Manage types, attributes and pricing categories

Types, attributes and pricing categories are lists you define once and then pick from across Transportial. They keep data consistent: everyone uses the same consignment types, the same tags and the same revenue categories.

Types

A type classifies a record. The Target Entity Type decides what it classifies: Transport equipment type and Transport equipment subtype (means of transport, such as a trailer and its subtype), Consignment type, Fuel type or Vehicle type. A type can also bring default values and hide fields when it is chosen, which makes forms faster to fill in.

Create a type

1. Open the side menu (☰, top right), choose Settings and click the Types tab.
2. Click Create New Type.
3. Choose the Select Target Entity Type.
4. Enter the Type Label (the name users see) and the Value (a short code, for example for integrations).
5. For a Transport equipment subtype, choose the Parent Type.
6. Under Financial, optionally enter a Deposit value, for example the deposit on a pallet. When it is above zero, choose a pricing category in Select price category.
7. Click Add Default Property to add values filled in automatically when the type is chosen: a Name (the field) and a Value.
8. In Hidden Fields, type the fields to hide when this type is chosen and press Enter after each.
9. Click Save.

Use Search Types to find a type. Click a row to see its details and Default Properties, Edit to change it, or Remove and confirm in the Delete Type dialog.

Attributes

Attributes are coloured tags you attach to vehicles, drivers, means of transport, consignments, trips and constraints, for example "ADR", "Cooled" or "Tail lift". They help planners see at a glance what a resource can do or what a load needs.

1. Open Settings and click the Variables tab.
2. Scroll to Attributes.
3. Enter a Name and pick a colour.
4. Click Create.
5. To change one, click Edit in the list, adjust it and click Update (or Cancel).
6. To delete one, click Remove.

On a vehicle, driver or consignment form, choose attributes in Select attributes. You can also type a new name there and choose Add "…" to create it on the spot.

Pricing categories

A pricing category is a kind of revenue or cost, such as freight, fuel surcharge or tolls. Prices, quote lines and invoice lines are classified by it, and its ledger codes are used when invoices are sent to your accounting package.

1. Open Settings, click the Variables tab and go to Pricing Category.
2. Enter the Name, the Credit code (revenue account) and the Debit code (cost account).
3. Optionally, enter a Default value.
4. Use the first switch to make the category active (Enabled in the list).
5. Use the second switch to decide whether it counts towards a trip's expected revenue (Trip revenue in the list). Switch it off for categories that are not real revenue.
6. Click Create.

The same tab holds your Tax Rates. See Tax rates.