--- title: "About the Global Options Dialog Shipments and Scaffolds Tab" slug: "about-the-global-options-dialog-shipments-and-scaffolds-tab" updated: 2023-07-21T13:59:32Z published: 2023-07-21T13:59:32Z canonical: "docs.avontus.com/about-the-global-options-dialog-shipments-and-scaffolds-tab" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.avontus.com/llms.txt > Use this file to discover all available pages before exploring further. # About the Global Options Dialog Shipments and Scaffolds Tab ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/791a2a1c-6a8d-4af7-aa2e-f975324038ff.png) The two tabs in the **Shipments and Scaffolds** tab enable you to determine some specific characteristics for how Quantify deals with Shipments and Scaffolds. This tab has two sub-tabs: **Shipments** and **Scaffolds**. ## The Shipments Sub-Tab The **Shipments** tab enables you to determine specific ways in which Quantify handles Shipments. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/eea3892f-5142-4397-817d-8d3d22ee5f27.png) ### Top Section | Default shipment view filter | Use this dropdown to filter (by date range) which Shipments appear in the **Shipping** tab in the Quantify interface. | | --- | --- | ### Color for Shipment Header Section Use the dropdowns in this section to configure the headers in the Shipping reports Quantify produces. | Delivery | Use the **Delivery** dropdown to determine the color used in the header of Shipping reports for deliveries, | | --- | --- | | Return | Use the **Delivery** dropdown to determine the color used in the header of Shipping reports for returns. (Pre-returns have the same color as returns.) | | Transfer | Use the **Delivery** dropdown to determine the color used in the headers of Shipping reports for transfers. | ### Shipment Permissions Section The **Shipment Permissions** section enables you to determine the permissions for the *New Direct Ship* and New *Reservation* dialogs. | Allow editing of shipment number | When this checkbox is checked, Quantify allows users to edit the shipment number in the *New Direct Ship* and New *Reservation* dialogs. Allow editing of shipment number affects both regular Shipments as well as Shipments to Scaffold Tag locations | | --- | --- | | Allow rent stop date to be modified | When this checkbox is checked, Quantify allows users to edit the date on the **Rent Stop** date field in the *New Direct Ship* and New *Reservation* dialogs. | | Allow editing and prorating of rent rate | When this checkbox is checked, rent can be edited and prorated in the *Shipment Completed* dialog. | | Allow editing of recurring charges | When this checkbox is checked, Quantify users can change the amounts in the **Charge/Unit** column in the **Recurring Charges** tab of the *New Direct Ship* dialog. | | Allow editing of minimum days | This option works in conjunction with the [First Advance, Then Arrears](/v1/docs/working-with-billing-methods) billing method. When this checkbox is checked, Quantify displays a new column (**Min. Override**) in the **Product** tab of the *New Direct* Ship dialog. Users can use this tab to override the minimum days rent that was [configured in the *Job Site* dialog](/v1/docs/applying-the-first-advance-then-arrears-billing-method), when shipping items to affected Job Sites. **Note:** This only work with shipments made to the Job Site, not from it. | | Allow editing of consumable sell price | When this checkbox is checked, Quantify allows users to edit the sell prices of Consumables in the *New Direct Ship* and New *Reservation* dialogs. | | Allow editing of additional charge description | When this checkbox is checked, Quantify allows users to edit the descriptions of Recurring Charges in the *New Direct Ship* and New *Reservation* dialogs. | | Allow editing of additional charge weight | When this checkbox is checked, Quantify allows users to edit the weights of Additional Charges in the *New Direct Ship* and New *Reservation* dialogs. | ### Center Section The center section enables you to configure the default dates in the **Rent Start** and **Stop date** fields for new deliveries and returns | Default rent stop date on new returns to today plus | When this checkbox is checked, you can configure the default rent stop date for new returns, | | --- | --- | | Days | If you click the checkbox above, use this text field to define the number of days from the current day (today) on which you want rent to stop. | | Default rent start date on new deliveries to today plus | When this checkbox is checked, you can configure the default rent start date for new deliveries, | | Days | If you click the checkbox above, use this text field to define the number of days from the current day (today) on which you want rent to