Parcel Items (Classic Operations App)
This page is for the Classic Operations App. For the Operations App please see Parcel Items.
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 |
---|---|
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.
This can be overridden in the customer record. See Customers. |
How to Add a Parcel Item
Go to Maintenance > Parcel Item.
Click the + button.
Alternate Steps
Click the arrow next to the New button, or press Alt + N keys.
Select Parcel Item.
How to Edit a Parcel Item
Go to Maintenance > Parcel Item.
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 Deactivate a Parcel Item
Go to Maintenance > Parcel Item.
Click the action menu at the end of the row for the parcel item you would like to deactivate.
Select Deactivate.
How to Delete a Parcel Item
Go to Maintenance > Parcel Item.
Check the checkbox of the parcel item(s) you would like to delete.
Click the delete button in the top right.
Parcel Items Form
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.
|
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.