Base

Enter the number of the base chart you would like to assign the customer.

Rate Adjustment %

This is a discount or increase of the base chart. Enter a positive number for an increase, or a negative number for a discount. 

Example: Enter "- 20" for a 20% discount off the rate chart assigned.

Apply to base rate only

When enabled, the Rate Adjustment % to only apply to the base rate. 

When disabled, the Rate Adjustment % will be applied to base and item rates only. Surcharges are not included in the rate adjustment.

Order Type Overrides

Click the button to override order type settings on a customer by customer basis. You can override time parameters by extending time frames on order types, give discounts or increases for a certain time, and change the distance factor calculation.

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Driver Override %

Enter the total driver pay percent for on demand work. This will override the driver pay percent in the driver's HR record. 

Exclude from sales reports ( House Account )

Check the box if you would like the revenue from this customer not appear in the generated reports. This is useful in situations where a customer account is set up to charge back your company for various deliveries, House Accounts. 

Tax Exempt

Check the box to exclude the customer from sales tax.

Require verification before

Check the box to require verification on an order before the selected action.

• Invoicing

• Settlements

• Invoices and Settlements

Print invoice detail format

Check the box to print invoices according to the format selected. Three different formats are provided by default:

• Standard Invoice

• Reference Sort

• Billing Group Sort

You can set up additional formats.

Email invoice detail format

Check the box to email invoices to the email in the “Billing Contact” section and select a format.

• Data Spreadsheet – Sends an Excel spreadsheet.

• Use Print Format – Sends a PDF file of the format selected in the “Print invoice detail format” field.

Account Status

Select from the following:

• Active – Allows orders to be placed on the customer's account and the customer has placed at least one order. This is the status of most customers.

• Inactive – Similar to deleting a customer, but this allows you to change the customer's status back to active. Customers cannot be deleted if orders have been placed on their account.

  In the inactive status, orders cannot be placed on the customer's account. The following symbol  is placed in the first column next to the customer when in the "Customer Mode".  

• Past Due – Allows the CSR to still take an order, but a warning window alerting of the "Past Due" status will be displayed. The following symbol is placed in the first column next to the customer when in the "Customer Mode".

  

• Credit Hold – The customer cannot place orders and the CSR will see a message of the customer's status. The following symbol is placed in the first column next to the customer when in the "Customer Mode".

  

• Blacklisted – Identifies that the customer is never to place an order again. The following symbol is placed in the first column next to the customer when in the "Customer Mode".

  

• Prospect – The customer has not placed any orders yet. The customer will become "Active" the first time they place an order. The following symbol is placed in the first column next to the customer when in the "Customer Mode".

  

Billing Cycle

Select how often the customer will be invoiced. You can add more billing cycle options. See How to Invoice a Customer Outside of the Normal Billing Cycle.

Create a separate invoice for each order

Check the box to bill and invoice each order placed by the customer separately. The invoice number will be the same as the order ID.

Invoice due in [ _ ] days

Enter a number. This number can be used on invoices and can be imported into your accounting package.

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.

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.

Email

Internet user's email address.

Phone

Internet user's phone number.

Hide Rates

Whether or not rates are hidden for the internet user.

• Yes - Internet user option "Show Rates" is disabled.

• No - Internet user option "Show Rates" is enabled.

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. 

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.

• After Dispatch - Display the driver's pin location when the internet user clicks the Show Driver Location button on the order after it has been dispatched to the driver 

• En Route Only -  Display the driver's pin location only if the driver is en route to the location of the destination address, or if the order has been marked as the "Next stop" by the driver in the Driver App. This will also allow the internet user to see the "# of stops away" count on the Track Order Detail card. 

• Use Global - This is the default setting and will use the Display Driver Location selection in the Global Options Internet Options tab.

• Disabled - The Show Driver Location button will not be visible in the Client Portal unless the internet user's option Display Driver Location is set to "After Dispatch" or "En Route Only".