options > Dispatch tab > Enforce capabilities when dispatching

• Global Options > Dispatch tab > Enforce capabilities when ranking

• Global Options > Dispatch tab > Enforce capabilities on order form

• Global Options > Dispatch tab > Enforce capabilities when dispatching

• Global Options > X Route tab > Surcharge Item

• Maintenance tab > Drivers > Existing Driver Record or Create New > Capabilities

• Maintenance tab > Human Resources > Existing Human Resources Record or Create New > On Demand %

• Maintenance tab > Human Resources > Existing Human Resources Record or Create New > Route %

• Maintenance tab > Human Resources > Existing Human Resources Record or Create New > Inet Account tab > Show Columns

• Maintenance tab > Customers > Existing Customer Record or Create New > Route %

• Maintenance tab > Sales Tax > Existing Sales Tax Record or Create New > Item dropdown menu

• (Classic Operations App) Maintenance tab > Rate Charts > Base Rates/Items/Surcharges

^{Back to Top}