Field Name | Description |
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ID | ID, or unique numerical value of order type. Not editable once created. |
Description | Brief description of order type. |
Business Line | Type of delivery service being performed, which affects automatic time calculation for "Pickup within/Ready By" and "Delivery within/Deliver By". On Demand - Provide Pickup within and Delivery within time windows. Scheduled - Provide Ready By and Deliver By times as well as an additional checkbox to set a Pickup Within parameter. Distribution - Provides Ready By and Delivery By times as well as an additional checkbox to set a Pickup Within parameter. Freight - Removes any time and delivery expectations from the order type. Line Haul - Removes any time and delivery expectations from the order type. Air - Removes any time and delivery expectations from the order type.
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GL Account | Corresponds with General Ledger code in QuickBooks. See GL Accounts. |
Driver Split | Used for driver pay calculation. Used to set up order types that pay the driver more, less, or not at all. This works in addition to the driver pay percentage(s) set in the Human Resource record. See Human Resources for more information. |
Sort Order | Manual override of displayed order type sequence. |
Tax Exempt | If checked, removes applicable sales tax from order. |
Require Delivery Before Invoicing | If checked, an order must be marked as delivered before it can be invoiced |
Automatically Confirm Order | Automatically confirms order without having to select order as confirmed in the Driver App or Operations App. |
Require verification before | Check the box to require verification on an order before the selected action. Invoicing Settlements Invoices and Settlements
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Auto assign pickup to route by rule: | Automatically places applicable on demand orders onto a route via route sort rules based upon pickup location. See Route Sort Rules. |
Auto assign delivery to route by rule: | Automatically places applicable on demand orders onto a route via route sort rules based upon delivery location. See Route Sort Rules. |
Address Restriction: | Displays warning if an address other than customer's address is chosen for origin or destination. No Address Restriction Origin Address Destination Address
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Only the "Address" field is used for this check. |
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Pickup within | Visible when "On Demand" is the selected Business line. Amount of time from when an order is placed that is given to pick it up before it is considered late. |
Delivery within | Visible when "On Demand" is the selected Business line. Amount of time from when an order is placed that is given to deliver it before it is considered late. |
Ready by | Visible/Enabled when "Scheduled" or "Distribution" is the selected Business line. The time of day an order must be placed by. Works in conjunction with the Deliver field below. |
Deliver by | Visible/Enabled when "Scheduled" or "Distribution" is the selected Business line. The time of day the order must be delivered by. |
Pickup within (Checkbox) | Visible when "Scheduled" or "Distribution" is the selected Business line. If checked, the amount of time entered here is added to the Pickup From time, and will display in the Pickup To field on an order. |
Deliver | Enabled when "On Demand", "Scheduled", or "Distribution" is the selected Business line. Uses hours of operations to determine if order type is available when the order is placed and determines the estimated delivery time. | Info |
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To restrict order types by each day (i.e. “Today No Rollover”), the order type should be set up with 00:00 to 23:59 time windows. |
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| title | Click here to see Today No Rollover examples... |
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| The following examples are based on Hours of Operation set from 6am to 6pm Monday through Friday and the "Today No Rollover" set for Deliver. On Demand ExampleThe Pickup To, Deliver To, Pickup Within, and Deliver Within times will be set to today with hours of operation. If an order with a 2 hour Pickup Within, a 4 hour Deliver Within is placed at 2pm, you will not be able to place an order with the selected order type. You would need to change the Pickup From date and time to the following business day to place the order. Scheduled and Distribution Examples without Pickup WithinIf an order is scheduled for 9am with a Ready By time of 10am and Deliver By time of 4pm, the Pickup To and Deliver To times will be set to the today at 4pm. The Pickup/Deliver From times would remain 9am on the day the order was placed. If an order is scheduled after 10am with a Ready By time of 10am and Deliver By time of 4pm, you will not need to place an order with the order type unless you change the date to tomorrow, or the next work day, before 10am. Scheduled and Distribution Example with Pickup WithinIf an order is scheduled at 9am with a Ready By time of 10am, a Deliver By time of 4pm, and the Pickup Within option is set to 30 minutes, the Pickup To time is set to 9:30am to account for the 30 minute pickup within window. The Deliver To time be set to 4pm the following day. Note that if the Pickup Within time was set to 1 hour and 30 minutes, a time that would exceed the original Ready By Time, you would need to change the time or date to the following business day to place the order. |
