Order Types (Desktop Operations App)

Order types in X Dispatch define the timing and level of service for on demand orders.

Go to MaintenanceOrder Types.

How to Add a New Order Type

  1. Go to Maintenance > Order Types.
  2. Click the New button.

Alternate steps:

  1. Click the arrow next to the New button, or press the N key.
  2. Click Order Type, or press the T key.

How to Edit an Order Type

  1. Go to Maintenance > Order Types.
  2. Double click the order type you would like to edit.

How to Copy an Order Type

Translations and Required Driver Inputs are not copied over.

  1. Go to Maintenance > Order Types.
  2. Right-click the order type you would like to copy.
  3. Click Copy.
  4. Enter an Order Type ID.

Alternate steps:

  1. Go to Maintenance > Order Types.
  2. Click the order type you would like to copy.
  3. Press the CrtlC keys.
  4. Enter an Order Type ID.

Time Tester

The Time Tester button is located on the bottom left of the window. This allows you to confirm the time windows and hours of operation set up in X Dispatch will behave as expected. See Order Type Tester (Desktop Operations App) for more information.

Field NameDescription
Pickup
(From)
The "Pickup From" time and date to test this order type with. This is usually the date and time of order placement.
Pickup
(To)
The "Pickup To" time will reflect how the order will calculate the pickup window when placing an order in X Dispatch, based on the specified Pickup From time and day.
Delivery
(From)
This will reflect the "Delivery From" time for an order placed using the Pickup From time entered above.  This will allow you to fine tune the order types times.
Delivery
(To)
This field will reflect the "Delivery To" time for an order placed in X  Dispatch using the order type and Pickup From date and time.
DistanceThe "Distance" in miles.

How to Use the Time Tester

You can change / test various Pickup From times and click "Recalculate Time" to confirm the Pickup To and Deliver times calculate as expected. 

  1. Enter a time and date in the Pickup From field.
  2. Enter the number of mile in the Distance field.
  3. Click the Recalculate Time button.

Order Type Form Tabs

General

Field NameDescription
Order TypeID, or unique numerical value of order type. 
DescriptionBrief 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 AccountCorresponds with General Ledger code in QuickBooks. See GL Accounts (Desktop Operations App).
Driver SplitUsed 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.
Display OrderManual override of displayed order type sequence.
Tax ExemptIf checked, removes applicable sales tax from order.
Require delivery before invoicingIf checked, an order must be marked as delivered before it can be invoiced
Automatically Confirm OrderAutomatically confirms order without having to select order as confirmed in Nextstop, X Mobile or in dispatch.

Require verification before 

"Require verification before invoicing" for X Dispatch 20.0 or older.

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. 

Only the "Address" field is used for this check.

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 thanIf 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)

Requires X Dispatch 20.0 or newer.

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 or 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
 Click here to see Next Day examples...

The following examples are based on Hours of Operation set from 6am to 6pm Monday through Friday and the "Next Day" set for Deliver.

On Demand Example

The Pickup To, Deliver To,  Pickup Within, and Deliver Within times will be set to the next day with hours of operation. If an order with a 2 hour Pickup Within, a 4 hour Deliver Within is placed at 2pm, the Pickup To time is set to the following day at 4pm and the Deliver To time is set to the following day at 6pm. The Pickup/Deliver From times would remain 2pm on the day the order was placed.

Scheduled and Distribution Examples without Pickup Within

If an order is scheduled for 9am with a Ready By time of 10am and Deliver By time of 4pm, the Pickup To and Deliver To times will be set to the following day at 4pm. The Pickup/Deliver From times would remain 9am on the day the order was placed.

If an order is scheduled after 10am with a Ready By time of 10am and Deliver By time of 4pm, the Pickup To and Deliver To times are pushed two days, unless the day falls on a day outside your hours of operation. Therefore an order scheduled at 10:01am Monday it would set both Pickup/Deliver To times for Wednesday at 4pm. An order scheduled Tuesday for 10:01am would set both Pickup/Deliver To times to Thursday at 4pm. An order scheduled for Thursday or Friday at 10:01am set both Pickup/Deliver To times to Monday at 4pm.

