The global Options menu is where your company sets information, configuration selections, and customizations for the software (including the Operations App and Client Portal).
Company
Field Name | Description |
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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:
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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 |
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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:
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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 |
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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:
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Resolve surcharge conflicts by | How to handle surcharge conflicts. Select from:
Quick Tip: When "Use highest surcharge amount" is selected and the surcharge amount is negative (is a discount), the system will use the smaller discounted value. |
Credit Card Processing | |
Disabled | Payments are not allowed. |
Plug'n Pay Processor | Use Plug'n Pay Processor as payment method. This is required for Cloud customers to accept credit card payments. 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. Unchecking this box may cause problems processing credit cards. |
PayPal Payflow Pro | Use PayPal Payflow Pro as payment method. PayPal Payflow Pro is for on premise customers only and limited support is provided by CXT Software. |
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:
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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.
Quick Tip: If you change this option after the Start Past Due Warning and/or Start Credit Hold selections have been made, change the field selection(s) back to "Never" to update the options. |
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 |
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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. This excludes the built-in capabilities, Distance, Base Rate, Waiting Time, Loading Time, Pieces, and Weight. |
Enforce capabilities when ranking | This will take in to account the drivers capabilities when ranking the drivers for an order. This excludes the built-in capabilities, Distance, Base Rate, Waiting Time, Loading Time, Pieces, and Weight. |
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.
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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.
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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 |
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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.
Field Name | Description |
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Welcome message | Welcome message displayed in Rapidship Client. |
Update URL | Auto populated. Do not change. |
Company Logo | Company image displayed in Rapidship Client. Choose between images uploaded to the Operations App. |
Shipping Label | Image displayed on shipping label. Choose between images uploaded to the Operations App. |
Internet Options
Options are for the Client Portal, X Internet, and Web Services.
Field Name | Description |
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Tracking Display | |
Null Pickup Time as | If not checked, the "Picked Up" status will not be displayed on the order tracking page on your website until the order has been marked as picked up in the Operations App. If checked, the "Picked Up" status on your website will always be displayed on the order tracking page with the caption set here. Once the order has been marked as picked up in the Operations App, the caption on your website will be replaced with the actual pickup date/time. |
Null Delivery Time as | If not checked, the "Delivered" status will not be displayed on the order tracking page on your website until the order has been marked as delivered in the Operations App. If checked, the "Delivered" status on your website will always be displayed on the order tracking page with the caption set here. Once the order has been marked as delivered in the Operations App, the caption on your website will be replaced with the actual delivery date/time. |
Addresses | Allow user to see both pickup and delivery addresses for the order they are tracking. |
Total Charges | Allow user to see "Total Charges" for the order they are tracking. |
Driver Photo(s) | Display driver photo(s) on your website. |
Estimated Time of Arrival (ETA) | Allows Client Portal users to see the calculated ETA on orders and route stops through the Track Order page. |
Global | |
Date Display Format | Format how the date will display in when logged in to your website. Select from:
If this field is updated, you will need to create a support ticket to restart the WebService for the changes to appear. |
Time Display Format | Format how the time will display in when logged in to your website. Select from:
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 in MB allowed for an attachment that can be uploaded to your website. |
New User Template | Select a default template for new users. |
Invoices Online | Allow invoices to be viewed on your website. |
Create New Account | Allow Client Portal users to create new customer accounts online through the Client Portal's register page. |
Orders | |
Disable Google Places Search | Removes Google Place Search for all users. |
Require Parcel Type | Require users to select a parcel type when placing an order on your website. |
Allow Parcel Entry - Rapidship | Allow users to add parcels to orders in the Client Portal. When unchecked, all parcel verbiage will be removed in the Client Portal. |
Contactless Service Options - Rapidship | If enabled, allow Client Portal users to select a contactless pickup and/or delivery option whenever signatures are not required. |
Require Pieces w/ Default | Require pieces and set a default number of pieces when placing an order on your website. |
Require Weight w/ Default | Require weight and set a default weight when placing an order on your website. |
Edit Order | Allow internet users to edit orders in the Client Portal until the selected status event. Quick Tip: This can be changed on an internet user level. See Internet Users (Classic Operations App)
* “Until Pickup” is defined as when the driver marks the order as “Arrived”. |
Cancel Order | If enabled, allow internet users to cancel orders in the Client Portal until the selected status event. Quick Tip: This can be changed on an internet user level. See Internet Users (Classic Operations App)
* “Until Pickup” is defined as when the driver marks the order as “Arrived”. |
Enforce Address Validation | If, or which, online orders require validated addresses. This applies to orders placed in the Client Portal or created through API web services. It does not apply to orders placed in the Operations App.
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Require Package Info | Require the “Package Info” field for all Client Portal users and set whether the requirement is also enforced for API internet users.
