Global Options (X Dispatch 17.0 or Older)
For X Dispatch 17.0 or older. See here for newer versions.
Company
| Field Name | Description |
|---|---|
| CXT Customer | CXT Software customer name. Assigned by CXT Software. |
| CXT Customer ID | CXT Software customer ID. Assigned by CXT Software. |
| Company Location ID | Used to identify company location id number. |
| Name | Enter name of company. This information is used throughout the program. |
| Address | Company address. |
| City, State, Zip | City, State, and Zip of where your company is located. |
| Phone | Company phone number. |
| Fax | Company fax number. |
| Web Address | URL for your web site. |
| Main email address. | |
| Home URL | URL for web site displayed when users login (See "Force as start page" field below) or the "Home" icon is clicked in X Dispatch. |
| Force as start page(Check Box) | If this field is checked, when users login they will see web site defined in "Home URL" field. |
| Shipping Label | Two options: 1) URL: Enter web address for shipping label. 2) Procedure: Use a custom Procedure to generate shipping label. |
| Scanned Docs URL | Enter the location where scanned documents are stored. (Installed customers only.) |
| Invoice Database File(Button) | For customers that used Microsoft Access so they can continue to have access to historical data. |
| Reports Database File(Button) | For customers that used Microsoft Access so they can continue to have access to historical data. |
| Server Postal Code | Postal code where the database server is physically located. |
| Maximum Attachment Size (MB) Allowed: | Maximum size of a single file that can be uploaded into X Dispatch. (Maximum file size can be set to as high as 255 MB) |
| X Tracking URL | Enter URL for X Tracking. This must be defined prior to using X Tracking. |
Order
| Field Name | Description |
|---|---|
| Left Click Mapping | Here you can set the mapping service used when you left click on an address in X Dispatch. |
| Right Click Mapping | Here you can set the mapping service used when you right click on an address in X Dispatch. |
| Calculation Method | Here you can set the program you want used when "calculating" the distance for an order. |
| Mile Factor | The distance on an order will be multiplied by the amount entered in this field. This is primarily used when the distance calculation method is done as a straight line from point A to point B as it is when using Great Circle. |
| Use Shortest Distance (Check Box) | This will use Microsoft Bing Maps shortest distance option when calculating routes. With this option enabled Bing will calculate the shortest route rather than the fastest route. |
| Round distances if less than | This will round the distance on an order Up, Down, Don't Round, or Off. |
| City | This is the "Default City" when taking a new address. |
| State | This is the "Default State" when taking a new address. |
| Display Warning.... | This will allow you to specify how long an order can be open on the dispatch screen before the user is prompted that the order is still open, enter 0 to disable the warning. |
| User Fields | Here you can specify the name that is displayed for each "User Field" on an order. |
| Pickup Wait Time Item | The item selected will be automatically added to the order's charges with the quantity set to the time, in minutes, between the At Origin and Picked Up Status. |
| Pickup Threshold (Minutes) | You can set the length of time before the pickup wait time item is added to the order. An example being you allow for 15 minutes of waiting time before charging the customer for waiting time. |
| Delivery Wait Time Item | The item selected will be automatically added to the order's charges with the quantity set to the time, in minutes, between the At Destination and Delivered Status. |
| Delivery Threshold(Minutes) | You can set the length of time before the delivery wait time item is added to the order. Example being you allow for 15 minutes of waiting time before charging the customer any additional waiting time after the 15 minutes will be added to the order based on the item chart set up for the order type. |
Accounting
| Field Name | Description |
|---|---|
| Global GL Account (Peachtree) | This must match the GL account you have set up in Peachtree. |
| (PayPal) Host server | This should be set as payflowpro.paypal.com, this can be selected by using the drop down arrow. |
| Merchant partner | This will be the Merchant partner you have set up with PayPal. |
| Vendor ID | This is the Vendor ID you have set up with PayPal (Contact PayPal for assistance with setting up an account). |
| Password | This is the password that goes with your Vendor ID. |
| Click Here to sign-up for PayPal.......(Link) | This link will take you to the PayPal web site where you can get started setting up your account. |
Dispatch
| Field Name | Description |
|---|---|
| Default dispatch E-Mail address | When sending orders or messages to a driver, this is the return email address that is used when the driver replies to the message or updates an order using the Q codes, if there are no email addresses associated to that driver's fleet. |
| Dispatch refresh interval | This is the interval that the dispatch board will automatically refresh at. |
| Ranked order refresh interval | This is the automatic refresh interval that is used when you are ranking drivers for orders. |
