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Table of Contents

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Field Name

Icon Name

Description

Save and Close

Save the current order and open a new order form.

Save and Keep Open

Save the current order and keep the order form open.

Reprint Dispatch Ticket

Print the order in a formatted print form or as seen on the screen depending on the selected Print dispatch ticket in the order type of the order. See Order Types (Classic Operations App).

Disabled when creating a new order.

Print Shipping Label

Print a shipping label for the order that can be added to the package.

Disabled when creating a new order.

Tip

title	Quick Tip

If you need changes made to the existing shipping label, including the logo, please contact Technical Support.

Use Imager to Scan Attachment

Scan a document using a scanner connected to your computer and add it as an attachment to the order.

Insert File

Upload a file as an attachment to the order.

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Set Dispatch Flag

Flag either the Origin Remarks, Destination Remarks, Order Comments or all 3 of these fields for the order. The fields marked as flagged will be highlighted in red.

Cancel

Cancel the order. This will remove the order from the dispatch board and it will not be invoiced.

Tip

title	Quick Tip

Canceled orders can be restored or viewed for reference.

Disabled when creating a new order.

Restore

Restore the canceled order. This will add the order back to the dispatch board and can be invoiced.

Tip

title	Quick Tip

Restored orders will need to be re-rated.

Visible only for canceled orders.

Return

Save and close the current order and create a new return order with the same Order Number but appended with a ".01" at the end. The new order will automatically fill in the same Customer ID, Contact, and Billing Group. The Origin and Destination information will be reversed. You will need to select an Order Type for the new order.

Multiple Order Same Origin

Save and close the current order and create a new order with the same Customer ID, Contact, Billing Group, and Origin.

Multiple Order Same Destination

Save and close the current order and create a new order with the same Customer ID, Contact, Billing Group, and Destination.

Continuation

Save and close the current order and create new orders in a sequence with the same Order Number but appended with a ".01", ".02", ".03", etc. at the end. The new orders will automatically fill in the same Customer ID, Contact, and Billing Group. The Destination information will be entered for the Origin. You will need to select an Order Type for the new orders.

Clone

Create a duplicate order with all of the information the same except for the dates which will be filled in as the current date.

In X Dispatch 22.1 or newer, flight information will also be added to the duplicate order.

Insert Customer Address

If the Origin Name or Destination Name field is selected, the current Customer Name and Customer Address information automatically filled in.

Rate

Rate the order.

Lock Charges

Lock or unlock the Charges tab. If the charges are locked, no changes can be made to the order under the Charges tab until the order has been unlocked.

Info

Users with "Edit Order" permissions can only unlock charges that they have locked themselves.
Users with "Unlock Rates" permission can unlock rates on any locked charges.

See Users (Classic Operations App).

Lock Driver Pay

Lock or unlock the driver pay on the order. If the driver pay is locked, no changes can be made to the driver assignment or pay under the Drivers tab until the order has been unlocked.

Info

Users with "Edit Order" permissions can only unlock driver pay that they have locked themselves.
Users with "Unlock Driver Pay" permission can unlock driver pay on any locked order.

See Users (Classic Operations App).

In X Dispatch 21.0 or newer, users with the proper permissions can unlock driver pay when assigning an order from the On-Demand Dispatch board.

Bill Credit Card

Process a credit card in order to pay for the order.

Recurrence

Turns the current order into a recurring order. See Recurring Order.

Flip Addresses

Switch the Origin and Destination information.

Re-calculate Distance

Recalculates the distance between origin and destination.

View Tracking Status

Open the Order Status window to view the status of an order. See Order Status.

View Customer Notes

Opens the Customer Notes found on the Notes tab of the customer record.

Tip

title	Quick Tip

The icon will be yellow if a note exists.

View Driver Settlements

Displays the "Driver Settlement" amount for the order.

Email Status

If clicked, the information from the Order Status will be emailed to email in the Email / Fax field when the order is saved and closed.

Email Shipping Label

Info
Requires X Dispatch 21.0 or newer.

Open a form to email the shipping label. See How to Email a Shipping Label from the Order Form.

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Form

Field Name

Description

Customer ID

The customer ID number for the customer associated with the order.

Info
Enter the customer ID number and press the Tab key to load the appropriate default customer information. If you do not know the customer ID number, enter the first few letters of the company name and press the Enter key to open the Find window to search for the customer ID number.

