Agreement items hold the detailed information required to both service and invoice an agreement.
There are four different types of item that you can add to an agreement. It's important to understand how each type effects the manifesting and invoicing of an agreement.
Types | Example use | Special note | |
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Delivery | Mats, Towels & Air fresheners | Appears on the manifest |
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Service Only | Cleaning | Appears on the manifest |
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Static | Towel cabinets, CCTV Camera & hygiene bins | These will not appear on the manifest |
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One-Off | Installation charges & Logo Design | These will not appear on the manifest and are invoiced once only |
*Once an item has been added to an agreement the type cannot be changed.
All of the items, except One-Off have some further options which are detailed below:
Option | Action |
Is Rented | Marked as rental on the printed agreement. Flagged as requires collecting if a customer cancels the agreement |
Double Issue | When the item is manifested the quantity will be doubled |
No Invoice | This item will not be invoiced. The icon will temporarily change on the display |
Requires Installation | The items requires installation, and appears on the Agreement Items Require Installation report |
Seasonal Frequency | The item delivery or invoicing frequency changes throughout the year |
Special Instructions | Any text will appear along side the item on the 'Van Loading List' report on both the desktop and mobile versions. It is also displayed on the Mobile App underneath each item |
Tube# | Think of the Tube# as a code describing the location of the item. This could be a tube number a matt is stored in or a barcode for the location. This is displayed on all Picking List reports, Van Loading reports and also on the Mobile App van loading list. |
Is Sub-Contracted | See Managing Sub Contractors |