Order Types
- Michelle Cabaya
This page is for the Operations App. For the Classic Operations App please see Order Types (Classic Operations App).
- 1 How to Create a New Order Type
- 2 How to Copy an Order Type
- 3 How to Edit an Order Type
- 4 How to Delete an Order Type
- 5 Order Type Form Tabs
- 5.1 General
- 5.2 Hours of Operations
- 5.3 Fleet Assignments
- 5.3.1 Override Fleets
- 5.4 Service Type Filters
- 5.4.1 Example:
- 5.5 Translations
- 5.6 Time Window Adjustments
- 5.7 How to Add a New Time Window Adjustment:
- 5.7.1 Example:
- 5.8 Required Driver Input
- 5.9 RO Services
- 6 Action Menu
- 6.1 Time Tester
- 6.2 Audit Trail
- 6.3 Deactivate/Activate
Order types define the timing and level of service for on demand orders.
To get to the Order Types section, go to Maintenance > Order Types.
How to Create a New Order Type
Go to Maintenance > Order Types.
Click the + button in the top right.
How to Copy an Order Type
Go to Maintenance > Order Types.
Click the action menu at the end of the row of the order type you would like to copy.
Select Copy.
How to Edit an Order Type
Go to Maintenance > Order Types.
Click the order type you would like to edit or click the action menu at the end of the row and select Edit.
Quick Tip
You can open 2 edit forms by selecting the checkboxes of the order types and clicking the edit pencil icon in the top right.
How to Delete an Order Type
Go to Maintenance > Order Types.
Check the checkbox of the order type(s) you would like to delete.
Click the delete button in the top right.
Order Type Form Tabs
General
Field Name | Description |
|---|---|
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".
|
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 Nextstop, X Mobile or in dispatch. |
Require verification before | Check the box to require verification on an order before the selected action.
|
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. |
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 or operations to determine if order type is available when the order is placed and determines the estimated delivery time.
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 ExampleThe 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 WithinIf 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 WithinIf 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. |
If checked, automatically prints dispatch ticket. See Dispatch Tickets - New / Edit 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 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.
|
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. |
| The time before pickup that a future order becomes an active order and is displayed on the active dispatch board. |
| Amount of time before "Pickup within" deadline that an order is displayed as yellow on dispatch board. |
| Amount of time before "Delivery within" deadline, that an order is displayed as yellow on dispatch board. |
| Send order dispatch message to the driver.
|
| 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".
|
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 |
|
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. |
Hours of Operations
This section is divided into Dispatch, orders placed in the Operations App and the Client Portal.
Select the day and enter the From and To times orders using this order type are allowed, and optionally Service on specified holidays. See Holidays.
Fleet Assignments
Default Fleet and Override Fleets setup.
Override Fleets
Field Name | Description |
|---|---|
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 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" or "Economy" allows the "Flat Rate" 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 web services.
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:
Enter a location in the Location begins with field.
Click the Get Details button.
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 in the Operations App.
Click the Add a Prompt button to add a new required driver input. See Nextstop 3 Required Driver Input for more information.
RO Services
RO Services tab allows you to include or restrict vehicle classes from the Assisted Dispatch "Recommended Drivers" list by selecting which vehicle class drivers are associated with will be considered. Note: Drivers will still need the “Enable Driver" checkbox checked in their driver record RO Services tab.
Action Menu
Time Tester
The Time Tester can be accessed by clicking the action menu at the bottom left of the form. This allows you to confirm the time windows and hours of operation set up will behave as expected. See Order Type Tester for more information.
Audit Trail
The audit trail displays changes made to the order type record as well as which user made the changes and when.
Deactivate/Activate
Deactivating an order type prevents the order type from appearing anywhere else in the application. A deactivated order type is not deleted, it's simply made unavailable until activated again.