For order management and billing, creating a customer asset is necessary. This asset primarily facilitates billing, ensuring invoices are directed to the responsible party for order payment.
When creating a new customer asset, firstly, make sure that customer create permission is enabled. This guarantees that users have the necessary access rights to initiate the asset creation process within the system. If permissions are not granted, ask your company admin for assistance.
Accessing Customers assets
To access the asset, firstly go to Assets and then select Customers:
The number 136 near the Customers indicates how many customer assets there are at the moment;
Customers window will be shown, where the current customers will be visible:
Basic information about the customers will be presented:
Customer Code;
Customer Name;
Customer type:
Direct - a Direct customer is the final recipient of transported goods or services and is responsible for coordinating logistics and associated costs;
Broker - a Broker customer is a party that engages the services of a freight broker to arrange transportation for their goods, simplifying the logistics process;
Customer City;
Customer Tags - more information about tags and tag management can be found here.
To add tags, press on the tag icon - a new window will pop up where the tags can be selected:
Creating a new customer asset
To create a new customer asset press on Add customer at the top of the screen. A new window will pop up - enter the Customer details there:
Enter the Customer Name;
Select Customer Type from the dropdown list:
Direct;
Broker;
Enter the Address details;
Enter the Phone number;
Enter Fax (optionally);
Select Commodity from the dropdown list. More information about commodities can be found here.
Select Mileage vendor - a mileage vendor is a specialized service provider offering tools and data for accurate distance and cost calculations in transportation planning and logistics operations;
Enter the EDI code (optionally).
After entering the Customer details, add Financial details:
Select Sales Representative from the drop down list;
Enter the Sales Percentage;
Enter the Credit Limit - is the maximum amount of credit a business extends to a customer. It helps manage credit risk and sets a cap on unpaid credit. When the limit is reached, payments are required before additional credit purchases;
Select the Fuel Surcharge type (an added fee in response to changing fuel prices. It helps businesses cover higher fuel costs and is often applied to transportation services):
Flat;
Per mile;
Percentage;
Enter the Fuel surcharge amount;
When the details are entered press Next;
Enter the billing details:
Billing Name;
Billing Method:
Email - stands for a billing or invoicing process in which invoices, statements, or billing information are sent to customers or clients via email instead of traditional paper mail;
Paper - a traditional billing or invoicing process in which invoices, statements, or billing information are printed on paper and sent to customers or clients through postal mail;
Online - refers to a billing or invoicing process in which invoices, statements, or billing information are delivered to customers or clients electronically online;
EDI - refers to a method of electronic billing and invoicing that uses standardized electronic formats to exchange billing and payment information between businesses and their trading partners or customers;
Select Payment terms:
Net - refers to the number of days a payment is due after the invoice date;
Cash on delivery - is a payment method where customers pay for goods or services at the time of delivery, typically in cash.
Add Days to Pay;
Enter Address;
Press Finish when the information is added;
Viewing customer
To see further information about a specific customer press on the magnifying glass icon:
A new window will pop up where the detailed information about the company will be visible:
To see added notes or imaging press on corresponding icon and the screen will pop up where additional notes/imaging can be added, edited or deleted if needed:
Viewing notes:
When pressed on the customer, in the main screen, additional information can be accessed, the customer information can be edited if needed:
Contact details will be visible:
Billing address details will be shown:
The customer locations can be accessed when pressed on Locations:
Additional information about the company can be accessed when pressed on Additional Info.