Overview
A customer record in 10 Speed stores the billing, financial, and contact details needed to create orders and generate invoices. You can create a customer from the Assets menu or directly while adding a new order.
Quick Answer: Go to Assets → Customers → Add Customer, fill in the three sections, and click Finish.
Last Updated: March 2026
This article covers: Creating a new customer record from start to finish. Not covered here:
Managing or editing an existing customer — see Customers asset management
Creating a new order — see How to add a new order
Before you start
Have the following ready before creating a customer:
Customer's full legal name and address
Phone number and billing contact details
Preferred billing method (Email, Paper, Online, or EDI)
MC number — required if the customer type is Broker
How to open the customer creation form
There are two ways to start:
From the Assets menu: Click Assets in the left navigation, select Customers, then click Add Customer.
While creating an order: Click the + icon next to the customer field in the order form.
Step 1: Customer details
Enter the customer name.
Select the customer type:
Direct — a shipper you work with directly
Broker — requires entering the MC number
Enter the address, phone number, and optionally fax.
Select the commodity that best describes what this customer ships. See How to set up commodity types if the commodity you need isn't in the list.
Select a mileage vendor from the dropdown.
Optionally enter an EDI code if this customer sends electronic orders.
Click Next.
Step 2: Financial information
Select the sales representative responsible for this account.
Enter the sales percentage.
Enter the credit limit.
Select the fuel surcharge type: Flat, Per Mile, or Percentage.
Enter the fuel surcharge amount.
Click Next.
Step 3: Billing information
Enter the billing name.
Select the billing method and fill in the required details for that method:
Email — enter the billing email address
Paper — no additional fields required
Online — enter the billing website URL
EDI — enter the EDI number and billing name
Select the payment terms: Net or Cash on Delivery.
If Net, enter the days to pay.
Enter the billing address.
Click Finish.
The new customer will appear in your Customers list and become available when creating orders.
Updating a customer's commodity
If a customer's freight type changes over time, update the commodity in their record to keep order information accurate.
Open the customer record from Assets → Customers.
Click Commodity and select the updated type from the list.
Click Save.
When to Contact Support
Reach out to our team if:
A customer can't be saved and the error message isn't clear
You need to merge duplicate customer records
An EDI code isn't linking correctly to incoming orders