| Enforce capabilities when dispatching | This will look at the capabilities that a driver has. If the order requires a capability that a driver does not have, it will keep you from dispatching the order to that driver. You will be prompted with a message that lists the capabilities that the driver needs for this order. |
| Enforce capabilities when ranking | This will take in to account the drivers capabilities when ranking the drivers for an order. |
| Enforce critical dates | These are dates that are stored in Human Resources that can refer to items such as drivers license, insurance, or immigration expirations and in Vehicles for items such as registration and insurance. If you choose "Enforce" the dispatcher will not be able to dispatch the driver or vehicle if one or more of the items are expired. If you choose "Warn" the system will prompt the dispatcher if they would like to dispatch the driver or vehicle despite the expiration. If you choose "Ignore" the expiration dates are not monitored by X Dispatch. |
| Enable & Track "Received At Dock" (Check Box) | Checking this box enables another status tracking option called Received at Dock. This can be found under order status on the order form (Discussed later). |
| Enable Advance Threading (Check Box) | This option allows a dispatch board with thousands of orders on it to refresh faster. There is a drawback of using this option though because it can cause the dispatch board to crash frequently. It is not recommended that customers turn this on unless they are having refresh issues with the dispatch board due to the number of orders on the dispatch board. |
Reports
| Field Name | Description |
|---|---|
Settlement Caption | When running settlements, the caption entered here will display at the top of the settlement. |
Web Links | Links to websites that host information about using CSS. |
X Internet
| Field Name | Description |
|---|---|
| Display null Pickup time as | If this option is not checked, the "Picked Up" status will not be displayed on the order tracking page in X Internet until the order has been marked as picked up in X Dispatch. If this option is checked, the "Picked Up" status in X Internet will always be displayed on the order tracking page with the caption set here. Once the order has been marked as picked up in X Dispatch, the caption in X Internet will be replaced with the actual pickup date/time. |
| Display null Delivery time as | If this option is not checked, the "Delivered" status will not be displayed on the order tracking page in X Internet until the order has been marked as delivered in X Dispatch. If this option is checked, the "Delivered" status in X Internet will always be displayed on the order tracking page with the caption set here. Once the order has been marked as delivered in X Dispatch, the caption in X Internet will be replaced with the actual delivery date/time. |
| Display addresses | Checking this box allows customer to see both pickup and delivery addresses for the order they are tracking in X Internet. |
| Display total charges | Checking this box allows customer to see "Total Charges" for the order they are tracking through X Internet. |
| Date Display Format | Format that data and time will display in when logged in to your X Internet web site. There is a drop down list of the available options. |
| Origin remarks caption | Use this field to customize the X Internet origin remarks caption. |
| Destination remarks caption | Use this field to customize the X Internet destination remarks caption. |
| Origin remarks description | Add additional text that displays above the X Internet origin remarks to assist customers placing an order. |
| Destination remarks description | Add additional text that displays above the X Internet destination remarks to assist customers placing an order. |
| Display delivery release as | If delivery release is checked during order entry, the text defined in this field is automatically added to order's destination comments. |
| Require pieces w/ default | Checking this box will require your internet users to enter in a piece count when placing orders through X Internet. You can have this field in X Internet default to the specified value you enter here. |
| Require weight w/ default | Checking this box will require your internet users to enter in a weight when placing orders through X Internet. You can have this field in X Internet default to the specified value you enter here. |
| Enforce address validation | This will require the internet user to enter in an address that can be validated, if the user enters in an address that cannot validate they will not be able to place the order. |
| Allow orders to be entered where the destination zip is not in the zone table | This will allow the order to be placed even if the destination zip code is not in the zones table. |
| Allow viewing of invoices online | This will allow your internet users to view their specific invoices through X Internet. |
| Maximum Attachment Size (MB) Allowed | This is the maximum size of a single file that can be uploaded into X Internet. (The maximum file size can be set to as high as 255 MB) |
| Force HTTPS Redirect | Available in v11.2.8. Redirects all X Internet traffic to the secure SSL URL for X Internet instead of "HTTP". |
Misc
| Field Name | Description |
|---|---|
| Display null Pickup time as | If this option is not checked, the "Picked Up" status will not be displayed on the order tracking page in X Internet until the order has been marked as picked up in X Dispatch. If this option is checked, the "Picked Up" status in X Internet will always be displayed on the order tracking page with the caption set here. Once the order has been marked as picked up in X Dispatch, the caption in X Internet will be replaced with the actual pickup date/time. |
