Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Anchor
top
top

Info

Operations App is continuously updating and page layouts may differ. See here for other versions.

Table of Contents

Addresses used in X Dispatch the Operations App go through an address validation process. Using validated addresses guarantees the address is real and prevents potential delivery issues. Different third-party validation services are available, some at an additional monthly charge. Please contact your CXT Software Account Manager for more details. 

Addresses can be global or customer specific. For Inet Addresses, which are created and maintained on the internet user records, see Internet User (Address Book).

Back to top.

How to Add and Validate a New Address

  1. Go to Maintenance > Addresses and click the New button in the toolbar. 

    Div

    Alternate Steps

    Click the arrow next to the New button, or press Alt + N keys and select Address.

    Image Modified

  2. Enter the address information. Required information to validate an address is:
    1. Address

      InfoThe Address field is the street address in "US Postal Code" format.  This includes numeric address, street name, and proper prefixes (N, S, E, W, etc), suffixes (Place, Pl, Road, Rd, Lane, Ln), and abbreviations when used.  If a suite or room number is included in this field, the validation process will move it to the Suite/Room/Apartment field.
    2. City
    3. State/Zip/+
  3. Enter a Customer ID for the address to be customer specific. The default is set to 0, meaning all customers can use the address. See Global Address vs Customer Specific Address for more information.

  4. Automatically or manually validate the address: 
    • Click the Process Address button to automatically validate an address. 

    • Check the Validated checkbox to manually validate an address.

Back to top.

How to Edit an Address

  1. Go to Maintenance > Addresses.
  2. Double-click the address you would like to edit. 

Back to top.

How to Delete an Address

  1. Go to Maintenance Addresses
  2. Click the address you would like to delete. 

  3. Click the delete icon  in the toolbar.

Back to top.

Address Form

General

The General tab of the address form contains the address, phone, and default order information.

...

The Location Barcode tab of the address form is visible once the address is saved. It displays the generated location barcode label which can be copied to the clipboard and pasted into a document for printing. 

...

 Location barcodes are customer specific. 

Note

The address must be processed right before generating the location barcode.  If the address was already validated, it must be processed again to generate the barcode.

Back to top.

Orange and Red Fields After Validation

...

Example: The original city entered did not match so the corrected change is highlighted red.

Back to top.

Anchor
globalVcustomer
globalVcustomer
Global Address vs Customer Specific Address

A global address is available when placing orders for any customer in X Dispatchthe Operations App.  A customer specific address is available to only that specific customer ID during order placement inside X Dispatchthe Operations App.

Note

"Allow Customer Address Points" in the Orders tab of the customer record must be checked to view customer specific addresses. See Customers - New/Edit Customer for more information.

Example

Customer 1 has a customer specific address for the Phoenix Zoo. 

...

However, if the Phoenix Art Museum is set up as a global address, where the Customer ID is set to 0, then both Customer 1 and Customer 1106 can see the Phoenix Art Museum address.

Back to top.

Page Properties
hiddentrue


CXTU Courses/Lessons
  • CSR Role Training: Addresses