How a new customer can be created:
Customer details
A new window will pop up where customer information needs to be added:
Please add Customer Details:
Customer Name;
Customer Type;
Direct;
Broker;
MC Number is needed when Broker is chosen.
Address information;
Phone number;
FAX (optional);
Commodity needs to be chosen. More information about commodities can be found here;
Select Mileage Vendor from the drop down list
Enter EDI code (optional)
After the information is filled out press Next.
Financial information
Select Sales Representative from the drop down menu;
Enter the Sales percentage;
Enter the Credit Limit information;
Select Fuel surcharge type from the list:
Flat;
Per mile;
Percentage;
Add Fuel Surcharge amount.
After the information is filled out press Next.
Billing information
Please enter the Billing name;
Select the Billing Method:
Email;
Paper;
Online;
EDI.
Further information needs to be entered when choosing Billing Method information depends on method chosen - enter the information bellow:
Email address;
Website;
EDI number Billing name.
Select Payment Terms:
Net;
Cash on Delivery.
Enter Days to Pay term;
Enter Address details;
After that, press Finish.
New customer will be added to your list.
Changing customer commodity
When adding a new customer it is important to make sure that the customer commodity is set - this allows the TMS users to have relative information about the customer and its orders.
If customer commodity changes overtime, it also has to be changed in the TMS;
To change the commodity, press on Commodity, and select one from the list:
After selecting a different Commodity type, press Save, the customer commodity will be changed and will be presented to the TMS user.
More information on how to set up Commodity types, can be found here.