| Display null Delivery time as | If this option is not checked, the "Delivered" status will not be displayed on the order tracking page in X Internet until the order has been marked as delivered in X Dispatch. If this option is checked, the "Delivered" status in X Internet will always be displayed on the order tracking page with the caption set here. Once the order has been marked as delivered in X Dispatch, the caption in X Internet will be replaced with the actual delivery date/time. |
| Display addresses | Checking this box allows customer to see both pickup and delivery addresses for the order they are tracking in X Internet. |
| Display total charges | Checking this box allows customer to see "Total Charges" for the order they are tracking through X Internet. |
| Date Display Format | Format that data and time will display in when logged in to your X Internet web site. There is a drop down list of the available options. |
| Origin remarks caption | Use this field to customize the X Internet origin remarks caption. |
| Destination remarks caption | Use this field to customize the X Internet destination remarks caption. |
| Origin remarks description | Add additional text that displays above the X Internet origin remarks to assist customers placing an order. |
| Destination remarks description | Add additional text that displays above the X Internet destination remarks to assist customers placing an order. |
| Display delivery release as | If delivery release is checked during order entry, the text defined in this field is automatically added to order's destination comments. |
| Require pieces w/ default | Checking this box will require your internet users to enter in a piece count when placing orders through X Internet. You can have this field in X Internet default to the specified value you enter here. |
| Require weight w/ default | Checking this box will require your internet users to enter in a weight when placing orders through X Internet. You can have this field in X Internet default to the specified value you enter here. |
| Enforce address validation | This will require the internet user to enter in an address that can be validated, if the user enters in an address that cannot validate they will not be able to place the order. |
| Allow orders to be entered where the destination zip is not in the zone table | This will allow the order to be placed even if the destination zip code is not in the zones table. |
| Allow viewing of invoices online | This will allow your internet users to view their specific invoices through X Internet. |
| Maximum Attachment Size (MB) Allowed | This is the maximum size of a single file that can be uploaded into X Internet. (The maximum file size can be set to as high as 255 MB) |
| Force HTTPS Redirect | Available in v11.2.8. Redirects all X Internet traffic to the secure SSL URL for X Internet instead of "HTTP". |
X Route
| Field Name | Description |
|---|---|
| Workers | When checked, enables tracking of "Human Resources" changes. |
| Customers | When checked, enables tracking of "Customers" changes. |
| Orders | When checked, enables tracking of order changes. |
| Drivers Assigned to Orders | When checked, enables tracking of drivers assigned to orders. |
| Order Charges | When checked, enables tracking of order "Charges" tab changes. |
| Order Notes | When checked, enables tracking of order "Notes" tab changes. |
| Recurring Orders | When checked, enables tracking of recurring order changes. |
| Order Statuses | When checked, enables tracking of status of orders via "Audit Trail" button. |
| Order User Data | When checked, enables tracking of "User Data Field" changes. |
| Contract Stops | When checked, enables tracking of X Route "Contract Stop" changes. |
| Route Contracts | When checked, enables tracking of X Route "Contracts." |
| Drivers | When checked, enables tracking of "Drivers" changes. |
Audit
| Field Name | Description |
|---|---|
| Workers | When checked, enables tracking of "Human Resources" changes. |
| Customers | When checked, enables tracking of "Customers" changes. |
| Orders | When checked, enables tracking of order changes. |
| Drivers Assigned to Orders | When checked, enables tracking of drivers assigned to orders. |
| Order Charges | When checked, enables tracking of order "Charges" tab changes. |
| Order Notes | When checked, enables tracking of order "Notes" tab changes. |
| Recurring Orders | When checked, enables tracking of recurring order changes. |
| Order Statuses | When checked, enables tracking of status of orders via "Audit Trail" button. |
| Order User Data | When checked, enables tracking of "User Data Field" changes. |
| Contract Stops | When checked, enables tracking of X Route "Contract Stop" changes. |
| Route Contracts | When checked, enables tracking of X Route "Contracts." |
| Drivers | When checked, enables tracking of "Drivers" changes. |
Pathfinder-XML
| Field Name | Description |
|---|---|
Company ID | Company ID provided by Pathfinder. |
User Name | User Name for login to Pathfinder services. |
Password | Password for login to Pathfinder services. |
Search Radius to Find Closest Airport | Input of number of default miles to closest airport. |
HR
| Field Name | Description |
|---|---|
| Field Name | These are all user Definable fields, here you can change the name displayed for the "Employee/User Data" tab of your human resources. |