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| Table of Contents |
|---|
The Recurring Orders section is The Recurring Orders section is very similar to the Orders section, but displays orders that will be posted automatically on a recurring schedule. Based on the recurring schedule, new orders are created when recurring orders are posted automatically or manually. See Post Recurring Orders or Routes and How to post Routes and Recurring Orders automatically.
To access the Orders section go to On Demand > Recurring Orders.
Field Name | Description |
|---|---|
 | The current status of the recurring order is displayed by the color of the envelope.  |
- Rated and uninvoiced
|
- Unrated and will not be invoiced |
-
Canceled | |
 | If the recurring order has a dispatch flag set, a red flag icon |
Customer | The customer's name that the recurring order is for. See Customers - New/Edit Customer. |
ID | The recurring order ID. |
CSR | How the recurring order was entered and/or who entered it. |
Origin | Name of where the recurring order is being picked up from. |
Origin Address | Street address of where the recurring order is being picked up from. |
Origin City | City of where the recurring order is being picked up from. |
Destination | Name of where the recurring order is being delivered to. |
Dest Address | Street address of where the recurring order is being delivered to. |
Dest City | City of where the recurring order is being delivered to. |
Customer ID | Customer ID for the Customer. See Customers - New/Edit Customer. |
Order Date | Date and time the recurring order was placed. |
Order Type | Order type that is on the recurring order. |
Attachments | The number of attachments on the recurring order. |
How to Search for a Recurring 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.
...
Search by Recurring Order Number
If you know the recurring order number you are searching for you can enter it in the search box in the top right.
| Tip | ||
|---|---|---|
| title | Quick Tip | : This search bar can be used throughout the Operations App and not just in the Recurring Orders section. |
How to Add a New Recurring Order
Go to On Demand > Recurring Orders.
Click the New
buttonbutton.
Alternate Steps
Click the arrow next to
thethe New
buttonbutton, or
presspress Alt + N
keyskeys.
Select
Recurring OrderRecurring Order, or press the E key.
...
How to Edit a Recurring Order
Go to On Demand
> Recurring Orders> Recurring Orders.
Double click on the recurring order you would like to edit.
How to Delete/Cancel a Recurring Order
Go to On Demand
> Recurring Orders> Recurring Orders.
Double click on the recurring order you would like to cancel.
Click the cancel button
in
in the top toolbar.
| Tip | |
|---|---|
Quick Tip | : To cancel a new recurring order before it has been saved, click the X in the top right to close the form. |
Toolbar
...
Field Name | Icon Name | Description | |
|---|---|---|---|
 | Save and Close | Save the current recurring order and open a new recurring order form. | |
 | Save and Keep Open | Save the current recurring order and keep the recurring order form open. | |
 | Reprint Dispatch Ticket | Print the recurring 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 recurring order. | |
 | Print Shipping Label | Print a shipping label for the recurring order that can be added to the package. Disabled when creating a new recurring order.
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|
| |||
 | Use Imager to Scan Attachment | Scan a document using a scanner connected to your computer and add it as an attachment to the recurring order. | |
 | Insert File | Upload a file as an attachment to the recurring order. | |
 | Set Dispatch Flag | Flag either the Origin Remarks, Destination Remarks, Order Comments or all 3 of these fields for the recurring order. The fields marked as flagged will be highlighted in red. | |
| Cancel | Cancel the recurring order. This will stop new orders from being created when recurring orders are posted. It will not cancel orders that have already been created and posted.
|
|
Disabled when creating a new recurring order. | |||
 | Restore | Restore the canceled recurring order. This will create new orders based on the recurrence schedule when recurring orders are posted.
|
|
Visible only for canceled recurring orders. | ||||
 | Return | Save and close the current recurring order and create a new return recurring 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. | ||
 | Multiple Order Same Origin | Save and close the current recurring order and create a new recurring order with the same Customer ID, Contact, Billing Group, and Origin. | ||
 | Multiple Order Same Destination | Save and close the current recurring order and create a new recurring order with the same Customer ID, Contact, Billing Group, and Destination. | ||
 | Continuation | Save and close the recurring current order and create new recurring orders in a sequence with the same Order Number but appended with a ".01", ".02", ".03", etc. at the end. The new recurring 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 recurring orders. | ||
 | Clone | Create a duplicate recurring order with all of the information the same except for the dates which will be filled in as the current date. | ||
 | Insert Customer Address | If the Origin Name or Destination Name field is selected, the current Customer Name and Customer Address information automatically filled in. | ||
 | Rate | Rate the recurring order. | ||
 | Lock Charges | Lock or unlock the Charges tab. If the charges are locked, no changes can be made under the Charges tab until the recurring order has been unlocked.
| ||
 | Lock Driver Pay | Lock or unlock the driver pay on the recurring order. If the driver pay is locked, no changes can be made to the driver assignment or pay under the Drivers tab until the recurring order has been unlocked.
| ||
 | Bill Credit Card | Credit card information will not be added to the created (posted) orders. | ||
 | Recurrence | Set the recurrence schedule. See Recurrence Schedule. | ||
 | Flip Addresses | Switch the Origin and Destination information. |
 | Re-calculate Distance | Recalculates the distance between origin and destination. | |
 | View Customer Notes | Opens the Customer Notes found on the Notes tab of the customer record.
|
|
| ||
 | View Driver Settlements | Displays the "Driver Settlement" amount for the recurring order. |
 | Email Status | This function does not work on recurring orders. Statuses can be emailed on the posted order. |
 | Email Shipping Label | Open a form to email the shipping label. See How to Email a Shipping Label from the Order Form. |
Form
...
