Page Comparison

CXT Customer ID

CXT Software customer ID. Assigned by CXT Software and cannot be modified.

Company Location ID

Used to identify company location id number.

Name

Company name. This information is used throughout the Operations App.

Address

Company address.

City, State, Zip

City, State, and Zip of where your company is located.

Phone

Company phone number.

Fax

Company fax number.

Web Address

URL for company web site.

E-mail

Main email address.

Shipping Label

Two options:

• URL: Enter web address for shipping label. This is auto populated and cannot be changed.

• Procedure: Select a custom procedure to generate shipping label. See Shipping Labels in the Operations App.

Scanned Docs URL

Deprecated field.

Invoice Database File(Button)

Deprecated field.

Reports Database File(Button)

Deprecated field.

Server Postal Code

Postal code where the database server is physically located. 

Maximum Attachment Size (MB) Allowed

Maximum size of a single file that can be uploaded into the Classic Operations App, Client Portal, and Operations App.  (Maximum file size can be set to as high as 255 MB)

Maximum Image Size (MB) Allowed

Maximum size of an image file that can be uploaded into the Classic Operations App, Client Portal, and Operations App. (Maximum file size can be set to as high as 99 MB)

Automatically Compress Larger Images

Automatically compress images larger than the "Maximum Image Size Allowed".

Cloud Settings

Amazon S3 settings. Managed by CXT Software. 

Websites Base URL

Company's base URL. This is auto populated and cannot be changed.

Options

Default dispatch E-Mail address

When sending orders or messages to a driver, this is the return email address that is used when the driver replies to the message or updates an order using the Q codes if there are no email addresses associated to that driver's fleet.

Dispatch refresh interval

Interval that the dispatch board will automatically refresh at.

Ranked order refresh interval

The automatic refresh interval that is used when you are ranking drivers for orders.

Enforce capabilities when dispatching

This will look at the capabilities that a driver has. If the order requires a capability that a driver does not have, it will keep you from dispatching the order to that driver. You will be prompted with a message that lists the capabilities that the driver needs for this order.

Enforce capabilities when ranking

This will take in to account the drivers capabilities when ranking the drivers for an order.

Enforce capabilities on order form

This will take in to account the drivers capabilities on an order form.  This also applies when an order is being updated after it has been dispatched.

Example: If there is a HAZMAT item in the order that requires approval for a driver to deliver, it would check if the driver has this certification when assigning to an order. Then depending on your selection, it will "enforce" or "warn" the CSR.

Enforce critical dates

Critical dates are stored in Human Resources that can refer to items such as drivers license, insurance, or immigration expirations and in Vehicles (Classic Operations App) for items such as registration and insurance.

• Enforce - The dispatcher will not be able to dispatch the driver or vehicle if one or more of the items are expired.

• Warn - The system will prompt the dispatcher if they would like to dispatch the driver or vehicle despite the expiration.

• Ignore - The expiration dates are not monitored by the Operations App.

Enable & Track "Received At Dock" (Check Box)

Checking this box enables another status tracking option called Received at Dock. This can be found under order status on the order form.

Tunable Dispatch Parameters See Driver Ranking Configuration for more information.

Vehicle Records User Definable Fields 

Field Name 

These are all user definable fields used to customize the field name of fields in the User Data section of vehicle records. See Vehicles (Classic Operations App).

General

Enable spell check

Enables spell check when entering text into the Operations App, such as order remarks, origin comments, destination comments, etc.

Display Reminders at random

Randomizes "Tip of the Day" pop-ups. If it's not checked, tips show in the order they were entered.  This option is set for the local computer only, it is not a global setting.

Use server time on workstation

When checked, the Operations App uses server time instead of workstation time. This option is set for local computer only, it is not a global setting.

Enable 'Due From' on Orders

Allows manual adjustment of "Due From" time on orders.

Enable SMS Text Notifications

Allow email fields to also accept phone numbers, so users can receive status update notifications via SMS text messaging. 

Enable sales tax processing

Enables sales tax usage during order rating. Sales tax still must be set up under Maintenance > Sales Tax.

Allow blank destination on orders

Allows saving of orders without a destination address. 

Item Comments Classic Mode

When enabled,  this feature automatically adds comments to order items on the Charges tab describing how the charge was calculated.

Enable Embedded Fonts for AR

Enable embedded fonts for active reports.

Enable Parcel Refrigeration Types

Enable the "Parcel Refrigeration Type Enforcement" field within Maintenance > Parcel Types that controls whether a Driver App user is required to select a refrigeration type of Frozen, Refrigerated, or Room Temperature on specific parcel types.

Sales Tax Evaluate

Select how to evaluate sales tax.

Display last ___ (qty) orders on main orders form

Sets number of orders  displayed in the Operations App "Orders" screen. The maximum number of orders allowed is 1000.

