Create and Manage Accessorials

Follow the steps below to create, edit, or delete an Accessorial in the system:

Create Accessorial – Global

Step 1

Click the Gear icon and select Accessories from the menu.

Step 2

Click +Create Accessorial.

Step 3

Enter Accessorial Details.

• Accessorial Name – Provide a descriptive name
• Code – Enter the code for this Accessorial
• Rate – Specify the rate
• Source
  • Global – Applies to all orders
• Apply To – Decide whether this Accessorial applies to the entire order or to a specific item.
• Perform by Driver – Select Yes or No:
  • Yes = visible in the Driver’s app
  • No = not visible in the Driver’s app
• Minutes/Service Time – Optional
• Description – Optional

Step 4

Once complete, click Save Changes.

Confirmation that the Accessorial has been created.

Create Accessorial – Shipper

Step 1

Click the Gear icon and select Accessories from the menu.

Step 2

Click +Create Accessorial.

Step 3

Enter Accessorial Details.

Fill out the required fields:

• Accessorial Name – Provide a descriptive name
• Code – Enter the code for this Accessorial
• Rate – Specify the rate
• Source
  • Shipper – Applies only to a specific account (select the account from the list)
• Select Region – Any region chosen from the list can be assigned its own individual rate. If no region is selected, the default rate will apply, ensuring there is always a fallback when no regional rate has been set.
•  Apply To – Decide whether this Accessorial applies to the entire order or to a specific item.
• Perform by Driver – Select Yes or No:
  • Yes = visible in the Driver’s app
  • No = not visible in the Driver’s app
• Minutes/Service Time – Optional
• Description – Optional

Step 4

Click Add to create a rate for the selected Region.

Step 5

When done, click Save Changes.

Confirmation that the Accessorial has been created.

Edit an Existing Accessorial

Step 1

Go to the Accessories list

Step 2

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

Note: You cannot edit the Code or Source (Global/Shipper)

Step 3

Click Save Changes to proceed

Delete an Accessorial

Step 1

From the Accessories list, select the Accessorial you want to delete.

.

Step 2

Click Delete (bin icon)

Step 3

Click Delete to proceed

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 – Provide a descriptive name

• Code – Enter the code for this Accessorial
  
• Rate – Specify the rate
  
• Source – Choose one of the following:
  • Global – Applies to all orders
    
  • Shipper – Applies only to a specific account (select the account from the list)
    
• Apply To – Decide whether this Accessorial applies to the entire order or to a specific item.
  
• Perform by Driver – Select Yes or No:
  • Yes = visible in the Driver’s app
    
  • No = not visible in the Driver’s app
    
• Minutes/Service Time – Optional
  
• Description – 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
    
• 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)