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This page is for the Classic Operations App. For the Operations App please see Order Types. |
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Order Type Form Tabs
General
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Field Name | Description | ||
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Order Type | ID, or unique numerical value of order type. | ||
Description | Brief description of order type. | ||
Business Line | Type of delivery service being performed, which affects automatic time calculation for "Pickup within/Ready By" and "Delivery within/Deliver By".
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GL Account | Corresponds with General Ledger code in QuickBooks. See GL Accounts (Classic Operations App). | ||
Driver Split | Used for driver pay calculation. Used to set up order types that pay the driver more, less, or not at all. This works in addition to the driver pay percentage(s) set in the Human Resource record. See Human Resources for more information. | ||
Sort Order | Manual override of the default order type sequencing (in the drop-down list when looking at an order in the Operations App). Example: set the Sort Order field to 1, and the order type will display first in the drop-down list of order types on the order form. | ||
Tax Exempt | If checked, removes applicable sales tax from order. | ||
Require delivery before invoicing | If checked, an order must be marked as delivered before it can be invoiced | ||
Automatically Confirm Order | Automatically confirms order without having to select order as confirmed in the Driver App or in dispatch. | ||
Require verification before | Check the box to require verification on an order before the selected action.
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Auto assign pickup to route by rule: | Automatically places applicable on demand orders onto a route via route sort rules based upon pickup location. See Route Sort Rules. | ||
Auto assign delivery to route by rule: | Automatically places applicable on demand orders onto a route via route sort rules based upon delivery location. See Route Sort Rules. | ||
Address Restriction: | Displays warning if an address other than customer's address is chosen for origin or destination.
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Adjust PICKUP deadline by | Visible when "On Demand" is the selected Business line and enabled when Deliver is set to "Today with No Rollover" or "Today with Rollover". Adjusts automatic calculation for pickup deadline when an order exceeds a certain number of miles to create more realistic pickup times. | ||
Adjust DELIVERY deadline by | Visible when "On Demand" is the selected Business line and enabled when Deliver is set to "Today with No Rollover" or "Today with Rollover". Adjusts automatic calculation for the delivery deadline when an order exceeds a certain number of miles to create more realistic delivery times. | ||
Prevent order type when distance is greater than | If checked, prevents order type from being used if the distance from pickup address to delivery address is greater than this value. | ||
Pickup within | Visible when "On Demand" is the selected Business line. Amount of time from when an order is placed that is given to pick it up before it is considered late. | ||
Delivery within | Visible when "On Demand" is the selected Business line. Amount of time from when an order is placed that is given to deliver it before it is considered late. | ||
Ready by | Visible/Enabled when "Scheduled" or "Distribution" is the selected Business line. The time of day an order must be placed by. Works in conjunction with the Deliver field below. | ||
Deliver by | Visible/Enabled when "Scheduled" or "Distribution" is the selected Business line. The time of day the order must be delivered by. | ||
Pickup within (Checkbox) | Visible when "Scheduled" or "Distribution" is the selected Business line. If checked, the amount of time entered here is added to the Pickup From time, and will display in the Pickup To field on an order. | ||
Deliver | Enabled when "On Demand", "Scheduled", or "Distribution" is the selected Business line. Uses hours |
of operations to determine if order type is available when the order is placed and determines the estimated delivery time.
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If checked, automatically prints dispatch ticket. See Dispatch Ticket | |||||||
Allow Email POP and POD to customer | If checked, sends the customer an email when the order is picked up or delivered. | ||||||
Use deadline for return/continuation order ready time | If checked, return and continuation orders will use the delivery time from the original order as the ready time on the new order.
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Ignore time windows when using Web Service | If checked, ignores Order Type time windows for X Remote or any other automated orders placed via an ASN manifest. It does not affect the Client Portal orders. | ||||||
Update Time Windows | Specify if changing to this order type when editing an already placed order should recalculate time windows.
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Send to dispatch | If checked, orders with this order type will automatically be sent to the dispatch board, and orders using sort rules will display as on demand orders in the Driver App. If unchecked, orders with this order type will not be sent to the dispatch board, and orders using sort rules will display as route stops in the Driver App. | ||||||
| The time before pickup that a future order becomes an active order and is displayed on the active dispatch board. The default is 00 which means orders will only show on the Dispatch Board at the begining of their pickup window.
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| Amount of time before "Pickup within" deadline that an order is displayed as yellow on dispatch board. | ||
| Amount of time before "Delivery within" deadline, that an order is displayed as yellow on dispatch board. | ||
| Send order dispatch message to the driver.
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| When to displays the warning icon on the dispatch board if a recurring order that has a driver pre-assigned before posting is not marked as "Confirmed".
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Time Tester | See Time Tester above. | ||
OK | Closes order type form. Changes are saved without the requirement to "Apply". | ||
Cancel | Closes order type form. No changes are saved. | ||
Apply | Saves changes without closing order type form. | ||
Deactivate | Prevents order type from appearing anywhere else in the application. The order type is not deleted, it's simply made unavailable. When an order type is deactivated, an "Activate" button appears. Press the "Activate" button to reactivate order type.
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Delete | Completely removes order type. Various warnings appear providing details of where order type is used. All such details must be deleted before order type is deleted. |
Hours of Operations
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Field Name | Description |
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Service Sunday from | Hours order type is available on Sunday. If unchecked, orders using this order type not allowed at all. |
Service Monday from | Hours order type is available on Monday. If unchecked, orders using this order type not allowed at all. |
Service Tuesday from | Hours order type is available on Tuesday. If unchecked, orders using this order type not allowed at all. |
Service Wednesday from | Hours order type is available on Wednesday. If unchecked, orders using this order type not allowed at all. |
Service Thursday from | Hours order type is available on Thursday. If unchecked, orders using this order type not allowed at all. |
Service Friday from | Hours order type is available on Friday. If unchecked, orders using this order type not allowed at all. |
Service Saturday from | Hours order type is available on Saturday. If unchecked, orders using this order type not allowed at all. |
Service on specified holidays | |
Enable X Internet service | Enable or disable the Client Portal service for order type. |
Daily "from" fields (Sun-Sat) | Same as above except used for order types in the Client Portal. |
Service on specified holidays | |
Time Tester |
Fleet Assignments
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Field Name | Description |
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Default Fleet | Default fleet to which parcel is assigned without an override. |
Dispatch Zone | The identifier for the corresponding DispatchZone in Maintenance > Zones. |
Fleet | Fleet to which order is assigned overrides default fleet assignment. |
Printer Lookup Text | No longer used. |
Service Type Filters
A grouping mechanism for filtering which order types will be available for an order. See Service Types (Classic Operations App) to add Service Types to this list.
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