Tip

title	Quick Tips

Click the Cust ID... button to open the customer record.

Contact

The customer contact name.

Tip

title	Quick Tips

Use the dropdown to select a contact from the customer record.
Click the Contact... button to edit the contact information.

Billing Group / Cost

Used for grouping invoices.

Example

If the customer has sub-accounts, the sub-account can either be entered directly or picked from a list. This field can be filled in when the customer has different departments or offices that require a single invoice but need to track the usage and billing by department/office.

Origin

Name

The address name of the origin for the order.

Info

Enter the first few letters of the address name and press the Enter key to search for an address.
If the origin is from the customer associated with the order, press the Insert key to populate the customer's Local Information Address from the customer record. (Note: If the Contact associated with the order has an address, and the "Override" box is checked, the Insert key will populate the contact's address instead.)

The address of the origin.

The button is enabled once the address is chosen from the Name field above.

Tip

title	Quick Tips

Click the Address... button to search for an address.
Click on the address will show the location of the address on a map using your default "Left Click Mapping" option.
Color of address links:
- Blue - Validated
- Red - Unvalidated.

Click to view the route stop created and the route sort rule applied to the order.

Info
In X Dispatch 21.0 or newer, you can see which route sort rule was used when hovering over this icon.

Click to view order, short and damaged parcel information.

Click to view the origin location information.

Phone

Phone number of origin address.

Note
If added or edited in this field it will only be saved on the order and it will not be saved in the address book.

Click the Remarks... button to open a list of global origin remarks to select from that you can add or edit.

Get Directions

Click the "Get Directions" link to open a window with a map and directions from the origin to the destination of the order.

Click the arrow icon to open the Remarks in a separate window for easy editing.

Remarks (textbox)

Comments for the origin.

Displayed in Nextstop on the Stop Info screen, Rapidship Track Order details, and X Internet Track Order. If the stop is consolidated in Nextstop, only the Remarks of the first consolidated will be displayed.

Tip

title	Quick Tip

Entering a URL in this field will display as a clickable link in Nextstop 3.1.1 or newer.

Destination

Name

The address name of the destination for the order.

Info

Enter the first few letters of the address name and press the Enter key to search for an address.
If the destination is to the customer associated with the order, press the Insert key to populate the customer's Local Information Address from the customer record. (Note: If the Contact associated with the order has an address, and the "Override" box is checked, the Insert key will populate the contact's address instead.)

The address of the origin.

The button is enabled once the address is chosen from the Name field above.

Tip

title	Quick Tips

Click the Address... button to search for an address.
Click on the address will show the location of the address on a map using your default "Left Click Mapping" option.
Color of address links:
- Blue - Validated
- Red - Unvalidated.

Click to view order, short and damaged parcel information.

Click to view the destination location information.

Phone

Phone number of origin address.

Click the Remarks... button to open a list of global origin remarks to select from that you can add or edit.

Get Directions

Click the "Get Directions" link to open a window with a map and directions from the destination to the origin of the order.

Click the arrow icon to open the Remarks in a separate window for easy editing.

Remarks (textbox)

Comments for the destination.

Displayed in Nextstop on the Stop Info screen, Rapidship Track Order details, and X Internet Track Order. If the stop is consolidated in Nextstop, only the Remarks of the first consolidated will be displayed.

Tip

title	Quick Tip

Entering a URL in this field will display as a clickable link in Nextstop 3.1.1 or newer.

Email /SMS Text Alerts

Info
"Email/ Fax Alerts" for X Dispatch 20.0 or older

Email address(es) and/or phone number(s) that will automatically receive status update notifications for the order. Separate multiple entries with a semicolon ";".

Tip

title	Quick Tip

POD information will automatically be sent to the address(es) upon delivery.

Placed / At PU / Picked Up / At Del / Delivered / ETA

These checkboxes determine which emails will be sent during the delivery process. If a checkbox is grayed and you are unable to check it, this means that the status event is not set up with a message format in the customer record for the customer on the order.

