|On this page|
The Maintain Customers window can be accessed in the following 2 ways:
- Using the main menu bar: Rate & Pay -> Customers
- Clicking the Customers icon located on the quick-access panel
Click here for information on how to use a data entry window.
Customer Id: Customer Id can be up to 25 characters in length and should be unique within the system. If you enter an Id that already exists in the system, the customer record will be pulled from the system and can be edited. Otherwise, a new customer record can be created.
Company Information/Bill To
Enter the Company's Name.
The company website must be in a http://www.site.com format.
Enter Primary Contact Name.
Enter the Zip to fill in all fields.
Enter the Phone number for the company.
Copy to Bill To
Use this if the Billing Info is the same as the Company Information.
|Rating||Choose the customer rating for this customer.|
|Cargo||Enter the Cargo Insurance amount this customer requires.|
|Auto liability||Enter the Auto Liability Insurance amount this customer requires.|
|General liability||Enter the General Liability Insurance amount this customer requires.|
|Portal login instructions||Enter the login instructions needed for this Customers Portal.|
Enter the company's Data Universal Numbering System number.
Select the type of customer this is.
Enter the company's Motor Carrier Identification number, or Freight Forwarder number.
|Accounting system id||This is the Id that will be used for an Integration with an Accounting system. The Accounting system Id must start with a C unless changed in the Rate and Pay settings.|
|Payment terms||Select the payment terms for this customer.|
|Rate plan||Select a rate plan to use for this customer if you have predefined lanes.|
|Credit limit||Enter the Credit limit for this Customer.|
|On credit hold||Check this box to place the Customer on a Credit Hold. Shipments will not be able to save any new shipments for a Customer on credit hold.|
|Equipment||Here you can select default equipment that would be used for all new shipments for this customer.|
|Goods||Here you can select default goods that would be used for all new shipments for this customer.|
|Email check calls|
Check this box to email check calls to this customer.
|Booked by||Here you can select a default user that booked with this customer.|
It is possible to add additional contacts to the customer information by clicking the Add button. This opens a window, seen below, which allows you to enter the contact information.
Additional contact types
Any additional contacts that are added to the accounting type will be emailed invoices if the billing type is set to Bill via email. Additional contacts that are set to the type of Dispatch will be used on shipments as the contact. Additional Contacts that are set to the type of Check calls will be emailed check calls once they are added in the system.
The billing section is for special billing info that is unique to this customer, so if they need a unique invoice, or to send emails from a different account, or would like to add attachments differently than the default is set up that can be set here.
|Bill by company||Choose which of your companies you will Bill this customer from. This will be automatically selected from the Primary Company set in the System/Set up options.|
|Billing notes||These are internal notes that will be entered on all loads created for this customer. This Can be used to give notes of requirements this customer might have for billing.|
|Invoice notes||The notes will show on the bottom of the Invoice for this customer.|
|Bill via email||Click the box to Bill this customer via email.|
|Bill via mail||Click the box to Bill this customer via mail.|
|Bill via Fax||Click the box to Bill this customer via fax.|
Bill via EDI
|Click the box to Bill this customer via EDI.|
|Bill via website||Click the box to Bill this customer via a website.|
|Bill via factoring||Click the box to Bill this customer via factoring. If you use an Integrated factoring Company make sure to select them in the drop-down next to this box.|
|Invoice report form||If this customer requires a different report form you can select it here. If blank the system will use the default that is set in the Rate and Pay System options.|
|Invoice email account||If this customer requires emails sent from a different email account you can select it here. If blank the system will use the default that is set in the Rate and Pay System options.|
|Invoice mail template||If this customer requires a different email template form you can select it here. If blank the system will use the default that is set in the Rate and Pay System options.|
|Invoice attachments format||If this customer requires invoices to be attached in a different format you can select it here. If blank the system will use the default that is set in the Rate and Pay System options.|
|Document sort order||If this customer requires documents to be sorted in a different order you can select it here. If blank the system will use the default that is set in the Rate and Pay System options.|
|Proof of delivery requirement||You can choose the Proof of delivery requirement for this Customer.|
|Factoring company customer||If you are integrating with a Factoring Company and this customer has a factoring name that needs to be used you can enter it here.|
|Invoicing rules||You can add rules that would be checked during the invoicing process.|
Patterns for Rules can contain
# - stands for any number, _ - stands for any letter, % - stands for anything
You could use this to create rules like.
8 digit starting with 2 – you set: 2#######
8 digit starting with letter: _#######
8 digit starting with “M”: M#######
Anything ending with “M”: %M
Anything ending with number: %#
Here you can select any Custom groups this customer should be in. For details on Custom Groups click here.
Here you can add any Customer portal users.