Tips and Tricks
Sometimes, the little things make a big difference. We’ve got a few little tips and tricks to share, that can help you use the operations application like a pro!
General Tips
These handy tips give you the ability to find out more information about the area of the application you’re in. Try them out, anywhere in the operations application.
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Quick Jumps Between Records
Jump between related records when you need to see information in multiple places.
Navigation Buttons
The back and forward buttons in the toolbar let you move between the last sections you visited.
Explore Nav Buttons
Operational Tips
When using the software daily, these tips can help improve efficiency and usability.
Wildcard (%) Character in Search Fields
Order Jumping with Function Keys
For faster order entry, you can use the function keys (typically at the top of your keyboard) instead of the mouse to move between fields on the order form. The associated keys are listed next to the field name.
Order Type Tester
Use the Order Type Time Tester to confirm the time windows and hours of operation set up in your order types will work as expected.
This tool simulates the time windows of an order, to check that the order can be created and completed within the desired days and times.
Distance Override
Google is an industry standard when it comes to address validation and distance calculation. However, nothing is perfect. If the calculated distance on an order is incorrect, it can be overridden.
Double-click the Distance on the order status bar to open the Override Calculated Distance window. Fill in the desired distance and click OK to override the Original Calculated Distance.
Read Worthy Articles
For more extensive walkthroughs and comprehensive information, check out our knowledge base!
Classic Operations App manual. Read more...
The Order Type Tester allows you to confirm the time windows and hours of operation set up in X Dispatch will behave as expected when adding or editing order types. Read more...
Checkpoint
Test your knowledge with this checkpoint.
Click the “View Questions” button when finished to see additional detail about each question and answer.