Content Comparison

...

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.

...

^{Back to Top}

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:

...