The current status of the recurring order is displayed by the color of the envelope.

Open

Rated and uninvoiced 

Unrated and will not be invoiced 

Canceled 

If the recurring order has a dispatch flag set, a red flag icon  will be displayed. 

Customer

The customer's name that the recurring order is for. See Customers - New/Edit Customer.

ID

The recurring order ID.

CSR

How the recurring order was entered and/or who entered it.

Origin

Name of where the recurring order is being picked up from.

Origin Address

Street address of where the recurring order is being picked up from.

Origin City

City of where the recurring order is being picked up from.

Destination

Name of where the recurring order is being delivered to.

Dest Address

Street address of where the recurring order is being delivered to.

Dest City

City of where the recurring order is being delivered to.

Customer ID

Customer ID for the Customer. See Customers - New/Edit Customer.

Order Date

Date and time the recurring order was placed.

Order Type

Order type that is on the recurring order.

Attachments

The number of attachments on the recurring order.

Save and Close

Save the current recurring order and open a new recurring order form.

Save and Keep Open

Save the current recurring order and keep the recurring order form open.

Reprint Dispatch Ticket

Print the recurring order in a formatted print form or as seen on the screen depending on the selected Print dispatch ticket in the order type of the order. See Order Types (Classic Operations App). 

Disabled when creating a new recurring order.

Print Shipping Label

Print a shipping label for the recurring order that can be added to the package.

Disabled when creating a new recurring order.

Use Imager to Scan Attachment

Scan a document using a scanner connected to your computer and add it as an attachment to the recurring order.

Insert File

Upload a file as an attachment to the recurring order.

Set Dispatch Flag

Flag either the Origin Remarks, Destination Remarks, Order Comments or all 3 of these fields for the recurring order.  The fields marked as flagged will be highlighted in red.

Cancel

Cancel the recurring order. This will stop new orders from being created when recurring orders are posted. It will not cancel orders that have already been created and posted.

Disabled when creating a new recurring order.

Restore

Restore the canceled recurring order. This will create new orders based on the recurrence schedule when recurring orders are posted.

Visible only for canceled recurring orders.

Return

Save and close the current recurring order and create a new return recurring order with the same Order Number but appended with a ".01" at the end. The new order will automatically fill in the same Customer ID, Contact, and Billing Group. The Origin and Destination information will be reversed. You will need to select an Order Type for the new order.

Multiple Order Same Origin

Save and close the current recurring order and create a new recurring order with the same Customer ID, Contact, Billing Group, and Origin.

Multiple Order Same Destination

Save and close the current recurring order and create a new recurring order with the same Customer ID, Contact, Billing Group, and Destination.

Continuation

Save and close the recurring current order and create new recurring orders in a sequence with the same Order Number but appended with a ".01", ".02", ".03", etc. at the end. The new recurring orders will automatically fill in the same Customer ID, Contact, and Billing Group. The Destination information will be entered for the Origin. You will need to select an Order Type for the new recurring orders.

Clone

Create a duplicate recurring order with all of the information the same except for the dates which will be filled in as the current date.

Insert Customer Address

If the Origin Name or Destination Name field is selected, the current Customer Name and Customer Address information automatically filled in.

Rate

Rate the recurring order. 

Lock Charges

Lock or unlock the Charges tab. If the charges are locked, no changes can be made under the Charges tab until the recurring order has been unlocked. 

Lock Driver Pay

Lock or unlock the driver pay on the recurring order. If the driver pay is locked, no changes can be made to the driver assignment or pay under the Drivers tab until the recurring order has been unlocked.

Bill Credit Card

Credit card information will not be added to the created (posted) orders. 

Recurrence

Set the recurrence schedule. See Recurrence Schedule.

Flip Addresses

Switch the Origin and Destination information.

Re-calculate Distance

Recalculates the distance between origin and destination. 

View Customer Notes

Opens the Customer Notes found on the Notes tab of the customer record. 

View Driver Settlements

Displays the "Driver Settlement" amount for the recurring order.

Email Status

This function does not work on recurring orders. Statuses can be emailed on the posted order. 

Email Shipping Label

Open a form to email the shipping label. See How to Email a Shipping Label from the Order Form.

Customer ID

The customer ID number for the customer associated with the recurring order. 

Contact

The customer contact name. 

Billing Group / Cost

Used for grouping invoices.

Example

If the customer has sub-accounts, the sub-account can either be entered directly or picked from a list. This field can be filled in when the customer has different departments or offices that require a single invoice but need to track the usage and billing by department/office. 

Origin

Name

The address name of the origin for the recurring order. 

The address of the origin.

The button is enabled once the address is chosen from the Name field above. 

This is not used on the recurring order form. 

Click to view the recurring origin location information. 

Phone

Phone number of origin address. 

Click the Remarks... button to open a list of global origin remarks to select from that you can add or edit.

Get Directions

Click the "Get Directions" link to open a window with a map and directions from the origin to the destination of the recurring order.

Click the arrow icon to open the Remarks in a separate window for easy editing.

Remarks (textbox)

Comments for the origin. 

Displayed in the Driver App on the Stop Info screen, the Client Portal Track Order details, and X Internet Track Order. If the stop is consolidated in the Driver App, only the Remarks of the first consolidated will be displayed.

Destination

Name

The address name of the destination for the recurring order. 

The address of the origin.