Customer ID Algorithm

Sets how the Generate ID  feature works that is used to create a system-generated customer number when adding a new customer.  Two options are available:

4. Maximum ID Plus 1 - Creates new customer number by adding "1" to the highest customer number on file.

5. Next Available ID - Creates new customer number by finding gaps in current customer number list (lowest to highest).  Once all gaps are used, reverts to "Maximum ID Plus 1" methodology.

6. Custom Procedure - Creates new customer number from a custom procedure. You must reach out to Enterprise/Dedicated Services to have a custom procedure created. If a custom procedure is not specified then the algorithm will default to “Next Available ID”.

Customer Options

Enable Customer Inactivity Warning ___ days

Warn CSRs of customer inactivity after a configurable number of days. 

Enable Alternative Lookup

Allow alternate lookup. See Customer Alternate Lookup for more information.

Driver Pay Chart Options

Enable driver pay charts

If enabled, this option makes visible driver pay charts in:

Customer > Accounting tab:

Human Resources > Advanced tab:

Driver pay charts allow the disconnection of delivery personnel pay from order rates. A separate pay chart is created to which "Human Resources" or "Customers" are pointed. When the delivery person is paid, if pay charts are setup for their "Human Resource" or for the order's "Customer," the pay is calculated using it instead of the order's rate.  By default, customer pay charts override human resource pay charts, however this logic can be reversed by using the "HR Pay Charts Override Customer Pay Charts" option described below.

HR Pay Charts Override Customer Pay Charts

If driver pay charts are enabled using "Enable driver pay charts" option above this option is visible.  When enabled, if a pay chart is defined in "Human Resources" it overrides the pay chart (if defined) setup for customer.  The end result is the delivery person is always paid from the "Human Resources" pay chart, not the customer pay chart.  

Auto-calculate surcharge driver pay on live orders with manual user overrides

If enabled and using driver pay charts, when a driver's base rate pay has been manually overridden on a live order, the surcharge will be auto-calculated off of the overridden base rate amount instead of the original driver pay chart calculation.

If disabled and using driver pay charts, the driver surcharge pay is always based off the associated driver pay chart and not off the manually entered driver base rate on the live order.

Watermark Options

Image

The background image that displays behind signature wherever a signature image can be viewed.  (Operations App, legacy X Internet and Remote Order Entry products, etc.)

Opacity

Sets opacity (transparency) level of "Watermark Image" wherever it is viewed.  This adjustment allows image to be somewhat "faded out" so it doesn't interfere with signature.

Test Watermark

Displays what signature looks like with the watermark image.

Signature Max Height

Enter the max height in pixels of your signature.

Signature Max Width

Enter the max width in pixels of your signature.

Ensenda Options

Courier ID

Courier ID provided by Ensenda to those delivery companies performing Ensenda work.

Ensenda URL

URL provided by Ensenda to those delivery companies performing Ensenda work.

Carrier ID

Carrier ID provided by Ensenda to those delivery companies performing Ensenda work.

Agent ID

Agent ID provided by Ensenda to those delivery companies performing Ensenda work.

International Options

Default to Canadian Addresses

Sets default drop down box to "Can Address" when entering and validating new addresses.

XTracking MP Options

Password

Password used by Cloud Clients who also have MapPoint on their local workstation and want to interface Cloud Client with MapPoint. The password set here must also be entered into the "X Tracking" settings in MapPoint. 

Password Confirm

Retype same password entered in previous "Password" field.

Rate Surcharge

Surcharge Item

Sets surcharge item for routed work.

Customer Surcharge %

Sets surcharge percent on routes, this change is global and affects all routes.

Driver Surcharge %

Sets driver's surcharge percent. This change is global and affects all routes.

Driver Surcharge based on

What the Driver Surcharge % will be based on. This can be overridden on each route via Route Planning. See Planning - New/Edit Route.

• Driver Route Pay 

• Customer Surcharge Amt

Print Barcodes

All stops

Sets option to print barcodes for all stops on a route.

Route stops only (On demand stops and stamps excluded)

Sets option to only print stops created by contract stops, and not print stops created by route stamps or on demand orders moved to route.

Stop Time Settings

Enable Min/Max Automatic Time Calculation

Allow auto calculation, +/- preferred time, when adding a new contract stop.

Minimum Time Offset (minutes)

Minimum time is auto calculation is enabled.

Maximum Time Offset (minutes)

Maximum time is auto calculation is enabled.

Misc. Settings

Allowed number of days to view posted route stops

Set the number of days in the past a user is able to view posted route stops. Enter "0" to not allow a user to view any posted route stops.

Allowed number of days to edit posted route stops

Set the number of days in the past a user is able to edit posted route stops.  Enter "0" to not allow a user to view any posted route stops.

Enable Route Sort Rules (enables on demand orders to sort onto routes)

Allow Route Sort Rules. See Route Sort Rules - New / Edit Route Sort Rule for more information.

Display POD Name on Route Manifest

Adds a POD column to the route manifest.

Enforce address validation when using web service

When enabled, route stops being created through the web service will have address validation enforced. For web services only.