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| title | Click here to see Today With Rollover examples... |
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| The following examples are based on Hours of Operation set from 6am to 6pm Monday through Friday and the "Today With Rollover" set for Deliver. On Demand ExampleThe Pickup To, Deliver To, Pickup Within, and Deliver Within times will be set to the today with hours of operation. If an order with a 2 hour Pickup Within, a 4 hour Deliver Within is placed at 2:30pm, the Pickup To time is set to the today at 4:30pm and the Deliver To time is set to the following day at 6:30am. The Pickup/Deliver From times would remain 2:30pm on the day the order was placed. Scheduled and Distribution Examples without Pickup WithinIf an order is scheduled for 9am with a Ready By time of 10am and Deliver By time of 4pm, the Pickup To and Deliver To times will be set to the today at 4pm. The Pickup/Deliver From times would remain 9am on the day the order was placed. If an order is scheduled after 10am with a Ready By time of 10am and Deliver By time of 4pm, the Pickup To and Deliver To times are pushed one day, unless the day falls on a day outside your hours of operation. Therefore an order scheduled at 10:01am Monday it would set both Pickup/Deliver To times for Tueesday at 4pm. An order scheduled Tuesday for 10:01am would set both Pickup/Deliver To times to Wednesday at 4pm. An order scheduled for Friday at 10:01am set both Pickup/Deliver To times to Monday at 4pm. Scheduled and Distribution Example with Pickup WithinIf an order is scheduled at 9am with a Ready By time of 10am, a Deliver By time of 4pm, and the Pickup Within option is set to 30 minutes, the Pickup To time is set to 9:30am to account for the 30 minute pickup within window. The Deliver To time be set to 4pm today. Note that if the Pickup Within time was set to 1 hour and 30 minutes, a time that would exceed the original Ready By Time, the Pickup To time would be set to 10:30am the following day, and the Deliver To Time would be set to 4pm. The Pickup/Deliver From Times would remain the time designated on the order which was 9am. |
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| title | Click here to see Next Day examples... |
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| The following examples are based on Hours of Operation set from 6am to 6pm Monday through Friday and the "Next Day" set for Deliver. On Demand ExampleThe Pickup To, Deliver To, Pickup Within, and Deliver Within times will be set to the next day with hours of operation. If an order with a 2 hour Pickup Within, a 4 hour Deliver Within is placed at 2pm, the Pickup To time is set to the following day at 4pm and the Deliver To time is set to the following day at 6pm. The Pickup/Deliver From times would remain 2pm on the day the order was placed. Scheduled and Distribution Examples without Pickup WithinIf an order is scheduled for 9am with a Ready By time of 10am and Deliver By time of 4pm, the Pickup To and Deliver To times will be set to the following day at 4pm. The Pickup/Deliver From times would remain 9am on the day the order was placed. If an order is scheduled after 10am with a Ready By time of 10am and Deliver By time of 4pm, the Pickup To and Deliver To times are pushed two days, unless the day falls on a day outside your hours of operation. Therefore an order scheduled at 10:01am Monday it would set both Pickup/Deliver To times for Wednesday at 4pm. An order scheduled Tuesday for 10:01am would set both Pickup/Deliver To times to Thursday at 4pm. An order scheduled for Thursday or Friday at 10:01am set both Pickup/Deliver To times to Monday at 4pm. Scheduled and Distribution Example with Pickup WithinIf an order is scheduled at 9am with a Ready By time of 10am, a Deliver By time of 4pm, and the Pickup Within option is set to 30 minutes, the Pickup To time is set to 9:30am to account for the 30 minute pickup within window. The Deliver To time be set to 4pm the following day. Note that if the Pickup Within time was set to 1 hour and 30 minutes, a time that would exceed the original Ready By Time, the Pickup To time would be set to 10:30am the following day, and the Deliver To Time would be set to 4pm. The Pickup/Deliver From Times would remain the time designated on the order which was 9am. |
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| title | Click here to see Next Weekday examples... |