Scheduled and Distribution Example with Pickup Within

If an order is scheduled at 9am with a Ready By time of 10am, a Deliver By time of 4pm, and the Pickup Within option is set to 30 minutes, the Pickup To time is set to 9:30am to account for the 30 minute pickup within window. The Deliver To time be set to 4pm the following day. Note that if the Pickup Within time was set to 1 hour and 30 minutes, a time that would exceed the original Ready By Time, the Pickup To time would be set to 10:30am the following day, and the Deliver To Time would be set to 4pm. The Pickup/Deliver From Times would remain the time designated on the order which was 9am. 

Print

If checked, automatically prints dispatch ticket. See Dispatch Ticket

Allow Email POP and POD to customerIf 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.

Internet users must have the Show Deliver By time enabled on their internet user record to see this delivery time in Rapidship. In the Legacy section, or X Dispatch 19 or older, the option is Hide Deliver By time that needs to be unchecked.

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 Rapidship or X Internet orders.

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 Nextstop.

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 Nextstop. 

  • Dispatch show time

The time before pickup that a future order becomes an active order and is displayed on the active dispatch board.

Orders outside the "active" order time frame are displayed as "future orders" and can be viewed by right-clicking the on demand dispatch board and selecting "Toggle current/future orders".

  • 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

Send order dispatch message to the driver. 

  • Never 
  • Always 
  • Prompt dispatcher (email only) 
  • 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
Time TesterSee Time Tester above.
OKCloses order type form. Changes are saved without the requirement to "Apply".
CancelCloses order type form. No changes are saved.
ApplySaves 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. 

Deactivated order types are removed from the order types table (Maintenance > Order Types), but can be visible by enabling the "Show All" in the toolbar.

DeleteCompletely 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

Field NameDescription
Service Sunday fromHours order type is available on Sunday. If unchecked, orders using this order type not allowed at all.
Service Monday fromHours order type is available on Monday. If unchecked, orders using this order type not allowed at all.
Service Tuesday fromHours order type is available on Tuesday. If unchecked, orders using this order type not allowed at all.
Service Wednesday fromHours order type is available on Wednesday. If unchecked, orders using this order type not allowed at all.
Service Thursday fromHours order type is available on Thursday. If unchecked, orders using this order type not allowed at all.
Service Friday fromHours order type is available on Friday. If unchecked, orders using this order type not allowed at all.
Service Saturday fromHours order type is available on Saturday. If unchecked, orders using this order type not allowed at all.
Service on specified holidaysSee Holidays (Desktop Operations App).
Enable X Internet serviceEnable or disable Rapidship or X Internet service for order type.
Daily "from" fields (Sun-Sat)Same as above except used for order types in Rapidship or X Internet
Service on specified holidaysSee Holidays (Desktop Operations App).
Time TesterSee Order Type Tester (Desktop Operations App).

Fleet Assignments

Field NameDescription
Default FleetDefault fleet to which parcel is assigned without an override.
Dispatch ZoneThe identifier for the corresponding DispatchZone in Maintenance > Zones.
FleetFleet to which order is assigned overrides default fleet assignment.
Printer Lookup TextNo longer used.

Service Type Filters

A grouping mechanism for filtering which order types will be available for an order. See Service Types (Desktop Operations App) to add Service Types to this list.

Check each service type you would like your order type to be available for.

Example:

Selecting service types "Standard", "Rush", or "Economy" allows the "Same Day" order type to be selected.

Translations

Allows a name to be used as an order type instead of the order type id when using the X Web service.

How to Add a Translation

  1. Click the Add button.
  2. Enter the translation.
  3. Click the OK button.

How to Delete a Translation

  1. Click on the translation you would like to delete.
  2. Click the Remove button.

Time Window Adjustments

Time window adjustments only affect the Distribution and Scheduled Business lines, from the General tab, based on location. All-time window adjustment rate zones can be overwritten.

How to Add a New Time Window Adjustment:

  1. Enter a location in the Location begins with field.
  2. Click the Get Details button.
  3. This will display the following fields: Origin ZoneDest ZoneOrigin Adjustment and Dest Adjustment. The Origin and Dest Adjustment fields are in seconds and can be positive or negative.

Example:

1 minute Origin Adjustment and a Dest Adjustment of -1 minutes:


Required Driver Input

Requires X Dispatch 17.1 or newer.

Required Driver Inputs created on an order type will automatically be added to newly created orders using that specific Order Type in X Dispatch.

Click the Add New button to add a new required driver input. See Nextstop 3 Required Driver Input for more information.