Field Name | Description | |||
|---|---|---|---|---|
Customer ID | The customer ID number for the customer associated with the recurring order.
| |||
|
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to
| ||
Contact | The customer contact name.
|
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to
| |||
Billing Group / Cost | Used for grouping invoices. ExampleIf 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 recurring order.
| ||
 | The address of the origin. The button is enabled once the address is chosen from the Name field above.
| ||
| |||
 | This is not used on the recurring order form. | ||
 | Click to view the recurring origin location information. | ||
Phone | Phone number of origin address.
| ||
 | 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 recurring order. | ||
 | Click the arrow icon to open the Remarks in a separate window for easy editing. | ||
Remarks (textbox) | Comments for the origin. Displayed in |
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 |
the Driver App, only the Remarks of the first consolidated will be displayed.
|
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| |||
Destination | |||
Name | The address name of the destination for the recurring order.
| ||
| The address of the origin. The button is enabled once the address is chosen from the Name field above.
| ||
| ||
| This is not used on the recurring order form. | |
| Click to view the destination location information. | |
Phone | Phone number of origin address. | |
| 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 recurring order. | |
| Click the arrow |
icon to open the Remarks in a separate window for easy editing. | |
Remarks (textbox) | Comments for the destination. Displayed in |
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 |
the Driver App, only the Remarks of the first consolidated will be displayed.
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Email /SMS Text Alerts | Email address(es) and/or phone number(s) that will automatically receive status update notifications for the created orders. Separate multiple entries with a semicolon ";".
| |
|
| ||
Placed / Picked Up / Delivered | These check boxes determine which email/SMS text alert notifications will be sent during the delivery process.
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General
...
Field Name | Description | |
|---|---|---|
References | References for the recurring 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 |
| |
Service Type | The service type for the recurring order. See Service Types (Classic Operations App).
|
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| |
Order Type | The order type for the recurring order. Only order types that are priced for this customer will appear in the list. |
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.
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Delivery |
| |
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).
| |
Labels | Label(s) to be used for reporting purposes. See Labels (Classic Operations App). | |
Order Comments | General notes about the recurring order.
|
|
Not displayed in |
the Driver App or the Client Portal. |
Charges
The Charges tab Charges tab shows a summary of all charges applied to the created orders.
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Field Name | Description | ||
|---|---|---|---|
Item | Items being charged on the create orders.
| ||
Quantity | The quantity for the Item listed.
| ||
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.
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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.
...
Drivers
The Drivers tab Drivers tab shows all the drivers assigned to the created orders and any required inputs.
...
Field Name | Description | |
|---|---|---|
$ | This is not used on the recurring order form. | |
Driver | Selected driver(s) for the created orders.
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Percent |
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.
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Pay Amount |
The amount the driver will be paid.
| ||||||||
Settlement Number | This is not used on the recurring order form. | ||||||||
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 created orders. See Driver App Required Driver Input.
| ||||||||
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.
| ||||||||
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.
...
Notes
The Notes tab Notes tab can be used to add notes for the created orders. See Notes. 
...
Field Name | Description |
|---|---|
Type | The type of note. Default note types include:
|
If checked, the note will be emailed to the email address in the Email field on the recurring 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.
...
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.
...
Attachments
The Attachments tab displays all files attached to the recurring order. To add a new attachment click the insert file icon 
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. 
...
Flight
The Flight tab Flight tab allows you to enter flight information associated with the recurring order. 
...
Field Name | Description |
|---|---|
Departure | |
Airport | The airport code of the airport the flight is departing from. |
Carrier | The name of the airline of the departure flight. |
Flight | The flight number of the departing flight. |
Time | The time of the departing flight. |
Type | The type/model of the departing flight airplane. |
Distance from Origin | The distance from the "Origin Address" of the recurring order to the airport. |
Arrival | |
Airport | The airport code of the airport the flight is arriving at. |
Carrier | The name of the airline of the arrival flight. |
Flight | The flight number of the arrival flight. |
Time | The time of the arrival flight. |
Type | The type/model of the arrival flight airplane. |
Distance to Destination | The distance from the airport to the "Destination Address" of the recurring 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 |
will open the comments in a separate window for easy editing. |
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 | |
|---|---|
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. |
| Page Properties | ||
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