start. | ### Custom Lists for Shipments and Scaffolds Section This section enables you to enable/disable and configure custom lists for Shipments and Scaffolds. | List | When this checkbox is checked, the corresponding custom list appears in the **Shipment Properties** tab of the *New Direct Ship* dialog and the **Properties** tab of the *Scaffold* dialog. | | --- | --- | | Text Field | Use these text field to add a label to the custom lists that have been enabled by clicking the checkbox(es) above. | | Required | When this checkbox is checked, users must select an item from the list(s) in order to complete the Shipment or Scaffold. | ## The Scaffolds Sub-Tab The **Scaffolds** tab enables you to determine specific ways in which Quantify handles Scaffolds. ### ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/ba2c984a-2108-476c-b014-cbe6bf750377.png) ### Top Left Section The checkboxes in the top left section enable you to define some fundamental Scaffold features. | Allow scaffold tracking | When this checkbox is checked, Scaffold tracking is enabled on a global basis. Users can then enable it on a Job Site-by-Job Site basis. | | --- | --- | | Allow scaffold to be set completed if there are balances | When this checkbox is checked, Scaffolds can be considered completed even through there are balances on an account. | | Allow scaffold transfers | When this checkbox is checked, Scaffolds can be transferred between Job Sites. | | Checkbox to create inspection from new activity is checked by default | When this checkbox is checked, the **Create new inspection when clicking OK** checkbox in the *Activity* dialog will be checked by default. | | Label for tab in main window | Use this text field to change the name of the **Scaffold Register** tab in the Quantify interface. | ### Built-in Scaffold List Names Section The text fields in this section enable you to define three custom lists that appear in the Quantify interface. | List | When this checkbox is checked, the corresponding custom list appears in the **Shipment Properties** tab of the *New Direct Ship* dialog and the **Properties** tab of the *Scaffold* dialog. | | --- | --- | | Text Fields | Use these text fields to name the custom lists that have been enabled by clicking the checkbox(es) above. | | Required | When this checkbox is checked, users must select an item from the list(s) in order to complete the Shipment or Scaffold. | ### Scaffold Statuses Section The features in the **Scaffold Statuses** section enable you to edit the names of the statuses assigned to Scaffolds in the Quantify interface. | Edit | Select a Scaffold Status and click this button to edit that status. | | --- | --- | | Name | This column displays the name of each current Scaffold Status. | | Active | This column displays whether each current Scaffold Status is active or not. | | Description | This column displays the description of each current Scaffold Status. | #### Status Dialog ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/39d56217-8625-4893-bb61-4c214fac8bcb.png) The *Status* dialog appears when you select a Scaffold Status and click the **Edit** button (![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/ea718143-067e-4aa6-95fe-204b95728dc5.png)). Use this dialog to customize the available Scaffold Statuses. | Active | When this checkbox is checked, the Status is active. | | --- | --- | | Name | Use this text field to add/change the name of the current Status. | | Description | Use this text field to add/change the description of the current Status. | ## Common Items Regardless of which tab you select above, the bottom of the **Shipments and Scaffolds** tab remains constant. It enables you to configure available custom lists and default rent start and stop dates. ### Rent Stop/Start Dates The **Rent Stop/Start Dates** section enables you to configure the default rent start and stop dates for new deliveries and returns. | Default rent stop date on new returns to today plus | When this checkbox is checked, you can configure the default rent stop date for new returns, | | --- | --- | | Days | If you click the checkbox above, use this text field to define the number of days from the current day (today) on which you want rent to stop. | | Default rent start date on new deliveries to today plus | When this checkbox is checked, you can configure the default rent start date for new deliveries, | | Days | If you click the checkbox above, use this text field to define the number of days from the current day (today) on which you want rent to start. | ### Custom Lists for Shipments and Scaffolds Section This section enables you to enable/disable and configure custom lists for Shipments and Scaffolds. | List | When this checkbox is checked, the corresponding