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| The following examples are based on Hours of Operation set from 6am to 6pm Monday through Friday and the "Next Weekday" set for Deliver. On Demand ExampleThe Pickup To, Deliver To, Pickup Within, and Deliver Within times will be set to the next weekday with hours of operation. If an order with a 2 hour Pickup Within, a 4 hour Deliver Within is placed at 2pm, the Pickup To time is set to the following weekday at 4pm and the Deliver To time is set to the following weekday at 6pm. The Pickup/Deliver From times would remain 2pm on the day the order was placed. Scheduled and Distribution Examples without Pickup WithinIf an order is scheduled for 9am with a Ready By time of 10am and Deliver By time of 4pm, the Pickup To and Deliver To times will be set to the following weekday at 4pm. The Pickup/Deliver From times would remain 9am on the weekday the order was placed. If an order is scheduled after 10am with a Ready By time of 10am and Deliver By time of 4pm, the Pickup To and Deliver To times are pushed two days, unless the day falls on a day outside your hours of operation. Therefore an order scheduled at 10:01am Monday it would set both Pickup/Deliver To times for Wednesday at 4pm. An order scheduled Tuesday for 10:01am would set both Pickup/Deliver To times to Thursday at 4pm. An order scheduled for Thursday or Friday at 10:01am set both Pickup/Deliver To times to Monday at 4pm. Scheduled and Distribution Example with Pickup WithinIf an order is scheduled at 9am with a Ready By time of 10am, a Deliver By time of 4pm, and the Pickup Within option is set to 30 minutes, the Pickup To time is set to 9:30am to account for the 30 minute pickup within window. The Deliver To time be set to 4pm the following weekday. Note that if the Pickup Within time was set to 1 hour and 30 minutes, a time that would exceed the original Ready By Time, the Pickup To time would be set to 10:30am the following weekday, and the Deliver To Time would be set to 4pm. The Pickup/Deliver From Times would remain the time designated on the order which was 9am. |
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| title | Click here to see Two Weekdays examples... |
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| The following examples are based on Hours of Operation set from 6am to 6pm Monday through Friday and the "Two Weekdays" set for Deliver. On Demand ExampleThe Pickup To, Deliver To, Pickup Within, and Deliver Within times will be set to the next day with hours of operation. If an order with a 2 hour Pickup Within, a 4 hour Deliver Within is placed at 2pm, the Pickup To time is set to 4pm two weekdays from now and the Deliver To time is set to 6pm two weekdays from now . The Pickup/Deliver From times would remain 2pm on the day the order was placed. Scheduled and Distribution Examples without Pickup WithinIf an order is scheduled for 9am with a Ready By time of 10am and Deliver By time of 4pm, the Pickup To and Deliver To times will be set to 4pm two weedays from now . The Pickup/Deliver From times would remain 9am on the day the order was placed. If an order is scheduled after 10am with a Ready By time of 10am and Deliver By time of 4pm, the Pickup To and Deliver To times are pushed three weekdays, unless the day falls on a day outside your hours of operation. Therefore an order scheduled at 10:01am Monday it would set both Pickup/Deliver To times for Thursday at 4pm. An order scheduled Tuesday for 10:01am would set both Pickup/Deliver To times to Friday at 4pm. An order scheduled for Thursday at 10:01am set both Pickup/Deliver To times to the following Tuesday at 4pm. Scheduled and Distribution Example with Pickup WithinIf an order is scheduled at 9am with a Ready By time of 10am, a Deliver By time of 4pm, and the Pickup Within option is set to 30 minutes, the Pickup To time is set to 9:30am to account for the 30 minute pickup within window. The Deliver To time be set to 4pm two weekdays later. Note that if the Pickup Within time was set to 1 hour and 30 minutes, a time that would exceed the original Ready By Time, the Pickup To time would be set to 10:30am in two weekdays, and the Deliver To Time would be set to 4pm. The Pickup/Deliver From Times would remain the time designated on the order which was 9am. |
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| title | Click here to see Three Weekdays examples... |
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| The following examples are based on Hours of Operation set from 6am to 6pm Monday through Friday and the "Three Weekdays" set for Deliver. On Demand ExampleThe Pickup To, Deliver To, Pickup Within, and Deliver Within times will be set to the next day with hours of operation. If an order with a 2 hour Pickup Within, a 4 hour Deliver Within is placed at 2pm, the Pickup To time is set to 4pm three weekdays from now and the Deliver To time is set to 6pm three weekdays from now . The Pickup/Deliver From times would remain 2pm on the day the order was placed. Scheduled and Distribution Examples without Pickup WithinIf an order is scheduled for 9am with a Ready By time of 10am and Deliver By time of 4pm, the Pickup To and Deliver To times will be set to 4pm three weekdays from now . The Pickup/Deliver From times would remain 9am on the day the order was placed. If an order is scheduled after 10am with a Ready By time of 10am and Deliver By time of 4pm, the Pickup To and Deliver To times are pushed four weekdays, unless the day falls on a day outside your hours of operation. Therefore an order scheduled at 10:01am Monday it would set both Pickup/Deliver To times for Friday at 4pm. An order scheduled Tuesday for 10:01am would set both Pickup/Deliver To times to the following Monday at 4pm. An order scheduled for Thursday at 10:01am set both Pickup/Deliver To times to the following Wednesday at 4pm. Scheduled and Distribution Example with Pickup WithinIf an order is scheduled at 9am with a Ready By time of 10am, a Deliver By time of 4pm, and the Pickup Within option is set to 30 minutes, the Pickup To time is set to 9:30am to account for the 30 minute pickup within window. The Deliver To time be set to 4pm three weekdays later. Note that if the Pickup Within time was set to 1 hour and 30 minutes, a time that would exceed the original Ready By Time, the Pickup To time would be set to 10:30am in three weekdays, and the Deliver To Time would be set to 4pm. The Pickup/Deliver From Times would remain the time designated on the order which was 9am. |
