Page Comparison

Default Service Type

This field can be left blank. The service type selected will be placed in the "Service Type" field of the order form every time this customer places an order.

Default Order Type

This field can be left blank. The order type selected will automatically be placed in the "Order Type" field of the order form every time this customer places an order.

Default Image File Conversion

Default image file type used for the customer's image attachments when sent through the message format status alert emails and used when saving in the Operations App and the Client Portal. Select from the following:

• No Conversion - File types will not be changed. The original file type is used

• BMP - Image file types will be converted to BMP

• JPG - Image file types will be converted to JPG

• PDF - Image file types will be converted to PDF

• PNG - Image file types will be converted to PNG

• TIF - Image file types will be converted to TIF

Dispatch Priority

Select the level of importance of the customer from 0 to 10. It is displayed in the dispatch board and can be a useful tool for making dispatch decisions. 

Allow customer address points

Turns on the customer specific address points when taking an order. 

Weight Required

Make weight on the order form required.

Pieces Required

Make pieces on the order form required.

Service Type Required

Make service type on the order form required.

Require Status Code for TW Change

Make a status code required for a time window change.

Require Parcel Dimensions - Rapidship

Makes parcel dimensions required in the Client Portal.

Update pieces and weight by Parcels

Pieces and weight in the Client Portal can only be updated by adding or removing parcels and Basic Ordering will be disabled.

POD Required

Make POD, or proof of delivery, required for the delivery of an order. This is just the text part of the signature. 

Signature Required

Make a signature required for the delivery of an order or route stop.

VOPD Required

Make visual proof of delivery required for the delivery of an order. The driver can take a picture with the camera on their device or attach a file or image.

• Camera Required

When checked, the driver is required to take a picture with the camera on their device and cannot attach an image or file as the VPOD.

This field is enabled as an option when VOPD Required is checked.

Credit Cards - XD

Visible only when credit card processing is set up. See Setting Up Credit Card Processing.

Select credit card payment options for the customer when orders are placed in the Operations App. 

• Never accept credit cards

• Accept credit cards

• Only accept credit cards

Force Location Scan on Pickup

• None

• Upon Arrival: Requires an arrival scan, where the driver has to scan a location barcode from the Driver App.

• Upon Departure: Requires a departure scan, where the driver has to scan a location barcode from the Driver App.

• Both: Requires both arrival and departure location barcode scans.

See Force Location Scan in the Driver App (Nextstop 3).

Force Location Scan on Delivery

Service Type Caption

Changes the caption of the service type on the order form. You can select "Service Type" or "Vehicle Type".

CSR Reminder

A reminder that will appear on the order form with a red flashing siren next to it. 

Dispatch Reminder

Comments relating to the customer that is specifically for the dispatchers. It displays as a field in the dispatch board.

Default Mileage Unit

Select the default measurement unit of miles or kilometers to calculate the distance for on demand orders.

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".