Anchor

	top
	top

Table of Contents

exclude	Example

The Orders section displays a list of current orders with basic order information.

title

Tip

Quick Tip

: You can set the maximum number of orders to display in the Misc tab of the Global Options. See Global Options.

Image Modified

To access the Orders section go to On Demand > Orders. Image Removed

...

Field Name	Description
Image Modified	The current status of the order is displayed by the color of the envelope.

Image Removed -

Image Added

Rated and uninvoiced

Image Removed -

Image Added

Invoiced and unpaid

Image Removed -

Image Added

Invoiced and paid short

Image Removed -

Image Added

Invoiced and paid

Image Removed -

Image Added

Unrated and will not be invoiced

Image Removed -

Image Added Canceled
Image Modified	If the order has a dispatch flag set, a red flag icon Image Modified will be displayed. See dispatch flag below.
Customer	The customer's name that the order is for. See Customers - New/Edit Customer.
ID	The order ID.
CSR	How the order was entered and/or who entered it.
Origin	Name of where the order is being picked up from.
Origin Address	Street address of where the order is being picked up from.
Origin City	City of where the order is being picked up from.
Destination	Name of where the order is being delivered to.
Dest Address	Street address of where the order is being delivered to.
Dest City	City of where the order is being delivered to.
Customer ID	Customer ID for the Customer. See Customers - New/Edit Customer.
Order Date	Date and time the order was placed.
Order Type	Order type that is on the order.
Attachments	The number of attachments on the order.

^{Back to top.}

How to Search for an Order

You can find orders by entering the criteria in the Look for field and selecting the column field you would like to Search Under.Image Removed

...

Search by Order Number

If you know the order number you are searching for you can enter it in the search box in the top right.

title

Tip

Quick Tip	: This search bar can be used throughout and not just in the Orders section.

...

^{Back to top.}

How to Add a New Order

Excerpt

Go to On Demand > Orders.
Click the New button, or press the Ctrl + N keys.

Tip

title


Quick Tip

: You can also click the "<Ctrl+N> for New Order" link at the bottom.

Image Modified

Alternate Steps

Click the arrow next to
the
the New
button
button, or
press
press Alt + N
keys
keys.
Select Order, or press the O key.

Image Removed

Image Added

Note
The fields that are required prior to saving an order will be highlighted in yellow.

^{Back to top.}

How to Edit an Order

Go to On Demand > Orders.
Double click on the order you would like to edit.

^{Back to top.}

How to Cancel an Order

Go to On Demand > Orders.
Double click on the order you would like to cancel.
Click the cancel
button Image Removed
button in the top toolbar.

title

Tip

Quick Tip	: To cancel a new order before it has been placed/saved, click the X in the top right to close the form.

^{Back to top.}

...

Field Name

Icon Name

Description

Image Modified

Save and Close

Save the current order and open a new order form.

Image Modified

Save and Keep Open

Save the current order and keep the order form open.

Image Modified

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.

Image Modified

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.

Image Modified

Use Imager to Scan Attachment

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

Image Modified

Insert File

Upload a file as an attachment to the order.

Anchor

	dispatchFlag
	dispatchFlag

Image Modified

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.

Image Modified

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.

Image Modified

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.

Image Modified

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.

Image Modified

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.

Image Modified

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.

Image Modified

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.

Image Modified

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. A pop-up will appear to select which optional fields you would like to add to the cloned order.

Image Modified

Insert Customer Address

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

Image Modified

Rate

Rate the order.

Image Modified

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).

Image Modified

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).

Users with the proper permissions can unlock driver pay when assigning an order from the On-Demand Dispatch board.

Image Modified

Bill Credit Card

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

Image Modified

Recurrence

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

Image Modified

Flip Addresses

Switch the Origin and Destination information.

Image Removed

Image Added

Re-calculate Distance

Recalculates the distance between origin and destination.

Image Modified

View Tracking Status

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

Image Modified

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.

Image Modified

View Driver Settlements

Displays the "Driver Settlement" amount for the order.

Image Modified

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.

Image Removed

Image Added

Email Shipping Label

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

^{Back to top.}

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

Tip: Click the Cust ID...

button

Image Removed to

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

Image Removed to

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.)

Image Modified

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.

Image Modified

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

Image Modified

Click to view order, short and damaged parcel information.

Image Modified

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.

Image Modified

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.

Image Modified

Click the arrow

icon to

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

Remarks (textbox)

Comments for the origin.

Displayed in

Nextstop

the Driver App on the Stop Info screen, the Client Portal Track Order details, and X Internet Track Order. If the stop is consolidated in

Nextstop

the Driver App, 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

the Driver App 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.)

Image Modified

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.

