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| Field Names | Description | ||
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| Base | Enter the number of the base chart you would like to assign the customer. | ||
| Rate Adjustment % | This is a discount or increase of the base chart. Enter a positive number for an increase, or a negative number for a discount. Example: Enter "- 20" for a 20% discount off the rate chart assigned. | ||
| Apply to base rate only | Check the box for the rate adjustment When enabled, the Rate Adjustment % to only apply to the base rate. Additional items such as waiting time, overweight charges, etc. will be priced at the normal rates
When disabled, the Rate Adjustment % will be applied to base and item rates only. Surcharges are not included in the rate adjustment. | ||
| Order Type Overrides | Click the button to override order type settings on a customer by customer basis. You can override time parameters by extending time frames on order types, give discounts or increases for a certain time, and change the distance factor calculation.
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| Driver Override % | Enter the total driver pay percent. This will override the driver pay percent in the driver's HR record. | ||
| Exclude from sales reports ( House Account ) | Check the box if you would like the revenue from this customer not appear in the reports that are generated by X Dispatch. This is useful is situations where a customer account is set up to charge back your company for various deliveries, House Accounts. | ||
| Tax Exempt | Check the box to exclude the customer from sales tax. | ||
Require verification before
| Check the box to require verification on an order before the selected action.
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| Print invoice detail format | Check the box to print invoices according to the format selected. By default, X Dispatch provides three different formats:
You can set up additional formats. | ||
| Email invoice detail format | Check the box to email invoices to the email in the “Billing Contact” section and select a format.
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| Account Status | Select from the following:
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| Billing Cycle | Select how often the customer will be invoiced. You can add more billing cycle options. See How to Invoice a Customer Outside of the Normal Billing Cycle. | ||
| Create a separate invoice for each order | Check the box to bill and invoice each order placed by the customer separately. The invoice number will be the same as the order ID. | ||
| Invoice due in [ _ ] days | Enter a number. This number can be used on invoices and can be imported into your accounting package. |
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| Field Name | Description |
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| Route Surcharge Adjustment % | This adjusts from the global configuration. If a global surcharge is not set, the default is 0. Example: Enter "- 20" for a 20% discount off the surcharge. If a global surcharge is set, this field will adjust the global value for any routed work for this customer. Example: Global setting is 10%. Enter "-3" to discount the global setting by 3%, charging this customer a 7% surcharge. |
| Calculated % ( Including Global ) | The total adjusted percent applied to the route surcharge which includes the global adjusted percent under Options > X Route. |
| Booked Percentage | Used for driver pay percentage of the total rate. |
Contacts
Contacts
This is a list of frequent contacts. It can be pre-populated and edited by using the Add, Edit, and Remove buttons on the right.
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| Field Name | Description | ||
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| Status Event | Select an event of an order to trigger the email notification to be sent to the email address in the "Email / Fax Alerts" field. | ||
Message Format | Select the message format for the notification that will be sent. | ||
| Required | Check if the status event is required"Email / Fax Alerts" field. | ||
Message Format | Select the message format for the notification that will be sent. | ||
| Required | Check if the status event is required. | ||
| SMS Text |
Check if the status event should send an SMS text message. See SMS Text Notifications. Visible when Global Option "Enable SMS Text Notifications" is enabled. | ||
| Edit | Click to edit the message format. | ||
| UpdatedBy | The last user to update the alert set up. | ||
| UpdatedWhen | The timestamp of when the alert was updated last. | Edit | Click to edit the message format. |
References
References
The References list can be pre-populated and modified using the “Add” and “Remove” buttons.
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| Field Name | Description |
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| Business Unit | Select the business unit that the customer belongs to. Business units are configured in Maintenance > Business Units. See Using Business Units for more information. |
| Customer Type | Select the customer type. Example: Medical Supplier, Auto Parts Distributor. Customer types are configured in Maintenance > Customer Types. See Customer Types for more information. |
| Customer Source | Select the customer source. Example: How you obtained the "Customer", Advertisement, Cold Call, etc. Customer sources are configured in Maintenance > Customer Sources. See Customer Sources for more information. |
User Field 1 | Allows you to keep track of any data you would like. These fields accept any type of data. |
| User Field 2 | |
| Ensenda Courier ID | Provided by Ensenda for their customers. |
| Ensenda Merchant | Provided by Ensenda for their customers. |
| Ensenda URL | Provided by Ensenda for their customers. |
| Customer Since | By default, this is the date the customer file was created. This date can be changed. |
| Last Ordered | Date that the customer placed their last order. |
| First Ordered | Date that the customer placed their first order. This cannot be changed. |
| First Entered | Date the customer file was created. This cannot be changed. |
| First Entered By | User who created the customer file. This cannot be changed. |
| Last Updated | Date the customer file was last updated. This cannot be changed. |
| Last Updated By | User who made the last update to the customer file. This cannot be changed. |
| Override The Default Signature Text in X Mobile | Overrides the signature text in X Mobile when capturing a signature. |
| Driver Notes | Enter notes to display to the driver in X Mobile when [DriverNotes] is added to the message formats. |
| Route Stop User Field Captions | Text entered into the User Field will modify the caption of the corresponding User Field of the customer's route stop record. |
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| Field Name | Description | ||
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| User ID | Alphanumeric username the internet user uses to log in. | ||
| Name | Internet user's name. This can be alphanumeric and is displayed when logged in. | ||
| Internet user's email address. | |||
| Phone | Internet user's phone number. | ||
| Hide Rates | Whether or not rates are hidden for the internet user.
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| Approved | Whether or not the internet user is approved to log in to Rapidship or X Internet. | ||
Base Rate Adj % | Internet user's Rate Adjustment which is specific to the internet user.
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| Addresses | Number of addresses in the internet user's address book. | ||
| AccountKey | The customer record's Alternate Lookup. | ||
AllowDriverTracking(XI)
| Whether or not the internet user is allowed to track drivers on X Internet. This does not include tracking drivers in Rapidship. | ||
| Display Driver Location |
Setting for whether or not driver location is displayed for all of the customer's internet users.
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- Click on the [+] next to the invoice to show the orders in the invoice.
- Double click the order number to open the order form.
- Right-click on an invoice for a menu to:
- Mark as Paid
- Mark as Short Paid
Mark as
UnpaidUnpaid
Note This is option is disabled when the QuickBooks integration is enabled.
- Preview Invoice
- Email Invoice
- Invoice color legend:
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| Section / Field | Description | ||||||||||||
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| Available Parcel Types | Select the parcel types that are specific to the customer by checking the checkbox in front of the parcel type or click the Add all button to check all the boxes. You can edit the parcel types list in Maintenance > Parcel Types. See Parcel Types (Desktop Operations App) for more information.
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| Enable parcel type list in XD |
When enabled is checked, all of the orders, route stops, contract stops, and parcel forms associated with the customer in X Dispatch will only accept the selected parcel types. | ||||||||||||
| Available Parcel Items |
Configure parcel items and parcel type enforcement for drivers to select in Nextstop. See Parcel Items (Desktop Operations App). The checkbox must be checked to enable parcel item options in Nextstop for Available Parcel Types selected.Click the corresponding button in the Parcel Type Enforcement column to edit the parcel item's enforcement type.
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| Required Mobile Route Parcel Types | Configure required parcel types during driver action for specific stop types by selecting the Parcel Type and Stop Type. The Parcel Type cannot be duplicated.
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