When Auto-generating Tasks/Route Tickets/Invoices you may wish to only include items in the customer pricing tab that relate to the particular frequency associated with any stop. In order to do so, you must first set the frequency for the items on the customer's pricing tab and then select 'Frequency only' when Auto-generating Tasks/Route Tickets/Invoices. These are covered below.
Part One: Assigning the Frequency to a customer-specific item
Step 1: Navigate to the Customer's pricing tab within the customer details
Step 2: Select the Frequency you wish to associate this particular item with.
Step 3: Ensure that the Frequency you selected for the item matches the frequency of the stop(s) that are relevant to that item.
Part Two: Auto-generating Invoices but only including the Frequency specific items
Step 1: Navigate to the Route Schedule page and access the Table Menu
Step 2: Select Auto-generate
Step 3: Make your selections for Dates, Routes, and Customer
Step 4: Under 'What items from customer-specific pricing do you want to load?' make sure you select 'Frequency Specific'