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Display Driver Location | If, or when, driver location will be displayed in the Client Portal. This can be over-ridden on the customer or internet user level. See Driver Location in the Client Portal.
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Orders w/RSR | Requires Route Subscription. Editable when Edit Order is enabled. Whether or not the associated route stop will be automatically deactivated or left active when a Client Portal user makes edits to the order type on orders that have been run through route sort rules.
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Allow orders to be entered where the destination zip is not found within the Best Rate Details | Allow users to enter orders where the destination zip code is outside of what the Best Rate Details specifies. |
Zip Code not found in Rate Chart Error Text | Display customized text when a zip code is not found in the Rate Chart. |
Credit Exceeded Message | Message displayed when the user goes over their credit limit. |
Display Delivery Release as | If checked, the text defined in this field is automatically added to order's destination comments during order entry. |
X Internet Options | |
Origin Remarks Caption | Use this field to customize the origin remarks caption. |
Origin Remarks Description | Add additional text that displays above the origin remarks to assist customers placing an order. |
Destination Remarks Caption | Use this field to customize the destination remarks caption. |
Destination Remarks Description | Add additional text that displays above the destination remarks to assist customers placing an order. |
Internet Status | |
On/Maintenance/Off Hours | Select the status of your website.
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If "Off Hours" is selected, enter an email address where to send the notification an order placed when your site is in the "Off Hours" status. You can leave this blank if you do not want an email to be sent. | |
Message Format | If "Off Hours" is selected, select the message format of the email that will be sent to the email address in the previous field. |
Auto Dispatch Driver | If "Off Hours" is selected, select a driver to auto dispatch orders placed when your site is in the "Off Hours" status. |
Misc
Field Name | Description |
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General | |
Enable spell check | Enables spell check when entering text into the Operations App, such as order remarks, origin comments, destination comments, etc. |
Display Reminders at random | Randomizes "Tip of the Day" pop-ups. If it's not checked, tips show in the order they were entered. This option is set for the local computer only, it is not a global setting. |
Use server time on workstation | When checked, the Operations App uses server time instead of workstation time. This option is set for local computer only, it is not a global setting. |
Enable 'Due From' on Orders | Allows manual adjustment of "Due From" time on orders. |
Enable SMS Text Notifications | Allow email fields to also accept phone numbers, so users can receive status update notifications via SMS text messaging. Additional fees apply for text messaging services. See API and SMS Pricing. |
Enable sales tax processing | Enables sales tax usage during order rating. Sales tax still must be set up under Maintenance > Sales Tax. |
Allow blank destination on orders | Allows saving of orders without a destination address. When using this option, a base rate item must be manually added to the Charges tab of the order. |
Item Comments Classic Mode | When enabled, this feature automatically adds comments to order items on the Charges tab describing how the charge was calculated. |
Enable Embedded Fonts for AR | Enable embedded fonts for active reports. |
Enable Parcel Refrigeration Types | Enable the "Parcel Refrigeration Type Enforcement" field within Maintenance > Parcel Types that controls whether a Driver App user is required to select a refrigeration type of Frozen, Refrigerated, or Room Temperature on specific parcel types. |
Sales Tax Evaluate | Select how to evaluate sales tax. |
Display last ___ (qty) orders on main orders form | Sets number of orders displayed in the Operations App "Orders" screen. The maximum number of orders allowed is 1000. |
Customer ID Algorithm | Sets how the Generate ID feature works that is used to create a system-generated customer number when adding a new customer. Two options are available:
|
Customer Options | |
Enable Customer Inactivity Warning ___ days | Warn CSRs of customer inactivity after a configurable number of days. |
Enable Alternative Lookup | Allow alternate lookup. See Customer Alternate Lookup for more information. |
Driver Pay Chart Options | |
Enable driver pay charts | If enabled, this option makes visible driver pay charts in: Customer > Accounting tab:
Human Resources > Advanced tab:
Driver pay charts allow the disconnection of delivery personnel pay from order rates. A separate pay chart is created to which "Human Resources" or "Customers" are pointed. When the delivery person is paid, if pay charts are setup for their "Human Resource" or for the order's "Customer," the pay is calculated using it instead of the order's rate. By default, customer pay charts override human resource pay charts, however this logic can be reversed by using the "HR Pay Charts Override Customer Pay Charts" option described below. |
HR Pay Charts Override Customer Pay Charts | If driver pay charts are enabled using "Enable driver pay charts" option above this option is visible. When enabled, if a pay chart is defined in "Human Resources" it overrides the pay chart (if defined) setup for customer. The end result is the delivery person is always paid from the "Human Resources" pay chart, not the customer pay chart. If enabled, this option causes ALL driver pay to be calculated using the Human Resource pay chart, regardless of whether a pay chart is specified for the customer or not. |
