Order Types

ID

ID, or unique numerical value of order type. Not editable once created.

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". 

• On-Demand - Provide Pickup within and Delivery within time windows.

• Scheduled - Provide Ready By and Deliver By times as well as an additional checkbox to set a Pickup Within parameter.

• Distribution - Provides Ready By and Delivery By times as well as an additional checkbox to set a Pickup Within parameter.

• Freight - Removes any time and delivery expectations from the order type.

• Line Haul - Removes any time and delivery expectations from the order type.

• Air - Removes any time and delivery expectations from the order type.

GL Account

Corresponds with General Ledger code in QuickBooks. See GL Accounts.

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 displayed order type sequence.

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 Operations App.

Require verification before 

Check the box to require verification on an order before the selected action.

• Invoicing

• Settlements

• Invoices and Settlements

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. 

• No Address Restriction

• Origin Address

• Destination Address

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. 

• Today No Rollover

• Today With Rollover

• Next Day

• Next Weekday

• Two Weekdays

• Three Weekdays

Print

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.

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.

Ignore time windows when using Web Service

If checked, the hours of operation and holiday schedules will be ignored for integration work associated with this order type when coming in through the web service. If unchecked, hours of operation and holiday schedules will be enforced.

Update Time Windows

Specify if changing to this order type when editing an already placed order should recalculate time windows. 

• No - Never recalculate automatically.

• Yes - Always recalculate automatically.

• Prompt - Prompt the user before recalculating.

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. 

• Dispatch show time

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.

• Pickup warning time

Amount of time before "Pickup within" deadline that an order is displayed as yellow on dispatch board.

• Delivery warning time

Amount of time before "Delivery within" deadline, that an order is displayed as yellow on dispatch board.

• Send to driver (Supplemental Email Notifications)

Allows drivers or dispatchers to receive supplemental email notifications upon dispatch of a new order (in addition to the driver being notified within CXT Driver) based on the order type being used and its “Send to driver” selection of Never, Always, or Prompt dispatcher.

The email will be sent to either the driver record’s Primary or Secondary email based on what is globally set to be currently active or the default dispatch email set within Global Options depending on what setting selection is made on the order type.

This setting will not replace the driver being automatically notified of new work assignments within CXT Driver. This setting only determines if a supplemental email notification will also be sent to the driver or dispatcher.

• Never 

  • Drivers will not receive a supplemental email notification when an order using this order type setting is dispatched to them.

• Always 

  • Drivers will receive a supplemental email notification to their driver record’s active email address (Primary or Secondary email) when an order using this order type setting is dispatched to them.

• Prompt dispatcher (email only) 

  • When selected, an email notification will be sent to the default dispatch email address stored within the Global Options' Dispatch tab when any order using this order type setting is dispatched out to a driver.

Driver Message Format must be created and assigned to the Driver Record’s Primary or Secondary Email Format field for emails to be properly sent.

This feature was originally used for alerting X Mobile users that they have been dispatched a new job and controlled whether the work displayed within the application.

The X Mobile application is deprecated, but the email alert portion of this functionality continues to work with valid email addresses.

• Recurring Order Confirmation Warning

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". 

• Never - No warning is displayed. This is the default for all order types.

• After 5 Minutes - Displays the warning icon 5 minutes after the recurring order is posted.

• After Pickup Warning Time - The warning icon will be displayed after the Pickup warning time. 

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.

Measurements

• Miles

• Kilometers

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.

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.

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.