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The Billing Groups list can be pre-populated and modified using the “Add” and “Remove” buttons. Billing groups are configured here on customer records and used for grouping invoices if preferred. They can be changed/added to orders, route stops, contract stops, internet user records, and stamps so that the invoice records can be grouped.
Field Name | Description |
|---|---|
Display Caption | Changes the "Billing Group" caption on the order form. |
Billing Group Required | Check this box to make the "Billing Group" field on the order form required. |
Accept listed billing groups only (On Demand) | Check this box to allow only billing groups from the list to be accepted on the order form for On Demand orders. |
Accept listed billing groups only (Routed) | Check this box to allow only billing groups from the list to be accepted on the order form for Routed orders. |
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Field Name | Description |
|---|---|
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. |
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Field Name | Description | ||
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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. | ||
Internet user's email address. | |||
Phone | Internet user's phone number. | ||
Hide Rates | Whether or not rates are hidden for the internet user.
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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.
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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.
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