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| Field Name | Description | ||
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| Click the Address button to enter or edit the address that will appear in the origin or destination field when the insert key is used while on the order form. | ||
| Phone 1 | This phone number will be placed in the Phone field of an order if the customer is used as the origin or destination. The phone number will automatically be formatted. Example: A number entered as "4053456789" will be changed to "(405) 346-6789". | ||
| Phone 2 | Secondary phone number for the customer. | ||
| Fax | Customer fax number. | ||
| Contact | Name of the main contact. | ||
| Customer's main email address. | |||
| Origin Caption | Select the caption that will show on the customer's order form.
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| Origin Remarks | This will be placed in the Remarks field of the Origin on the order from when the local address information is used for the pickup. | ||
| Destination Caption | Select the caption that will appear on the customer's order form
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| Destination Remarks | This will be placed in the Remarks field of the Destination on the order from when the local address information is used for the delivery. | ||
| Route Comments | Comments specific to "X Route". | ||
| Labels |
Label(s) for the customer to be used for reporting purposes. See Labels (Desktop Operations App). |
Order Entry Options
| Field Name | Description | ||||
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| 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.
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| 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.
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| 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 X Dispatch and Rapidship. Select from the following:
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| 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.
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| Require Parcel Dimensions - Rapidship | Makes parcel dimensions required in Rapidship. | ||||
| Weight Required | Make weight on the order form required. | ||||
| Pieces Required | Make pieces on the order form required. | ||||
| POD Required | Make POD, or proof of delivery, required for the delivery of an order. This is just the text part of the signature. | ||||
| Service Type Required | Make service type on the order form required. | ||||
| Signature Required | Make a signature required for the delivery of an order or route stop. | ||||
| Require Status Code for TW Change | Make a status code required for a time window change. | ||||
| 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. |
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| Field Name | Description |
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| Display caption 1 | Controls what the "Reference Caption" will read on the order form. |
| Display caption 2 | Controls what the "Reference Caption" will read on the order form in X Internet. |
| Reference 1 format | This value will automatically be entered into value will be automatically displayed as placeholder text in the "Reference 1" field on the order form, so users know what format to use for their data. |
| Reference 2 format | This value will automatically be entered into value will be automatically displayed as placeholder text in the "Reference 2" field on the order form, so users know what format to use for their data. |
| Warning for invalid reference length | Check this box if you want the warning to be based on the length of the value entered on the "Reference 1" fielda warning when the Reference data does not match the Reference format length. |
| Accept listed references only ( Ref 1 Only ) | Check this box if you want only the references in the in the list to be accepted on the order form. This will only apply to the "Reference 1" field of the order form. |
| Reference 1 Required | Check this box to make the "Reference 1" field on the order form required. |
| Reference 2 Required | Check this box to make the "Reference 2" field on the order form required. |
| Show reference list during order entry | Check this box to show all the references in the list in a drop-down on the order form. |
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| Field Name | Description |
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| 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 (Desktop 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 (Desktop 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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The Internet Users tab displays a summary of all the internet users associated with the customer. To edit an internet user, double-click the "User ID" of the internet user. See Internet Users - New / Edit Internet User(Desktop Operations App) for more information.
| 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 Rapidship 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 Rapidship. | ||
| Display Driver Location |
Setting for whether or not driver location is displayed for all of the customer's internet users.
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- Click the "Add Note" button.
- Click the arrow down under Type to select the note type. Note types can be configured in Maintenance > Note Types. See Note Types (Desktop Operations App) for more information.
- Click the Note section to add your note.
- Go to File > Save when done.
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