General
General settings: company contact data, geocoding, default map, default date after login as well as further system-wide options of the group.
Under Settings › General, the basic, group-wide settings of X4fleet are managed. Here, administrators store the contact data of the organization, control the behavior of geocoding and of the default map, and switch various system-wide functions on or off. The page is aimed at users with administration permissions.
All fields on this page are loaded together and saved together: only when clicking «Save» are all changes on the page applied.
1. Navigation
The general settings are accessible via the main menu under Settings › General. The settings apply respectively to the currently selected group.
2. Company Contact Data
In this area, the master data and contact information of the organization are recorded. Among other things, this information is used in documents and in the application.
| Field | Description |
|---|---|
| Organization | Name of the organization or company |
| General e-mail address of the organization | |
| Dispatcher | Name of the responsible dispatcher |
| Dispatcher phone | Phone number of the dispatcher |
| Website | Internet address of the organization |
| Fax | Fax number |
| Language of the group | Default language of the group |
| Currency | Default currency of the group |
| Logo | Company logo of the organization |
Uploading a Logo
- Select an image file in the Logo field.
- Apply the settings via «Save».
The logo is uploaded when saving and is subsequently available for use in the application.
3. Geocoding
Geocoding converts addresses into geographic coordinates. In this area, you control how X4fleet proceeds with geocoding and which providers (geocoders) are used.
Options
- Activate two-stage geocoding: Activates a two-stage procedure for determining the coordinates.
- Activate waterfall geocoding: Activates the waterfall procedure, in which the providers are queried one after another until a result is available.
Provider Table
The table of geocoders lists all available providers. For each entry, the following options are available:
- Name: Designation of the geocoder provider.
- Order: The providers can be put into a specific order. In waterfall geocoding, they are queried in this order.
- Active: Via a checkbox, each provider can be activated or deactivated individually.
Note: If no geocoder settings exist yet, the system automatically creates a default configuration on first access.
4. Product Summary in Dispatch
Via the multiple selection Product types, you define which product types are shown in the product summary of the dispatch.
The available types are Bulk goods, Liquids, Services, Load units, Shipping units, Articles and Franco. Without a deviating configuration, the two types Bulk goods and Shipping units are shown by default.
5. Collection Point and POI Product History
In this area, additional functions related to locations (POI) and quantity calculation are activated. For each option, an explanatory tooltip is stored in the application.
- Activate collection point: Enables the collection point function.
- Activate POI product history in the app: Activates the display of the product history of a location in the app.
- Calculate required quantity automatically: Activates the automatic calculation of the required quantity.
6. Organization Address
Here, you define the organization address; it can be used, for example, in reports.
7. Default Date After Login
Via this option, you define which date the application is set to by default after login.
Two options are available:
- Last used date: The application opens with the last used date.
- Current date plus offset: The application opens with the current date plus a configurable day offset.
When selecting «Current date plus offset», an additional input field is displayed in which the number of days (offset) is entered. If the other option is selected, this field is hidden again.
8. Further Function Switches
Depending on the enabled modules and permissions, further switches are available.
| Switch | Description | Prerequisite |
|---|---|---|
| Activate location documents | Allows the storing of documents at locations | Module «Location documents» active |
| At least one image required | Requires at least one image per location document | Module «Location documents» active |
| Activate checklists in the app | Activates checklists in the mobile app | — |
| Enforce two-factor authentication | Enforces login with two-factor authentication | Superadmin only |
| Activate fixed day | Activates the fixed-day function (system specialty) | — |
Note: The options for location documents are only shown if the corresponding module is activated. Enforcing two-factor authentication is available exclusively to superadministrators.
9. Saving the Settings
All changes on this page are applied only when clicking «Save». When saving, all areas of the page are saved together; an uploaded logo is transferred at this point.