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Manage Types

 

In this article

    1. Overview

    2. Location

    3. Commodity

    4. Document

    5. Expense

    6. Invoice

Overview

Axele has the option to choose line items for the Loads from the set of lists provided.

With Manage Types feature in the Settings section, you have the option to manually create new items according to the business need.

The current item lists (Default) present in Axele will remain as it is and you have an option to add more items(Custom) on top of that.

The additional items created can be used within only your Axele account.

Location

Settings> Manage Types

Using Manage Types feature, you can create 4 different new items. They are:

1) Commodity

2) Document

3) Expense

4) Invoice

Commodity

Please go to Settings> Manage Types> Under Commodity, click on "Create Commodity Type" to create a new Commodity Type

Enter Pay Item and the Description associated with it and click "Create"

By default, there are 8 commodity types. You can find the list of all Default and Custom commodity types in the Commodity List view

You can only delete Custom Commodity type if it is not a part of an existing or past loads whereas you cannot delete a default Commodity type at all. 

Please click on the trash symbol towards the extreme right of the Custom types to delete them.

Please click on the pencil symbol towards the extreme right of the commodity types to edit them.

You can edit only the Description of the Default type whereas you can edit both Pay Item and Description for Custom Type

You can filter Commodity types using Commodity type as well as whether it is Default or Custom Type. Click "Reset All" to reset the filters.

Please go to Operations> Loads> Click on a Load> General Info> Load Details> Commodity/ Shipments> Click on "Add New Commodity" to add the custom commodity type you created.

Document

Please go to Settings> Manage Types> Under Document, click on "Create Document Type" to create a new Document Type

Enter Document Type and the Description associated with it and click "Create"

You can find the list of all Default and Custom document types in the Document List view

You can delete only Custom Document type if it is not currently used in any existing or past loads whereas you cannot delete Default Document type at all. 

Please click on the trash symbol towards the extreme right of the Custom types to delete them.

Please click on the pencil symbol towards the extreme right of the document types to edit them.

You can edit only the Description of the Default type whereas you can edit both Pay Item and Description for Custom type

You can filter Document types using Document type as well as whether it is Default or Custom Type. Click "Reset All" to reset the filters.

Please go to Operations> Loads> Click on a Load> Documents> Click on "Upload New Document" or you can also go to Documents> Documents> "Upload New Document" to add the custom document type you created.

Expense

Please go to Settings> Manage Types> Under Expense, click on "Create Expense Category" to create a new Expense Category

Enter Pay Item and the Description associated with it and click "Create".

You can find the list of all Default and Custom expense categories in the Expense List view

You can delete only Custom Expense category if it is not currently part of any settlement  whereas you cannot delete Default Expense Category at all. 

Please click on the trash symbol towards the extreme right of the Custom categories to delete them.

Please click on the pencil symbol towards the extreme right of the expense categories to edit them.

You can edit only the Description of the Default Category whereas you can edit both Pay Item and Description for Custom Category

You can filter Expense categories using Expense category as well as whether it is Default or Custom category. Click "Reset All" to reset the filters.

Please go to Accounting> Expenses> Click on "Create New Expense"> Under General Details> Select the custom Expense Category you created 

Invoice

Please go to Settings> Manage Types> Under Invoice, click on "Create Invoice Item" to create a new invoice item.

Enter Pay Item and the Description associated with it, please select the option "This item is a deduction" to create the invoice item as deduction as shown below and click "Create".

You can find the list of all Default and Custom invoice items in the Expense List view with a separate column for Deductions.

You can delete only custom invoice item if it is not used in any of the line item of the load invoice whereas you cannot delete default invoice item at all. 

Please click on the trash symbol towards the extreme right of the custom items to delete them.

Please click on the pencil symbol towards the extreme right of the invoice items to edit them.

You can edit only the Description of the Default item whereas you can edit both Pay Item and Description for Custom item

You can filter Invoice items using pay item as well as whether it is Default or Custom item. Click "Reset All" to reset the filters.

Please go to Operations> Loads> Select the Load> Under Invoice section of financials tab> Click on "Add Line Item" to add the custom invoice type you created.

Please be noted that we have added "Escrow" as deduction while creating the custom invoice item. So, Escrow amount is shown as negative as shown below.