Quick X Dispatch Order Setup Guide

Set up a customer in X Dispatch

1. Go to Maintenance > Customers and click the New button in the top left, or click the down arrow next to the New button and click Customer.

2. Enter a unique Customer Number. The customer number can be entered manually or generated using the "Generate ID" button  located on the toolbar. Generate ID generates the and ID number based on the "Customer ID Algorithm" setting in the global options' "Misc" tab. See Global Options for more information.

   • Use numbers only.

   • No special characters or letters. 

   • This number cannot be changed once the customer is saved.

3. Enter a Name. 

See Customers - New/Edit Customer for more information.

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Set up a Human Resource Record

1. Go to Maintenance > Human Resources.

2. Click the New button in the toolbar.

Alternate Steps

1. Click the arrow next to the New button, or press the Alt and N keys.

2. Click Human Resources, or press the H key.

See Human Resources - New / Edit Human Resource for more information.

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Set up a driver

1. Go to Maintenance > Drivers.

2. Click the New button in the toolbar.

Alternate steps:

1. Click the arrow next to the New button, or press Alt + N keys. 

2. Select Driver, or press the R key.

See Drivers (Classic Operations App) for more information.

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Create an 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.

See Order Types (Classic Operations App) for more information.

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Create or assign a rate chart to the customer

How to Create a New Rate Chart

1. Click the arrow next to the New button, or press the N key. 

   

2. Click Rate Charts. 

   

3. Select Base Rate. 

See Base Rate Charts - New / Edit Base Rate Chart for more information.

How to Assign a Rate Chart to a Customer

1. Go to Maintenance > Customers.
2. Double click on the customer you would like to assign a rate chart to.
3. Click the Accounting tab.
4. Enter the Rate Chart ID.

See Customers - New/Edit Customer for more information.

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Create a new order

1. Go to On-Demand > Orders.

2. Click the New button, or press the Ctrl + N keys. 

Alternate Steps

1. Click the arrow next to the New button, or press Alt + N keys. 

2. Select Order, or press the O key.

See Orders for more information.

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