1. Navigate to https://app.allotrac.io/ and log in to your Allotrac.io site
2. Click the "Manage" tab from the side menu
3. Click "Items" from the drop down menu
4. Click the "ADD ITEM" button
5. Select whether this new item will be a physical item that will be transported by your vehicles, or whether this new item will be a charge, such as a surcharge or levy etc
6. Enter in an "Item Name"
7. Enter in an "Item Code"
8. If you have any labels configured in your site, select the correct one here
9. If you wish to make this a sellable item in your site, click the "Can Sell" tick box. Once you do this, this item will now be an invoiceable item
10. If you wish to make this a purchasable item in your site, click the "Can Purchase" tick box
11. If you have any, select the correct Income Category to assign to this new item here
12. If you have any, select the correct Expense Category to assign to this new item here
13. Add the primary unit of measurement for the item by clicking on the "Primary Unit" field
14. From the drop down, select the correct primary unit to assign to this new item
15. If you want your driver to be able to edit the primary unit quantity when they are processing jobs using this item, click the "Capture Job Actuals" tickbox
16. If you also need to measure this item using a secondary unit as well, click the "Secondary Unit" tickbox
17. Select which secondary unit type that you need. In this example, we will select volume as the secondary unit
18. From the drop down, click the "Unit" field
19. You will then be presented with all volume unit types. In this example, we will select "Cubic Metre" as the secondary unit
20. The "Multiplier" field is where you advise how many secondary units are equal to 1 primary unit. For example, lets say that the primary unit for an item is tonne and the secondary unit is cubic metre. If you type in 0.6 as the multiplier, Allotrac will now treat this item as 1 tonne = 0.6 cubic metres moving forward.
21. Enter an "Offset" to allow for some variation. For example, this may be beneficial for bulk items like sand or mulch which will get heavier if wet. If this is not applicable, just leave this as 0
22. If you are unsure of your multipliers or offsets, the "Conversion Factor Equation" will visually show you what you have configured for this new item. If this is incorrect, please go back and adjust your multiplier and/ or offset
23. If you want your driver to be able to edit the secondary unit quantity when they are processing jobs using this item, click the "Capture Job Actuals" tickbox
24. Additional to Volume Units, you can also use length, time, temperature, velocity and amount units as secondary units of measurements for items as well
25. Click the "Item Comments" field and enter in any comments you wish to attach to this item
26. Click the "SAVE" button to save your changes
You have now created this item. You will now be able to use this item in jobs within your Allotrac.io site