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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 the Operations App and the Client Portal. 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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Weight Required | Make weight on the order form required. | ||
Pieces Required | Make pieces on the order form required. | ||
Service Type Required | Make service type on the order form required. | ||
Require Status Code for TW Change | Make a status code required for a time window change. | ||
Require Parcel Dimensions - Rapidship | Makes parcel dimensions required in the Client Portal. | ||
Update pieces and weight by Parcels | Pieces and weight in the Client Portal can only be updated by adding or removing parcels. | ||
POD Required | Make POD, or proof of delivery, required for the delivery of an order. This is just the text part of the signature. | ||
Signature Required | Make a signature required for the delivery of an order or route stop. | ||
VOPD Required | Make visual proof of delivery required for the delivery of an order. The driver can take a picture with the camera on their device or attach a file or image. | ||
| When checked, the driver is required to take a picture with the camera on their device and cannot attach an image or file as the VPOD. This field is enabled as an option when VOPD Required is checked. | ||
Credit Cards - XD | Visible only when credit card processing is set up. See Setting Up Credit Card Processing. Select credit card payment options for the customer when orders are placed in the Operations App.
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Force Location Scan on Pickup |
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Force Location Scan on Delivery | |||
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. |
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The References list can be pre-populated and modified using the “Add” and “Remove” buttons. When adding references you can choose whether the reference will be assigned to Reference 1, Reference 2, or both.
Field Name | Description |
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Display caption 1 | Controls what the "Reference Caption" will read on the order form. |
Display caption 2 | Controls what the "Reference Caption" will read on the order form in X Internet. |
Reference 1 format | This value will be automatically displayed as placeholder text in the "Reference 1" field, so users know what format to use for their data. |
Reference 2 format | This value will be automatically displayed as placeholder text in the "Reference 2" field, so users know what format to use for their data. |
Warning for invalid reference length | Check this box if you want a warning when the Reference data does not match the Reference format length. |
Accept listed references only ( Ref 1 Only ) | Check this box if you want only the references in the in the list to be accepted on the order form. This will only apply to the "Reference 1" field of the order form. |
Reference 1 Required | Check this box to make the "Reference 1" field on the order form required. |
Reference 2 Required | Check this box to make the "Reference 2" field on the order form required. |
Show reference list during order entry | Check this box to show all the references in the list in a drop-down on the order form. |
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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 (Classic 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 (Classic 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 the Client Portal 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 the Client Portal. | ||
Display Driver Location | Setting for whether or not driver location is displayed for all of the customer's internet users.
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The Required Driver Input allows you to enter prompts for drivers in Nextstop the Driver App when at a stop. See Driver App Required Driver Input for more information.
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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 (Classic 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 will only accept the selected parcel types. | ||||||||||||
Available Parcel Items |
Configure parcel items and parcel type enforcement for drivers to select in Nextstopthe Driver App. See Parcel Items (Classic Operations App). The checkbox must be checked to enable parcel item options in Nextstop the Driver App 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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