Table of Contents maxLevel 3
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| Field Name | Description | ||
|---|---|---|---|
| Order Type | ID, or unique numerical value of order type. | ||
| Description | Brief description of order type. | ||
| Business Line | Type of delivery service being performed, which affects automatic time calculation for "Pickup within/Ready By" and "Delivery within/Deliver By". | ||
| GL Account | Corresponds with General Ledger code in QuickBooks. See GL Accounts. | ||
| Driver Split | Used for driver pay calculation. Used to set up order types that pay the driver more, less, or not at all. This works in addition to the driver pay percentage(s) set in the Human Resource record. See Human Resources for more information. | ||
| Display Order | Manual override of displayed order type sequence. | ||
| Tax Exempt | If checked, removes applicable sales tax from order. | ||
| Require delivery before invoicing | If checked, an order must be marked as delivered before it can be invoiced | ||
| Automatically Confirm Order | Automatically confirms order without having to select order as confirmed in Nextstop, X Mobile or in dispatch. | ||
Require verification before
| Check the box to require verification on an order before the selected action.
| ||
| Auto assign pickup to route by rule: | Automatically places applicable on demand orders onto a route via route sort rules based upon pickup location. See Route Sort Rules. | ||
| Auto assign delivery to route by rule: | Automatically places applicable on demand orders onto a route via route sort rules based upon delivery location. See Route Sort Rules. | ||
| Address Restriction: | Displays warning if an address other than customer's address is chosen for origin or destination.
| ||
| Adjust DELIVERY deadline by | Adjusts automatic calculation for the delivery deadline when an order exceeds a certain number of miles to create more realistic delivery times. | ||
| Adjust PICKUP deadline by | Adjusts automatic calculation for pickup deadline when an order exceeds a certain number of miles to create more realistic pickup times. | ||
| Prevent order type when distance is greater than | If checked, prevents order type from being used if the distance from pickup address to delivery address is greater than this value. | ||
| Pickup within | Visible when "On Demand" is the selected Business line. Amount of time from when an order is placed that is given to pick it up before it is considered late. | ||
| Delivery within | Visible when "On Demand" is the selected Business line. Amount of time from when an order is placed that is given to deliver it before it is considered late. | ||
| Ready by | Enabled when "Scheduled" or "Distribution" is the selected Business line. The time of day an order must be placed by. Works in conjunction with the Deliver field below. | ||
| Deliver by | Enabled when "Scheduled" or "Distribution" is the selected Business line. The time of day the order must be delivered by. | ||
| Pickup within (Checkbox) |
Visible when "Scheduled" or "Distribution" is the selected Business line. If checked, the amount of time entered here is added to the Pickup From time, and will display in the Pickup To field on an order. | ||
| Deliver | Uses hours or operations to determine if order type is available when the order is placed and determines the estimated delivery time. | ||
If checked, automatically prints dispatch ticket. See Dispatch Ticket | |||
| Allow Email POP and POD to customer | If checked, sends the customer an email when the order is picked up or delivered. | ||
| Use deadline for return/continuation order ready time | If checked, return and continuation orders will use the delivery time from the original order as the ready time on the new order.
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| Ignore time windows when using Web Service | If checked, ignores Order Type time windows for X Remote or any other automated orders placed via an ASN manifest. It does not affect Rapidship or X Internet orders. | ||
| Update Time Windows | Specify if changing to this order type when editing an already placed order should recalculate time windows automatically, prompt the user before recalculating, or never recalculate. | ||
| Send to dispatch | If checked, orders with this order type will automatically be sent to the dispatch board, and orders using sort rules will display as on demand orders in Nextstop. If unchecked, orders with this order type will not be sent to the dispatch board, and orders using sort rules will display as route stops in Nextstop. | ||
| The time before pickup that a future order becomes an active order and is displayed on the active dispatch board.
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| Amount of time before "Pickup within" deadline that an order is displayed as yellow on dispatch board. | ||
| Amount of time before "Delivery within" deadline, that an order is displayed as yellow on dispatch board. | ||
| Send order dispatch message to the driver. | ||
| When to displays the
| ||
| Time Tester | See Time Tester above. | ||
| OK | Closes order type form. Changes are saved without the requirement to "Apply". | ||
| Cancel | Closes order type form. No changes are saved. | ||
| Apply | Saves changes without closing order type form. | ||
| Deactivate | Prevents order type from appearing anywhere else in the application. The order type is not deleted, it's simply made unavailable. When an order type is deactivated, an "Activate" button appears. Press the "Activate" button to reactivate order type.
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| Delete | Completely removes order type. Various warnings appear providing details of where order type is used. All such details must be deleted before order type is deleted. |
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