Order Types (Classic Operations App)

Owned by Michelle Cabaya
Last updated: Jun 14, 2024
10 min read

This page is for the Classic Operations App. For the Operations App please see Order Types.

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

Go to Maintenance > Order 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 Crtl + C 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 set up of time windows and hours of operation will behave as expected. See Order Type Tester (Classic Operations App) for more information.

Order Type Form Tabs

General

Field Name

Description

Field Name

Description

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". 

  • 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 (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.

  • 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 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. 

  • Today No Rollover

  • Today With Rollover

  • Next Day

  • Next Weekday

  • Two Weekdays

  • Three Weekdays

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 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.

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

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 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. 

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

Field Name

Description

Field Name

Description

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

See Holidays (Classic Operations App).

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

See Holidays (Classic Operations App).

Time Tester

See Order Type Tester (Classic Operations App).

Fleet Assignments

Field Name

Description

Field Name

Description

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.

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 Zone, Dest Zone, Origin 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

Required Driver Inputs created on an order type will automatically be added to newly created orders using that specific order type.

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