Placed - A confirmation message the moment the new order is "Saved and Closed".
At PU - A message will be sent when an order is marked with the "At Pickup" time stamp. Requires X Dispatch 21.1.
Picked Up - A confirmation message verifying the pick up has occurred.
At Del - A message will be sent when an order is marked with the "At Destination" time stamp. Requires X Dispatch 21.1.
Delivered - A message containing POD information for the order.
ETA - A message will be sent when an order's ETA is updated with more than a 10 minute change. Requires X Dispatch 21.1.

Tip

title	Quick Tip

If the customer record requires any one or all three of the above boxes, they will automatically be checked and can not be removed.

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Field Name

Description

References

References for the order usually supplied by the customer and will appear on the driver’s device and the customer’s invoice.

You can use the dropdown to select from a list of approved references or manually type one in.

Pickup

From - The time and date the order is ready for pickup. This default value is the current time and date the order is created.
To - The time and date the order must be picked up by. This value is set by your company for dispatching purposes and usually is not changed, but can be changed if there is an actual deadline.

Service Type

The service type for the order. See Service Types (Classic Operations App).

Tip

title	Quick Tip

Having a service type helps filter valid order types for the order.

Order Type

The order type for the order. Only order types that are priced for this customer will appear in the list.

Automatic Time Windows - Checkbox visible when creating a new order. It is checked by default and controls whether or not the Pickup To and Deliver To time and dates are auto-populated and can be edited when creating the order. Unchecking this box will allow the editing of any one or all of these times and dates when creating the order.

Parcel Info

The parcel type that is being picked up. See Parcel Types (Classic Operations App). This list may be limited to the Available Parcel Types selected in the customer record Parcel Types tab if Enable parcel type list in XD is enabled on the customer record.

Pieces - The number of pieces to be picked up.
Weight - The weight of the parcel(s) to be picked up.
- Opens the Dimensional Weight Calculator. See Dimensional Weight Calculator.

Delivery

From - The time and date the parcel cannot be delivered before.
To - The time and date the parcel must be delivered by.

Labels

Info
Requires X Dispatch 20.0 or newer.

Label(s) to be used for reporting purposes. See Labels (Classic Operations App).

Order Comments

General notes about the order.

Tip

title	Quick Tip

You can add Order Comments to a message format by adding the "[SpecialInst]" field to the Message Format. See Message Formats (Classic Operations App).

Not displayed in Nextstop or Rapidship.

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Note
Adding drivers in this tab will not dispatch the order to the driver and the order will show in the dispatch with a driver already assigned.

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Field Name

Description

$

If this dollar symbol image is present, it indicates the driver has been "settled" for the job (meaning, a settlement was run for the driver and this order was included in the paid items). The symbol will show on both the tab, and the field inside the tab.

Driver

Selected driver(s) for the order.

Tip

title	Quick Tip

Drivers are listed by driver ID.

Percent

Info
To view Driver Pay Items you must have the "View Driver Pay Percent" permission, under X Dispatch Functions > Orders, enabled.

The percentage value is used to calculate how much the driver will be paid. This value will default to 100% when a driver is selected.

Tip

title	Quick Tip

If more then 1 driver is selected, you must adjust the percentage for each driver.

Pay Amount

Info
To view Driver Pay Items you must have the "View Driver Pay Amounts" permission, under X Dispatch Functions > Orders, enabled.

The amount the driver will be paid.

Warning
Changing this amount will override all driver pay calculations including the Percent amount.

Settlement Number

The settlement number associated with the driver for an order. See Display Settlements.

Required Input

Add New

Click the button to add a new specific driver prompt for the driver when he/she picks up and/or delivers the order. See Nextstop 3 Required Driver Input.

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Required Input

The prompt to display for the driver.

Response

The driver's response.

Timestamp

The timestamp when the driver responded.

Event

When the prompt will appear.

Pickup
Delivery.

How to Remove a Driver or Delete a Required Input

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Note
The task must be completed to dismiss the pop up.

Image Modified

When the Mark as Completed button is clicked, a date field will appear to enter the time and date that the task was completed.

Tip

title	Quick Tip

The Open Parent button will open the human resource record attached to the task.

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CXTU Courses/Lessons	CSR Role Training: Orders On-Boarding Training: Order Entry & Dispatch Board

Versions Compared

Old Version 26

New Version 27

Key

Form

Example

How to Remove a Driver or Delete a Required Input

Page Comparison

Versions Compared

Old Version 26

New Version 27

Key

Form

Example

How to Remove a Driver or Delete a Required Input