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This page is for the Classic Operations App is continuously updating and page layouts may differ. See here for other versions. For the Operations App please see Addresses.

Table of Contents

Addresses used in X Dispatch the Operations App go through an address validation process. Using validated addresses guarantees the address is real and prevents potential delivery issues. Different third-party validation services are available, some at an additional monthly charge. Please contact your CXT Software Account Manager for more details. 

Addresses can be global or customer specific. For Inet Addresses, which are created and maintained on the internet user records, see Internet User ( Address Book) or Internet Users.Image Removed

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How to Add and Validate a New Address

If an address cannot be validated, the distance calculation will be based of the center of the zip code provided.

  1. Go to Maintenance > Addresses and click the New button in the toolbar. 

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  1. Alternate Steps

    Click the arrow next to

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  1. the New

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  1.  button, or

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  1. press Alt + N

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  1.  keys and select Address.

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  1. Image Added
  2. Enter the address information. Required information to validate an address is:

    1. Address

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    1. The Address field is the street address in "US Postal Code" format.  This includes numeric address, street name, and proper prefixes (N, S, E, W, etc), suffixes (Place, Pl, Road, Rd, Lane, Ln), and abbreviations when used.  If a suite or room number is included in this field, the validation process will move it to the Suite/Room/

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    1. Apartment field.

    2. City

    3. State/Zip/+

  1. Enter a Customer ID for the address to be customer specific. The default is set to 0, meaning all customers can use the address. See Global Address vs Customer Specific Address for more information.

  2. Automatically or manually validate the address: 

    • Click the Process Address button to automatically validate an address. 

    • Check the Validated checkbox to manually validate an address.

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How to Edit an Address

  1. Go to Maintenance > Addresses.

  2. Double-click the address you would like to edit. 

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How to Delete an Address

  1. Go to Maintenance

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  1.  > Addresses

  2. Click

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  1. the address you would like to delete. 

  2. Click the delete icon Image Modified

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  1.  in the toolbar.

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Address Form

General

The General tab of the address form contains the address, phone, and default order information.Image Removed

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Details

The Details tab of the address form display geocoded location data in addition to several audit tracking fields.Image Removed

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Location Barcode

The Location Barcode tab of the address form is visible once the address is saved. It displays the generated location barcode label which can be copied to the clipboard and pasted into a document for printing. 

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 Location barcodes are customer specific. Image Removed

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Note

The address must be processed right before generating the location barcode.  If the address was already validated, it must be processed again to generate the barcode.

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Orange and Red Fields After Validation

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Orange - Minor changes such as:

  • Address number or street name changes

  • City name changes and +4 was entered

  • Postal code changes.

Example: The original postal code entered was wrong so the corrected change is highlighted in orange.Image Removed

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Red - Blank required fields or major changes such as:

  • City name changes and +4 value removed

  • City name and postal code change

Example: The original city entered did not match so the corrected change is highlighted red.Image Removed

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Global Address vs Customer Specific Address

A global address is available when placing orders for any customer in X Dispatchthe Operations App.  A customer specific address is available to only that specific customer ID during order placement inside X Dispatchthe Operations App.

Note

"Allow Customer Address Points" in the Orders tab of the customer record must be checked to view customer specific addresses. See Customers - New/Edit Customer for more information.

Example

Customer 1 has a customer specific address for the Phoenix Zoo. Image Removed

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Customer 1106 will not be able to see the Phoenix Zoo address.Image Removed

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However, if the Phoenix Art Museum is set up as a global address, where the Customer ID is set to 0, then both Customer 1 and Customer 1106 can see the Phoenix Art Museum address.Image Removed

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Page Properties
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CXTU Courses/Lessons

  • CSR Role Training: Addresses