Follow the steps below to create, edit, or delete an Accessorial in the system:
Step 1: Open the Accessories Menu
- Click the Gear icon.
- Select Accessories from the menu.

Step 2: Create a New Accessorial
- Click + Create Accessorial.

Step 3: Enter Accessorial Details
Fill out the required fields:
Accessorial Name β Provide a descriptive name
- Code β Enter the code for this Accessorial
- Rate β Specify the rate
- Source β Choose one of the following:
- Global β Applies to all orders
- Shipper β Applies only to a specific account (select the account from the list)
- Global β Applies to all orders
- Apply To β Decide whether this Accessorial applies to the entire order or to a specific item.
- Perform by Driver β Select Yes or No:
- Yes = visible in the Driverβs app
- No = not visible in the Driverβs app
- Yes = visible in the Driverβs app
- Minutes/Service Time β Optional
- Description β Optional

Once complete, click Save Changes.

Edit an Existing Accessorial
- Go to the Accessories list
- Select the Accessorial and click the Edit button (pencil icon)
- You can update the following fields:
- Accessorial Name
- Rate
- Perform by Driver (Yes/No)
- Minutes/Service Time
- Description
- Accessorial Name
- Note: You cannot edit the Code or Source (Global/Shipper)

Delete an Accessorial
- From the Accessories list, select the Accessorial you want to remove.
- Click the Delete option (bin icon)
