How to Add and Manage Frequent Items

custm Shifts · Profile tools

Add, save and manage your frequent items

Use the operational controls menu in My Shifts to open Frequent items, save common freight item details for future bookings, review your saved items list, and use the CSV tools when you want to work in bulk.

What this workflow does

Save reusable freight-item details on your profile

Frequent items help you keep common freight dimensions and item details ready to use later, reducing repeat data entry in the Shifts workflow.

What you can manage

Add one item or work with the CSV tools

You can save a single frequent item from the form, review the saved items list on the right, remove old items, or download the CSV template and import item data in bulk.

StartOpen operational controls MenuSelect Frequent items SaveEnter item details ManageView saved items

Before you start

Be signed in to the correct Shifts customer profile.
Open the My Shifts dashboard.
Use the operational controls menu in the top-right area of the page.

What you can save

You can save a reusable freight item name, optional SKU, type, dimensions, weight, quantity, and handling notes. These saved items appear in your profile list and can be searched or removed later.

1STEP 1 - My Shifts

Open the operational controls menu

From your My Shifts dashboard, go to the top-right of the page and click the menu-style operational controls button.

This button opens profile tools such as Frequent addresses, Frequent items, export options, and user access tools depending on your permissions.

My Shifts dashboard showing the operational controls area — Open **My Shifts** and go to the top-right menu area.

Close-up of the operational controls menu button — Click the menu-style operational controls button.

2STEP 2 - Operational Controls

Select Frequent items from the menu

After opening the operational controls menu, choose Frequent items from the list.

This opens the Frequent items modal for the signed-in profile and selected company.

Operational controls menu with the Frequent items option — Select **Frequent items** from the operational controls menu.

3STEP 3 - Save Item

Use the left side of the modal to enter the item details

The left side of the Frequent items modal is where you add a new reusable item for your profile.

Complete the left-side inputs such as Name, optional SKU, Type, dimensions for L (cm), W (cm) and H (cm), WT (kg), Qty, and optional Notes. When the details are ready, click Save.

Frequent items modal showing the left-side item input fields and Save button — Use the left panel to enter the item details, then click **Save**.

4STEP 4 - Saved Items

Review the saved frequent items list on the right

The right side of the modal shows your saved frequent items. Each saved item displays the item name and summary details so you can quickly review what is already available in your profile.

Use the search field to find saved items quickly and use the delete action beside an item when it is no longer needed. For bulk updates, click Download CSV template, update the file, then use Import CSV to bring the item data into your profile.

Frequent items modal showing the saved items list, search field, delete actions, and CSV buttons — Use the right panel to review saved items, search the list, delete items, or use the CSV tools at the bottom.

Your frequent items are ready to manage.

The workflow is complete: open the operational controls menu, select Frequent items, save a new item from the left panel, then use the right-side list to review, search, delete, or bulk import items.

My ShiftsFrequent ItemsSave ItemSearch Saved ItemsDownload CSV TemplateImport CSV