Image Modified

Click to view order, short and damaged parcel information.

Image Modified

Click to view the destination location information.

Phone

Phone number of origin address.

Image Modified

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.

Image Modified

Click the arrow

icon to

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

Remarks (textbox)

Comments for the destination.

Displayed in

Nextstop

the Driver App on the Stop Info screen, the Client Portal Track Order details, and X Internet Track Order. If the stop is consolidated in

Nextstop

the Driver App, 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

the Driver App 3.1.1 or newer.

Email /SMS Text Alerts

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.
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.
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.

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.

^{Back to top.}

General

...

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.

Image Removed

Weight… - 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.

Force Location Scan

Require the driver to scan a location barcode in the Driver App, when completing the order. Selection options include: "None", "Upon Arrival", "Upon Departure", or "Both". See Force Location Scan in the Driver App (Nextstop 3).

Pickup
Delivery

Labels

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

the Driver App or the Client Portal.

^{Back to top.}

Charges

The Charges tab Charges tab shows a summary of all charges applied to an order.Image Removed

...

Field Name

Description

Item

Items being charged on the order.

Note
Every order must have a "Base Rate", even with a Price of $0.00. Without a "Base Rate" the order status of the job is 0 and the job will not be invoiced. A "Base Rate" item will not be created if a base rate cannot be found or calculated by the Operations App.

Quantity

The quantity for the Item listed.

Note
Distance quantity must be updated in the "Override Calculated Distance". See Override Calculated Distance below.

Price

The price of the item. It is automatically be calculated and entered, but can be edited with proper "Order" permissions.

Driver

A specific driver to be paid on the item for multiple driver orders. All the commission on the item will be given to the selected driver, overriding any percentage split that may be applied under the Driver tab.

Comments

Comments or notes for the item.

Rate Explanation

Click to display the Item Rate Details for the item which shows how the item rate was calculated.

Tip

title

Quick Tip

: Users with the "Edit Rates" permission can make edits in the Item Rate Details. See Users (Classic Operations App).

How to Remove an Item

Select the row of the item by clicking on the row, a triangle will appear, then press the Delete key.

...

^{Back to top.}

Drivers

The Drivers tab Drivers tab shows all the drivers assigned to an order and any required inputs.

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.

Image Modifiedx`

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 Driver App Required Driver Input.

Insert excerpt

	Driver App Required Driver Input
	Driver App Required Driver Input
nopanel	true

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

Select the row of the driver or required input by clicking on the row, a triangle will appear, then press the Delete key.

...

^{Back to top.}

Notes

The Notes tab Notes tab can be used to add notes for the order. See Notes. Image Removed

...

Field Name

Description

Type

The type of note. Default note types include:

Bill Note
Email Note
Phone Note

See Note Types (Classic Operations App).

Email

If checked, the note will be emailed to the email address in the Email field on the order form when using [OrderNotes] in a message format associated with the customer. See Message Formats (Classic Operations App) and Customers - New/Edit Customer.

Note

The note. Click here to add or edit the note.

How to Remove a Note

Select the row of the note by clicking on the row, a triangle will appear, then press the Delete key.

...

^{Back to top.}

User Fields

...

The User Fields tab Fields tab allows you to customize up to 12 userto 12 user-defined fields to be able to track specific data and use for custom reporting. See How to Set Up User Definable Fields for Orders.

^{Back to top.}

Parcels

The Parcels tab Parcels tab is used for listing and tracking individual parcels on the order.

...

Field Name	Description
Parcel ID	The automatically generated unique identifier of the parcel.
Parcel Type	The type of parcel. To edit parcel types available see Parcel Types (Classic Operations App).
Refrigeration Type	The refrigeration type selected: Frozen Refrigerated Room Temperature See set up requirements for Parcel Refrigeration Types.
Dims	Click to open the Dimensional Weight Calculator to enter the dimensions of the parcel and calculate the Dimensional Weight of the parcel. See Dimensional Weight Calculator.
Audit	Click to view the audit trail for the parcel.
Parcel Items	Click to view the parcel items and quantities associated with the parcel types.

Image Removed

Image Added
Units in Container	The number of units in the container.
Parcel Weight	The total weight of the parcel.
Reference	Barcode for the parcel.
Comment	Comments that relate to the parcel.
CustomerParcelID	Used when the customer has their own unique parcel ID for the parcel.
CustomerMasterParcelID	Used when the customer has their own master parcel ID for the parcel.
CustomerReference1	Customer reference information for the parcel.
CustomerReference2	Customer reference information for the parcel.
ConsolidationBarcode	Master barcode associated with the parcel
UpdatedWhen	When the parcel was last updated.
UpdatedBy	Who updated the parcel last.
CreatedWhen	When the parcel was created.
CreatedBy	Who created the parcel.
MiscData	Click to view X Stream Imported Parcel Data.

