Global Options
- Michelle Cabaya (Unlicensed)
- Cooper Blakemore
- Amy Mangueira
- 1 Company
- 2 Order
- 3 Accounting
- 4 Dispatch
- 5 Reports
- 6 Rapidship Client
- 7 Internet Options
- 8 Misc
- 9 X Route
- 10 Mobile
- 11 HR
The global Options menu is where your company sets information, configuration selections, and customizations for the software (including the Operations App and Client Portal). It’s accessed from the top toolbar of the Operations App.
Company
Field Name | Description |
|---|---|
CXT Customer ID | CXT Software customer ID. Assigned by CXT Software and cannot be modified. |
Company Location ID | Used to identify company location id number. |
Name | Company name. This information is used throughout the Operations App. |
Address | Company address. |
City, State, Zip | City, State, and Zip of where your company is located. |
Phone | Company phone number. This field is required. This information is necessary so drivers can reach customers if needed. |
Fax | Company fax number. |
Web Address | URL for company web site. |
Main email address. | |
Shipping Label | Two options:
|
Scanned Docs URL | Deprecated field. |
Invoice Database File(Button) | Deprecated field. |
Reports Database File(Button) | Deprecated field. |
Server Postal Code | Postal code where the database server is physically located. If this field is updated, you will need to create a support ticket to restart the WebService for the changes to appear. |
Maximum Attachment Size (MB) Allowed | Maximum size of a single file that can be uploaded into the Classic Operations App, Client Portal, and Operations App. (Maximum file size can be set to as high as 255 MB) |
Maximum Image Size (MB) Allowed | Maximum size of an image file that can be uploaded into the Classic Operations App, Client Portal, and Operations App. (Maximum file size can be set to as high as 99 MB) |
Automatically Compress Larger Images | Automatically compress images larger than the "Maximum Image Size Allowed". |
Cloud Settings | Amazon S3 settings. Managed by CXT Software. |
Websites Base URL | Company's base URL. This is auto populated and cannot be changed. |
Order
Field Name | Description |
|---|---|
Internet Mapping Options | |
Left Click Mapping | The mapping service used when you left-click on an address in the Operations App. |
Right Click Mapping | Mapping service used when you right-click on an address in the Operations App. |
Defaults | |
City | "Default City" when taking a new address. |
State | "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. |
Treat Polygon Zones Records as Override | Allow Polygon Zones to override zip code or zone pairs, when zone rating in Rate Charts. |
Use ____ when calculating charges for distances | How to calculate the charges for distances. Select from:
|
Allow zero pieces on orders | Allow orders to have 0 pieces. |
User Definable Fields | |
Field Name | The name that is displayed for each "User Field" on an order. See How to Set Up User Definable Fields for Orders. |
Wait Time Items Quick Tips: Wait Time Items that are set here are not editable by mobile and internet users. | |
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) | Length of time before the pickup wait time item is added to the order. Example: 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) | Length of time before the delivery wait time item is added to the order. Example: 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. |
Check for Duplicate Orders | |
Check for Duplicate Orders | Check for duplicate orders. |
Duplicate Order Check Threshold (Minutes) | Maximum number of minutes used to check for duplicate orders. |
Override Shipping Label Reply Email | |
When enabled, shipping label replies will be sent to the email address entered. This applies to the Operations App and Client Portal. When disabled, shipping label replies will be sent to the email on the customer record, if that is blank then it will be sent to the fleet dispatch email, and if that is blank the default dispatcher email. | |
Accounting
Field Name | Description |
|---|---|
Global GL Account (Peachtree) | This must match the GL account you have set up in Peachtree. |
Allocate Revenue for Business Unit by | How to assign revenue for business unit. Select from:
|
Resolve surcharge conflicts by | How to handle surcharge conflicts. Select from:
|
Credit Card Processing | |
Disabled | Payments are not allowed. |
Plug'n Pay Processor | Use Plug'n Pay Processor as payment method. For more information on how to sign up see Setting Up Credit Card Processing. |
Host server | Should be set as https://pay1.plugnpay.com/payment/pnpremote.cgi |
User ID | User ID provided for by Plug'n Pay. |
Password | Remote client password set up in Plug'n Pay. |
Use auth method to validate credit card | Required for processors who need to process credit cards with the auth method. |
PayPal Payflow Pro | Use PayPal Payflow Pro as payment method. |
Host server | Should be set as payflowpro.paypal.com. This can be selected by using the drop down arrow. |
Merchant partner | The Merchant partner you have set up with PayPal. |
Vendor ID | The Vendor ID you have set up with PayPal (Contact PayPal for assistance with setting up an account). |
Password | Password that goes with your Vendor ID. |
Convert Customer Cards to Plug'n Pay | Opens the Credit Card Conversion Wizard to convert credit cards from PayPal PayFlow Pro to Plug'n Pay. |
Enforce X Dispatch Credit Limit | How you would like to enforce the Operations App credit limit. Select from:
|
Enforce X Internet Credit Limit | Select how you would like to enforce the X Internet credit limit. |
QuickBooks Online | |
Enable Two-Way Integration | Enables two-way sync with QuickBooks. When setting up, check the checkbox and click the Connect to QuickBooks button below. See Connecting and Syncing QuickBooks Online. |
Accounts Receivable Aging | |
Aging Type | The type of aging to determine "Past Due" and "Credit Hold" statuses.
|
Start Past Due Warning | These options depend on the selected Age Type and will determine when the customer Account Status will automatically be changed to "Past Due" and/or "Credit Hold" when the account has an outstanding balance and the warning and/or enforcement will start. If "15 Days" Aging Type is selected:
If "30 Days" Aging Type is selected:
If "45 Days" Aging Type is selected:
If "60 Days" Aging Type is selected:
|
Start Credit Hold Enforcement | |
Dispatch
Field Name | Description |
|---|---|
Options | |
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 | Interval that the dispatch board will automatically refresh at. |
Ranked order refresh interval | 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 capabilities on order form | This will take in to account the drivers capabilities on an order form. This also applies when an order is being updated after it has been dispatched. Example: If there is a HAZMAT item in the order that requires approval for a driver to deliver, it would check if the driver has this certification when assigning to an order. Then depending on your selection, it will "enforce" or "warn" the CSR. |
Enforce critical dates | Critical dates are stored in Human Resources that can refer to items such as drivers license, insurance, or immigration expirations and in Vehicles (Classic Operations App) for items such as registration and insurance.
|
Enforce vehicle max dim weight | Max Dim Weight is set on the driver's vehicle on the vehicle record. This setting can be overridden for individual vehicles through the vehicle record’s MDW Enforcement setting.
|
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. |
Tunable Dispatch Parameters See Driver Ranking Configuration for more information. | |
Vehicle Records User Definable Fields | |
Field Name | These are all user definable fields used to customize the field name of fields in the User Data section of vehicle records. See Vehicles (Classic Operations App). |
Reports
Field Name | Description |
|---|---|
Settlement Caption | When running settlements, the caption entered here will display at the top of the settlement. |
Replace Pairs | Find and replace in settlements. |
Text box | CSS to edit the style of your settlements. |
Rapidship Client
Options for Rapidship Client.