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| 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 the Operations App and the Client Portal. 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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| 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. | ||
| 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. | ||
| 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 | Select credit card payment options for the customer when orders are placed in the Operations App.
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| Force Location Scan on Pickup |
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| Force Location Scan on Delivery | |||
| Service Type Caption | Changes the caption caption of the s ervice 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 Names | Description | ||
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| Base | Enter the number of the base chart you would like to assign the customer. | ||
| Rate Adjustment % | This is a discount or increase of the base chart. Enter a positive number for an increase, or a negative number for a discount. Example: Enter "- 20" for a 20% discount off the rate chart assigned. | ||
| Apply to base rate only | When enabled, the Rate Adjustment % to only apply to the base rate. When disabled, the Rate Adjustment % will be applied to base and item rates only. Surcharges are not included in the rate adjustment. | ||
| Order Type Overrides | Click the button to override order type settings on a customer by customer basis. You can override time parameters by extending time frames on order types, give discounts or increases for a certain time, and change the distance factor calculation.
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| Driver Override % | Enter the total driver pay percent for on demand work. This will override the driver pay percent in the driver's HR record. | ||
| Exclude from sales reports ( House Account ) | Check the box if you would like the revenue from this customer not appear in the generated reports. This is useful in situations where a customer account is set up to charge back your company for various deliveries, House Accounts. | ||
| Tax Exempt | Check the box to exclude the customer from sales tax. | ||
Require verification before | Check the box to require verification on an order before the selected action.
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| Print invoice detail format | Check the box to print invoices according to the format selected. Three different formats are provided by default:
You can set up additional formats. | ||
| Email invoice detail format | Check the box to email invoices to the email in the “Billing Contact” section and select a format.
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| Account Status | Select from the following:
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| Billing Cycle | Select how often the customer will be invoiced. You can add more billing cycle options. See How to Invoice a Customer Outside of the Normal Billing Cycle. | ||
| Create a separate invoice for each order | Check the box to bill and invoice each order placed by the customer separately. The invoice number will be the same as the order ID. | ||
| Invoice due in [ _ ] days | Enter a number. This number can be used on invoices and can be imported into your accounting package. |
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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 (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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- Click on the [+] next to the invoice to show the orders in the invoice.
- Double click the order number to open the order form.
- Right-click on an invoice for a menu to:
- Mark as Paid
- Mark as Short Paid
Mark as Unpaid
Note This is option is disabled when the QuickBooks integration is enabled.
- Preview Invoice
- Email Invoice
Invoice color legend:
Tip title Quick Tip The "CC Pending" status is for when invoices have been authorized, but have not been processed. See How to Charge, Process and Reconcile Credit Cards in X Dispatchthe Operations App.
Notes
The Notes tab displays a text box that you can use to enter notes for the customer. The notes will display on the order form. Click the "Date Stamp" button to place today’s date on a new line.
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