Service types are used to group or filter order types available for an order during order entry. Service types are often used to represent geographic regions (for example: "Downtown", "East Valley", or "Mid-Town"), work types (for example: "Distribution", "Medical", or "Rush"), and vehicle types (for example: "Car", "Minivan", or "Truck").

Service types are set up in Maintenance > Service Types.

Image RemovedImage Added 

^{Back to top.}

How to Customize Grid Layout

You can customize which columns you would like to view and arrange the order by clicking the Edit Grid Layout icon Image Added.

Image Added

^{Back to top.}

How to Add a Service Types

1. Go to Maintenance > Service Types.
2. Enter a Service Type ID.
3. Enter a DescriptionClick the Image Added button.
4. Fill in the service type information.
5. Click the the Image Added button to save icon. 

Image RemovedImage Added

^{Back to top.}

How to Edit a Service Type

...

1. Go to Maintenance > Service Types.

2. Click

   the Service Type you

   the service type you would like to edit or right-click the row and select Edit. 

   Info
   The right-click menu option Open in New Window will open the edit form in a window that can be moved around.

   
   

3. Click

   the save icon after edit is complete

   the Image Added button to save changes.

^{Back to top.}

How to Delete a Service Type

...

1. Go to Maintenance > Service Types. 
2. Click on the box to the left of the Service Type ID

   Double click the service type you would like to delete. 

   Tip
   title Quick Tip
   Use the right click menu Select option to select multiple service types to delete.

   
   

3. Click

   the delete icon.

...

1. the Image Added button to delete the service type.

^{Back to top.}

Service Types in X Dispatch

...

You can set a Default Service Type and/or make a Service Type Required in the customer record. See Customers - New/Edit Customer. 

Internet User

You can set a Default Service Type in the internet user record. See Internet Users - New / Edit Internet User. 

Order Types

There is a Service Type Filters tab in the order type form to allow which service types are available for the order type. See Order Types - New / Edit Order Type.

...

When creating or editing an order you can select a Service Type. This creates a way to filter the available order types, and only order types associated to the selected service type will be listed in the order type pull-down list. See X Dispatch - Orders - New / Edit Order.

^{Back to top.}

Service Types in RapidshipRapidship 

An internet user can select the Service Type when placing an order. This creates a way to filter the order types, and only order types associated to the selected service type will be listed in the order type pull-down list.  See Place Order. 

^{Back to top.}

User Permissions for Service Types

...

Follow the steps above to uncheck the boxes.

^{Back to top.}