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Print | If checked, automatically prints dispatch ticket. See Dispatch Ticket. |
Allow Email POP and POD to customer | If checked, sends the customer an email when the order is picked up or delivered. |
Use deadline for return/continuation order ready time | If checked, return and continuation orders will use the delivery time from the original order as the ready time on the new order. | Note |
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Internet users must have the Show Deliver By time enabled on their internet user record to see this delivery time in the Client Portal. |
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Ignore time windows when using Web Service | If checked, ignores Order Type time windows for X Remote or any other automated orders placed via an ASN manifest. It does not affect the Client Portal orders. |
Ignore time windows when using Web Service | If checked, the hours of operation and holiday schedules will be ignored for integration work associated with this order type when coming in through the web service. If unchecked, hours of operation and holiday schedules will be enforced. |
Update Time Windows | Specify if changing to this order type when editing an already placed order should recalculate time windows. No - Never recalculate automatically. Yes - Always recalculate automatically. Prompt - Prompt the user before recalculating.
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Send to dispatch | If checked, orders with this order type will automatically be sent to the dispatch board, and orders using sort rules will display as on demand orders in the Driver App. If unchecked, orders with this order type will not be sent to the dispatch board, and orders using sort rules will display as route stops in the Driver App. |
| The time before pickup that a future order becomes an active order and is displayed on the active dispatch board. The default is 00 which means orders will only show on the Dispatch Board at the begining of their pickup window. | Note |
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Orders outside the "active" order time frame are displayed as "future orders" and can be viewed by right-clicking the on demand dispatch board and selecting "Toggle current/future orders". |
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| Amount of time before "Pickup within" deadline that an order is displayed as yellow on dispatch board. |
| Amount of time before "Delivery within" deadline, that an order is displayed as yellow on dispatch board. |
Send order dispatch message to the driver. | Allows drivers or dispatchers to receive supplemental email notifications upon dispatch of a new order (in addition to the driver being notified within CXT Driver) based on the order type being used and its “Send to driver” selection of Never, Always, or Prompt dispatcher. The email will be sent to either the driver record’s Primary or Secondary email based on what is globally set to be currently active or the default dispatch email set within Global Options depending on what setting selection is made on the order type. This setting will not replace the driver being automatically notified of new work assignments within CXT Driver. This setting only determines if a supplemental email notification will also be sent to the driver or dispatcher This feature was originally used for alerting X Mobile users that they have been dispatched a new job, but the functionality also works with valid email addresses. |
| When to displays the  warning icon on the dispatch board if a recurring order that has a driver pre-assigned before posting is not marked as "Confirmed". Never - No warning is displayed. This is the default for all order types. After 5 Minutes - Displays the warning icon 5 minutes after the recurring order is posted. After Pickup Warning Time - The warning icon will be displayed after the Pickup warning time.
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Prevent order type when distance is greater than | If checked, prevents order type from being used if the distance from pickup address to delivery address is greater than this value. |
Measurements | |
Adjust Delivery deadline by | Visible when "On Demand" is the selected Business line and enabled when Deliver is set to "Today with No Rollover" or "Today with Rollover". Adjusts automatic calculation for the delivery deadline when an order exceeds a certain number of miles to create more realistic delivery times. |
Adjust Pickup deadline by | Visible when "On Demand" is the selected Business line and enabled when Deliver is set to "Today with No Rollover" or "Today with Rollover". Adjusts automatic calculation for pickup deadline when an order exceeds a certain number of miles to create more realistic pickup times. |