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Field

Description

Accounting system idThis 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 termsSelect the payment terms for this customer.
Rate planSelect a rate plan to use for this customer if you have predefined lanes.
Credit limitEnter the Credit limit for this Customer.
On credit holdCheck 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.


Defaults

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Field

Description

EquipmentHere you can select default equipment that would be used for all new shipments for this customer.
GoodsHere 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 byHere you can select a default user that booked with this customer.

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