Order BOL	The bill of lading for the order. This can be used for grouping/filtering in the Driver App.
Master BOL	The master bill of lading for the order. This can be used for grouping/filtering in the Driver App.
Pickup OS&D	Click on the red info button Image Modified

to

to view the over, short and damaged parcels.

Delivery OS&D

Received OS&D

How to Remove a Parcel

Select the row of the parcel by clicking on the row, a triangle will appear, then press the Delete key.

...

^{Back to top.}

Attachments

...

The Attachments tab displays all files attached to the order. To add a new attachment click the insert file icon Image Modified in the toolbar o right click and select Insert File or Create Text File. Double click to open the attachment or select the attachment then right-click and select Open... The right-click menu also allows you to delete, save the attachment to your computer, and edit the Description.

^{Back to top.}

Flight

The Flight tab Flight tab allows you to enter flight information associated with the order.

...

Field Name	Description
Departure Airport	The airport code of the airport the flight is departing from.
Departure Carrier	The name of the airline of the departure flight.
Departure Flight	The flight number of the departing flight.
Departure Time	The time of the departing flight.
Departure Type	The type/model of the departing flight airplane.
Departure Distance from Origin	The distance from the "Origin Address" of the order to the airport.
Arrival Airport	The airport code of the airport the flight is arriving at.
Arrival Carrier	The name of the airline of the arrival flight.
Arrival Flight	The flight number of the arrival flight.
Arrival Time	The time of the arrival flight.
Arrival Type	The type/model of the arrival flight airplane.
Arrival Distance to Destination	The distance from the airport to the "Destination Address" of the order.
Airbill Number	The Airbill Number for the charges of the flight.
Carrier Charges	The total charges for the flight.
Comments	Comments related to flight information. Clicking on the arrow icon Image Modified

will

will open the comments in a separate window for easy editing.

^{Back to top.}

Tasks

...

Tasks are listed in the Tasks tab. The DueDate of overdue tasks will be highlighted red and completed tasks will be highlighted in green. You can add, edit and delete tasks by right-clicking in the Tasks section.

Tip
title	Quick Tip	: When selecting to Edit or Delete a task, make sure to select the task first and it is highlighted in blue.

...

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

...

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.

^{Back to top.}

Status Codes

The Status Codes tab allows you to enter or view status information regarding an order.Image Removed

...

Field Name	Description
Created	Date and time the status code was added to the order. Localized time based on the origin address.
Status Code	The status entered for an order. This list is populated from the Status Codes section. See Status Codes (Classic Operations App).
Comment	Comment related to the status code for the order.

Removing a Status Code

Select the row of the status code by clicking on the row, a triangle will appear, then press the Delete key.

...

^{Back to top.}

Order Status Bar

The order status bar is order status bar is at the bottom of the order screen and contains useful information.Image Removed

...

Anchor
OverrideCalculatedDistance
OverrideCalculatedDistance
Override Calculated Distance

Double-click the click the Distance on the order status bar to bar to open the Override Calculated Distance windowDistance window. Fill in the desired distance and click OK to override to override the Original Calculated Distance.Image Removed

...

Example

The calculated distance is 0.4 miles but you want to charge a minimum of 5 miles.

^{Back to top.}

Page Properties

hidden	true

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

Versions Compared

Old Version 35

New Version 36

Key

How to Search for an Order

Search by Order Number

How to Add a New Order

Alternate Steps

How to Edit an Order

How to Cancel an Order

Form

Example

General

Charges

How to Remove an Item

Drivers

How to Remove a Driver or Delete a Required Input

Notes

How to Remove a Note

User Fields

Parcels

How to Remove a Parcel

Attachments

Flight

Tasks

Status Codes

Removing a Status Code

Order Status Bar

Anchor
OverrideCalculatedDistance
OverrideCalculatedDistance
Override Calculated Distance

Example

Page Comparison

Versions Compared

Old Version 35

New Version 36

Key

How to Search for an Order

Search by Order Number

How to Add a New Order

Alternate Steps

How to Edit an Order

How to Cancel an Order

Toolbar

Form

Example

General

Charges

How to Remove an Item

Drivers

How to Remove a Driver or Delete a Required Input

Notes

How to Remove a Note

User Fields

Parcels

How to Remove a Parcel

Attachments

Flight

Tasks

Status Codes

Removing a Status Code

Order Status Bar

AnchorOverrideCalculatedDistanceOverrideCalculatedDistanceOverride Calculated Distance

Example

Anchor
OverrideCalculatedDistance
OverrideCalculatedDistance
Override Calculated Distance