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Excerpt
  1. Go to Maintenance > Customers and click the New button in the top left, or click the down arrow next to the New button and click Customer.

  2. Enter a unique Customer Number. The customer number can be entered manually or generated using the "Generate ID" button  located on the toolbar. Generate ID generates the and ID number based on the "Customer ID Algorithm" setting in the global options' "Misc" tab. See Global Options for more information.

    Note
    • Use numbers only.
    • No special characters or letters. 
    • This number cannot be changed once the customer is saved.


  3. Enter a Name. 


Tip

You can load default field entries by clicking the "Load Defaults" button located on the toolbar. See Default Customer.


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Field NameDescription
Business UnitSelect the business unit that the customer belongs to. Business units are configured in Maintenance > Business Units. See Using Business Units for more information.
Customer TypeSelect the customer type.  Example: Medical Supplier, Auto Parts Distributor. Customer types are configured in Maintenance > Customer Types. See Customer Types (Desktop Operations App) for more information.
Customer SourceSelect the customer source. Example: How you obtained the "Customer", Advertisement, Cold Call, etc. Customer sources are configured in Maintenance > Customer Sources. See Customer Sources (Desktop Operations App) 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 IDProvided by Ensenda for their customers.
Ensenda MerchantProvided by Ensenda for their customers.
Ensenda URLProvided by Ensenda for their customers.
Customer SinceBy default, this is the date the customer file was created. This date can be changed.
Last OrderedDate that the customer placed their last order.
First OrderedDate that the customer placed their first order. This cannot be changed.
First EnteredDate the customer file was created. This cannot be changed.
First Entered ByUser who created the customer file. This cannot be changed.
Last UpdatedDate the customer file was last updated. This cannot be changed.
Last Updated ByUser who made the last update to the customer file. This cannot be changed.
Override The Default Signature Text in X MobileOverrides the signature text in X Mobile when capturing a signature.
Driver NotesEnter notes to display to the driver in X Mobile when [DriverNotes] is added to the message formats.
Route Stop User Field CaptionsText 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 NameDescription
User IDAlphanumeric username the internet user uses to log in.
NameInternet user's name. This can be alphanumeric and is displayed when logged in.
EmailInternet user's email address.
PhoneInternet user's phone number.
Hide Rates

Whether or not rates are hidden for the internet user.

  • Yes - Internet user option "Show Rates" is disabled.
  • No - Internet user option "Show Rates" is enabled.
ApprovedWhether 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. 

Note

This can be a dollar or percentage amount. 


AddressesNumber of addresses in the internet user's address book.
AccountKeyThe customer record's Alternate Lookup.

AllowDriverTracking(XI)

Info

"AllowDriverTracking" for X Dispatch 20.0 or older.


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


Info

Requires X Dispatch 21.0 or newer.

Setting for whether or not driver location is displayed for all of the customer's internet users.

  • After Dispatch - Display the driver's pin location when the internet user clicks the Show Driver Location button on the order after it has been dispatched to the driver 
  • En Route Only -  Display the driver's pin location only if the driver is en route to the location of the destination address, or if the order has been marked as the "Next stop" by the driver in Nextstop. This will also allow the internet user to see the "# of stops away" count on the Track Order Detail card. 
  • Use Global - This is the default setting and will use the Display Driver Location selection in the Global Options Internet Options tab.
  • Disabled - The Show Driver Location button will not be visible in Rapidship unless the internet user's option Display Driver Location is set to "After Dispatch" or "En Route Only".

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CXTU Courses/Lessons
  • Dispatcher Role Training: Customer Record
  • CSR Role Training: Customer Record
  • Accounting Role Training - Customer Record