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 (BETA) to run reports for parcel items and download additional reports via the Advanced Find Service

Field Name

Description

Field Name

Description

Active

Displays a green check 

for active parcel items and a red x 

 for inactive parcel items.

Description

Description of the parcel item.

ID

Auto-generated ID for the parcel item. This field cannot be edited.

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 to 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.

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How to Add a Parcel Item

  1. Go to Maintenance > Parcel Item.

  2. Click the + button.

Alternate Steps

  1. Click the arrow next to the New button, or press Alt + N keys. 

  2. Select Parcel Item.

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How to Edit a Parcel Item

  1. Go to Maintenance > Parcel Item.

  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.

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How to Deactivate a Parcel Item

  1. Go to Maintenance > Parcel Item.

  2. Click the action menu at the end of the row for the parcel item you would like to deactivate. 

  3. Select Deactivate.

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How to Delete a Parcel Item

You cannot delete any parcel items that have been used.

  1. Go to Maintenance > Parcel Item.

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

  3. Click the delete button in the top right.

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Parcel Items 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.

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.

Parcel Types

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

This can be overridden in the customer record. See Customers.

Action Menu

Deactivate

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

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