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Field Name | Description |
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Service Type ID | Unique ID number. |
Description | Description or name of service type. |
How to Add a Service Types
- Go to Maintenance > Service Types.
- Enter a Service Type ID.
- Enter a Description.
- Click the save icon in the toolbar.
How to Edit a Service Type
Warning |
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Service types should only be edited if not in use. |
- Go to Maintenance > Service Types.
- Click the Service Type you would like to edit.
- Click the save icon in the toolbar.
How to Delete a Service Type
Warning |
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Service types should only be deleted if not in use. |
- Go to Maintenance > Service Types.
- Click on the box to the left of the Service Type ID you would like to delete.
- Click the delete icon.
Service Types in X Dispatch
Customer
You can set a Default Service Type and/or make a Service Type Required in the customer record. See Customers - New/Edit Customer.
Note |
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Default Service Types pre-populates selections only, users can change service types during order entry if needed. |
Internet User
You can set a Default Service Type in the internet user record. See Internet Users - New / Edit Internet User.
Note |
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Default Service Types pre-populates selections only, users can change service types during order entry if needed. |
Order Types
There is a Service Type Filters tab in the order type form to allow which service types are available for the order type. See Order Types - New / Edit Order Type.
Orders
When creating or editing an order you can select a Service Type. This creates a way to filter the available order types, and only order types associated to the selected service type will be listed in the order type pull-down list. See Orders.
Service Types in Rapidship
An internet user can select the Service Type when placing an order. This creates a way to filter the order types, and only order types associated to the selected service type will be listed in the order type pull-down list. See Place Order.
Note |
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In version 19.0 or newer, Service Type is only visible when Service Type Required is selected on the customer record. See Customers - New/Edit Customer. |
User Permissions for Service Types
Users need to have permission to be able to add or edit service types. See Users (Desktop Operations App).
Giving Service Type Permissions to Users
- Go to Maintenance > Users.
- Select a user by double-clicking on the User ID.
- Click the + next to the checkbox for Maintenance Functions.
- Click the + next to the checkbox for Service Types.
- Check the box for Service Types and Edit Service Types.
Removing Service Type Permissions
Follow the steps above to uncheck the boxes.