Adding CX Service Details to a booking
Specific CX requirements can be entered during booking creation or as the job is edited via the Control screen.
Instructions
Do one of the following:
If entering CX details at booking creation, click the Service Details button next to the Service drop-down.
The options that you see by default are controlled in Admin settings. Talk to you topbox Administrator to change these.
If the booking is on the Control screen, click the action menu > Edit Booking, and then click Service Details.
Complete the required fields:
Field | Description |
|---|---|
CX Suggested Vehicle | This option marks the job in CX as requiring the suggested vehicle. Drivers whose vehicles do not meet these requirements should not submit quotes. |
CX Body Type | This option marks the job in CX as requiring the suggested body type. Drivers whose vehicles do not meet these requirements should not submit quotes. |
CX Freight Type | This option marks the job in CX as requiring the freight type. Drivers who cannot meet these requirements should not submit quotes. |
CX Packaging Type | This option marks the job in CX as requiring the suggested packaging. Drivers who cannot meet these requirements should not submit quotes. Selection of this field sets the No. of Items field to mandatory where a number of 1 or above must be entered. |
CX Dimensions | This option marks the job in CX as requiring a vehicle that supports the total dimensions of the package(s). The dimensions entered must account for all packages if multiple items are requested. Drivers whose vehicles do not meet these requirements should not submit quotes. |
CX Items | This option marks the job in CX as requiring collection for the No. of items entered that have the combined Gross Weight. |
CX Notification Radius | This option makes the job available only to drivers within the radius selected. The maximum distance is 30 miles. |
CX Additional Options | This option marks the job in CX as requiring the additional options. Drivers who cannot meet these requirements should not submit quotes. Proof-of-delivery hard copies requiredThis option marks the job as requiring POD hard copies in the CX Driver's email notification and app load notes. Include Address Notes in CX Driver Pool:This option makes visible any stop address notes for drivers in the CX quoting pool. Include Address Notes for Allocated CX DriverThis option hides any stop address notes for drivers in the CX quoting pool. If notes were entered they are sent only to Allocated CX drivers. |
Click Save.
Result
The CX service details have been added to the booking and will be visible to quoting CX drivers when allocated to CX. See Allocating a CX driver for more information.
Validation of options
Currently no validation is performed on the various combinations of service types that are entered. However CX does not always accept some combinations of service. If you cannot allocate you booking to CX and a red error produces, please check your combination of options.