...
If this is a new customer, under the 
General view, start by assigning an ID, either by manually entering a number or using the 
Generate Customer ID button to automatically add the next available ID number; you can configure the Customer ID assignment behavior in the Global Options menu under the Misc tab > Customer ID Algorithm.
...
General
This view is used to enter in basic information about the customer. The most commonly used fields and settings are:
...
This view is used to configure Shipment behavior for this customer, for both On-Demand and Routed work, and what options are available to them when they place an order through the Client Portal. The most commonly used fields and settings are:
...