The button is enabled once the address is chosen from the Name field above. 

This is not used on the recurring order form.

Click to view the destination location information. 

Phone

Phone number of origin address. 

Click the Remarks... button to open a list of global origin remarks to select from that you can add or edit.

Get Directions

Click the "Get Directions" link to open a window with a map and directions from the destination to the origin of the recurring order.

Click the arrow icon  to open the Remarks in a separate window for easy editing.

Remarks (textbox)

Comments for the destination. 

Displayed in the Driver App on the Stop Info screen, the Client Portal Track Order details, and X Internet Track Order. If the stop is consolidated in the Driver App, only the Remarks of the first consolidated will be displayed.

Email /SMS Text Alerts 

Email address(es) and/or phone number(s) that will automatically receive status update notifications for the created orders. Separate multiple entries with a semicolon ";".

Placed / Picked Up / Delivered

These check boxes determine which email/SMS text alert notifications will be sent during the delivery process. 

• Placed - A confirmation email the moment the recurring order is posted.

• Picked Up - An email confirmation verifying the pick up for the created (posted) order has occurred. 

• Delivered - An email containing POD information for the created (posted) order.

References

References for the recurring order usually supplied by the customer and will appear on the driver’s device and the customer’s invoice.

You can use the dropdown to select from a list of approved references or manually type one in.

Pickup

• From - The time and date the created orders will be ready for pickup. This default value is the current time and date the recurring order is created.

• To -  The time and date the created orders must be picked up by. This value is set by your company for dispatching purposes and usually is not changed, but can be changed if there is an actual deadline.

• When the To time should be.

  • Same Day

  • Next Day

  • Nxt Weekday 

Service Type

The service type for the recurring order. See Service Types (Classic Operations App). 

Order Type

The order type for the recurring order. Only order types that are priced for this customer will appear in the list.

Parcel Info

The parcel type that is being picked up. See Parcel Types (Classic Operations App). This list may be limited to the Available Parcel Types selected in the customer record Parcel Types tab if Enable parcel type list in XD is enabled on the customer record. 

• Pieces - The number of pieces to be picked up. 

• Weight - The weight of the parcel(s) to be picked up.

• Weight… - Opens the Dimensional Weight Calculator. See Dimensional Weight Calculator.

Delivery

• From -  The time and date the created orders cannot be delivered before.

• When the From time should be.

  • Same Day

  • Next Day

  • Nxt Weekday 

• To -  The time and date the parcel must be delivered by. 

• When the To time should be.

  • Same Day

  • Next Day

  • Nxt Weekday 

Force Location Scan

Require the driver to scan a location barcode in the Driver App, when completing the order. Selection options include: "None", "Upon Arrival", "Upon Departure", or "Both". See Force Location Scan in the Driver App (Nextstop 3).

• Pickup

• Delivery

Labels

Label(s) to be used for reporting purposes. See Labels (Classic Operations App).

Order Comments

General notes about the recurring order.  

Not displayed in the Driver App or the Client Portal.

Item

Items being charged on the create orders. 

Quantity

The quantity for the Item listed.

Price

The price of the item. It is automatically be calculated and entered, but can be edited with proper "Order" permissions. 

Driver

A specific driver to be paid on the item for multiple driver orders.  All the commission on the item will be given to the selected driver, overriding any percentage split that may be applied under the Driver tab.

Comments

Comments or notes for the item. 

Rate Explanation

Click to display the Item Rate Details for the item which shows how the item rate was calculated. 

$

This is not used on the recurring order form.

Driver

Selected driver(s) for the created orders. 

Percent

The percentage value is used to calculate how much the driver will be paid. This value will default to 100% when a driver is selected. 

Pay Amount

The amount the driver will be paid. 

Settlement Number

This is not used on the recurring order form.

Required Input

Add New

Click the button to add a new specific driver prompt for the driver when he/she picks up and/or delivers the created orders. See Driver App Required Driver Input. 

Required Input

The prompt to display for the driver.

Response

The driver's response.

Timestamp

The timestamp when the driver responded.

Event

When the prompt will appear. 

• Pickup

• Delivery.

Type

The type of note.  Default note types include:

• Bill Note

• Email Note

• Phone Note

See Note Types (Classic Operations App).

Email

If checked, the note will be emailed to the email address in the Email field on the recurring order form when using [OrderNotes] in a message format associated with the customer. See Message Formats (Classic Operations App) and Customers - New/Edit Customer. 

Note

The note. Click here to add or edit the note. 

Departure

Airport

The airport code of the airport the flight is departing from.

Carrier

The name of the airline of the departure flight.

Flight

The flight number of the departing flight.

Time

The time of the departing flight.

Type

The type/model of the departing flight airplane.

Distance from Origin

The distance from the "Origin Address" of the recurring order to the airport.

Arrival

Airport

The airport code of the airport the flight is arriving at.

Carrier

The name of the airline of the arrival flight.

Flight

The flight number of the arrival flight.

Time

The time of the arrival flight.

Type

The type/model of the arrival flight airplane.

Distance to Destination

The distance from the airport to the  "Destination Address" of the recurring order.

Airbill Number

The Airbill Number for the charges of the flight.

Carrier Charges

The total charges for the flight.

Comments

Comments related to flight information. Clicking on the arrow icon  will open the comments in a separate window for easy editing.