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| Field Name | Description | ||||
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| Default Service Type | This field can be left blank. The service type selected will be placed in the "Service Type" field of the order form every time this customer places an order.
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| Default Order Type | This field can be left blank. The order type selected will automatically be placed in the "Order Type" field of the order form every time this customer places an order.
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| Default Image File Conversion |
Default image file type used for the customer's image attachments when sent through the message format status alert emails and used when saving in X Dispatch and Rapidship. Select from the following:
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| Dispatch Priority | Select the level of importance of the customer from 0 to 10. It is displayed in the dispatch board and can be a useful tool for making dispatch decisions. | ||||
| Allow Customer Address Points | Turns on the customer specific address points when taking an order.
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| Require Parcel Dimensions - Rapidship | Makes parcel dimensions required in Rapidship. | ||||
| Weight Required | Make weight on the order form required. | ||||
| Pieces Required | Make pieces on the order form required. | ||||
| POD Required | Make POD, or proof of delivery, required for the delivery of an order. This is just the text part of the signature. | ||||
| Service Type Required | Make service type on the order form required. | ||||
| Signature Required | Make a signature required for the delivery of an order or route stop. | ||||
| Require Status Code for TW Change | Make a status code required for a time window change. | ||||
| Service Type Caption | Changes the caption of the service type on the order form. You can select "Service Type" or "Vehicle Type". | ||||
| CSR Reminder | A reminder that will appear on the order form with a red flashing siren next to it. | ||||
| Dispatch Reminder | Comments relating to the customer that is specifically for the dispatchers. It displays as a field in the dispatch board. | ||||
| Default Mileage Unit | Select the default measurement unit of miles or kilometers to calculate the distance for on demand orders. |
Accounting
Billing Address
Check the box if the bBilling addressAddress is different than the local address found on the Orders tab. When checked, the address button 
will be enabled to enter and edit the billing address.
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| Field Name | Description |
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| Name | The customer billing contact. |
| Phone | Phone number for billing purposes. |
| Fax | Fax number for. |
| The "E-mail Address" of the "Customer" billing contact. This "E-mail Address" is what "X Dispatch" will use when emailing invoices to the "Customer". | |
| Notes | General "Billing Notes". |
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| " will use when emailing invoices to the "Customer". | |
| Notes | General "Billing Notes". |
Credit Card
| Info |
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This section requires credit card processing to be set up. If Credit Card Processing is Disabled in the Global Options, this section will not be visible. See Setting Up Credit Card Processing in X Dispatch. |
Credit cards added to the customer record are displayed in this section.
| Field Names | Description |
|---|---|
| Bill Invoices With Default Credit Card | When checked, the credit card set as the default will be used to pay invoices when invoices are processed. Enabled credit cards have been added to the customer record. |
| Set Card As Default | Click this button when the credit card you want to set as the default is selected. Enabled credit cards have been added to the customer record. |
| Remove Card | Click this button when the credit card you want to remove is selected. Enabled credit cards have been added to the customer record. |
| Add New Card | Click the "Add New Card" button to save credit card information for the customer. You can save more than one credit card, choose a default credit card, and bill invoices with the default credit card.
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Rate Charts and Override Pay Charts
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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 (Desktop Operations App) 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 (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 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 Unpaid
Note This is option is disabled when the QuickBooks integration is enabled.
- Preview Invoice
- Email Invoice
Invoice color legend:
Tip title Quick Tip The "CC Pending" status is for when invoices have been authorized, but have not been processed. See How to Charge, Process and Reconcile Credit Cards in X Dispatch.
Notes
The Notes tab displays a text box that you can use to enter notes for the customer. The notes will display on the order form. Click the "Date Stamp" button to place today’s date on a new line.
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