Auto-calculate surcharge driver pay on live orders with manual user overrides | If enabled and using driver pay charts, when a driver's base rate pay has been manually overridden on a live order, the surcharge will be auto-calculated off of the overridden base rate amount instead of the original driver pay chart calculation. If disabled and using driver pay charts, the driver surcharge pay is always based off the associated driver pay chart and not off the manually entered driver base rate on the live order. |
Watermark Options | |
Image | The background image that displays behind signature wherever a signature image can be viewed. (Operations App, legacy X Internet and Remote Order Entry products, etc.) |
Opacity | Sets opacity (transparency) level of "Watermark Image" wherever it is viewed. This adjustment allows image to be somewhat "faded out" so it doesn't interfere with signature. |
Test Watermark | Displays what signature looks like with the watermark image. |
Signature Max Height | Enter the max height in pixels of your signature. |
Signature Max Width | Enter the max width in pixels of your signature. |
Ensenda Options | |
Courier ID | Courier ID provided by Ensenda to those delivery companies performing Ensenda work. |
Ensenda URL | URL provided by Ensenda to those delivery companies performing Ensenda work. |
Carrier ID | Carrier ID provided by Ensenda to those delivery companies performing Ensenda work. |
Agent ID | Agent ID provided by Ensenda to those delivery companies performing Ensenda work. |
International Options | |
Default to Canadian Addresses | Sets default drop down box to "Can Address" when entering and validating new addresses. |
XTracking MP Options | |
Password | Password used by Cloud Clients who also have MapPoint on their local workstation and want to interface Cloud Client with MapPoint. The password set here must also be entered into the "X Tracking" settings in MapPoint. CXT Software has limited support for using MapPoint with Cloud Client. |
Password Confirm | Retype same password entered in previous "Password" field. |
X Route
Field Name | Description |
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Rate Surcharge | |
Surcharge Item | Sets surcharge item for routed work. |
Customer Surcharge % | Sets surcharge percent on routes, this change is global and affects all routes. |
Driver Surcharge % | Sets driver's surcharge percent. This change is global and affects all routes. |
Driver Surcharge based on | What the Driver Surcharge % will be based on. This can be overridden on each route via Route Planning. See Planning - New/Edit Route.
|
Print Barcodes | |
All stops | Sets option to print barcodes for all stops on a route. |
Route stops only (On demand stops and stamps excluded) | Sets option to only print stops created by contract stops, and not print stops created by route stamps or on demand orders moved to route. |
Stop Time Settings | |
Enable Min/Max Automatic Time Calculation | Allow auto calculation, +/- preferred time, when adding a new contract stop. |
Minimum Time Offset (minutes) | Minimum time is auto calculation is enabled. |
Maximum Time Offset (minutes) | Maximum time is auto calculation is enabled. |
Misc. Settings | |
Allowed number of days to view posted route stops | This will be applied to users with the Restricted Viewing for Posted Route Stops (Options→X Route) permission enabled. See How To Prevent Users from Viewing or Modifying Past Posted Route Stops Set the number of days in the past a user is able to view posted route stops. Enter "0" to not allow a user to view any posted route stops. |
Allowed number of days to edit posted route stops | This will be applied to users with the Restricted Editing for Posted Route Stops (Options→X Route) permission enabled. See How To Prevent Users from Viewing or Modifying Past Posted Route Stops Set the number of days in the past a user is able to edit posted route stops. Enter "0" to not allow a user to view any posted route stops. |
Enable Route Sort Rules (enables on demand orders to sort onto routes) | Allow Route Sort Rules. See Route Sort Rules - New / Edit Route Sort Rule for more information. |
Display POD Name on Route Manifest | Adds a POD column to the route manifest. |
Enforce address validation when using web service | When enabled, route stops being created through the web service will have address validation enforced. For web services only. |
Mobile
The Mobile tab contains settings for the mobile app.
Hover over each option under Updates from parcel scanning for on demand orders or Updates from parcel scanning for route stops for a detailed description of each setting.
Click the Mass Driver Logout button in the Driver App Logout section log out all mobile users that currently have a Driver App session.
Nextstop Version allows you to select the minimum version of the Driver App that drivers are allowed to use. Selecting “CXT Driver 3+” and “Newest ver. only” allows you to require drivers to always have the most current version of the Driver App.
HR
Field Name | Description |
---|---|
User Definable Fields | |
Field Name | These are all user definable fields used to change the field name of fields in the User Data section in the Misc tab of human resource records. See Human Resources - New / Edit Human Resource. |
User Definable Date Fields | |
Description | These are user definable date fields found on the Dates tab of human resource records. See Human Resources - New / Edit Human Resource. |