custom list appears in the **Shipment Properties** tab of the *New Direct Ship* dialog and the **Properties** tab of the *Scaffold* dialog. | | --- | --- | | Text Field | Use these text fields to name the custom lists that have been enabled by clicking the checkbox(es) above. | | Required | When this checkbox is checked, users must select an item from the list(s) in order to complete the Shipment or Scaffold. | ### Custom Properties for Shipments and Scaffolds Section This section enables you to enable/disable and configure custom properties for Shipments and Scaffolds. | Text | When this checkbox is checked, the corresponding custom property appears in the **Shipment Properties** tab of the *New Direct Ship* dialog and the **Properties** tab of the *Scaffold* dialog. | | --- | --- | | Yes/No | When one or more of these checkboxes are checked, Quantify enables users to create custom **Yes/No** question/answer checkboxes. A check in the checkbox means the answer is Yes. Use the text field beside the **Yes/No** checkbox to configure the appropriate label/question for the custom **Yes/No** checkboxes that appears in the *Scaffold* dialog. | | Required | When this checkbox is checked, users must use the custom property in order to complete the Shipment or Scaffold. | ## Adding a Custom Field to the New Direct Ship Dialog Manage custom fields for Job Sites, except lists, through the **Job Site Properties** tab of each Job Site. To add a a custom field to the *New Direct Ship* dialog: 1. Click the **Tools** menu and select **Global Options**. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/f821f429-1332-47f4-bb2b-5acf6cd1bb81.png) The *Global Options* dialog appears. 2. Click the **Shipments and Scaffold Tags** tab. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/30ce2b4a-40dc-44b1-b90b-c450a689af8e.png) 3. Click the **List 1** checkbox (to put a check in it). 4. Click in the **List 1** text field and enter a label for the list. 5. As necessary, click the **Required** checkbox, to require user to make a selection from the list. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/5995f4dc-a194-4d50-9b19-94d4eb98cde9.png) 6. As necessary, repeat the above three steps for **List 2**. 7. Click **OK**. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/5e9cd8ff-f670-4e4d-a867-0269e73588ea.png) Next, use the **Lists** menu to add items to each list you are working on. 8. Click the **Lists** dropdown and select **Freight Company Global** **List Items**. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/689f914b-52bb-439e-a97c-fdfe6dd6fdcb.png) The *List Name List Items* dialog appears. 9. Click the **Add** button (![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/9295984d-a7ef-4cc0-9dd3-6b182422750a.png)). ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/87b27e31-5e41-4886-9068-f561d27eab37.png) The *List Item* dialog appears. 10. Click in the **Name** text field and enter a name for the new list item. 11. As necessary, click in the **Description** text field and enter a description of the new item. 12. Click **OK**. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/ee3a92ee-694a-4788-a077-cc18c22460de.png) The *List Name List Items* dialog returns. 13. Repeat the above four steps to enter all the list items. 14. If you are adding a second list, repeat the above steps in *the List Name List Items* dialog and the *List Item* dialog 15. Click **Close**. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/5bc38833-a62e-4f24-b884-6ddc6d87635d.png) The list(s) and items will appear in the **Shipment Properties** tab of the *New Direct Ship* dialog. Pivot reports will also display the custom fields. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/2fe759b7-1104-461f-8047-6b5c0f7b8354.png) ## Enabling Scaffold Tracking Scaffold Tracking features are disabled by default. To enable Scaffold Tracking features: 1. Click the **Tools** menu and select **Global Options.** ****![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/f821f429-1332-47f4-bb2b-5acf6cd1bb81.png)**** 2. Click the **Shipments and Scaffolds** tab. 3. Click  the **Scaffolds** sub-tab. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/fa2531d7-956e-41df-8227-2c9f28039af5.png) 4. Click the **Allow scaffold tracking** checkbox, to put a check in it. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/ccd898b4-550f-466c-b831-9acd394db7a4.png) 5. Select any other options as necessary. **Note:** The tab that contains Scaffold information and features is named **Scaffold Register** by default. You can rename this tab by entering a custom name into the **Label for tab in main window** text field. 6. Click **OK** when ready ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/badbed89-c5a2-4ec2-a06c-cf908c9c24a4.png)