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This page is for the Modern Operations App. For the Classic Operations App, please see Customers - New/Edit Customer. |
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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.
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General
This view is used to enter in basic information about the customer. The most commonly used fields and settings are:
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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:
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Billing Contact, who will typically be the customer’s primary accountant who will be reviewing invoices you send to the customer
Account Status, which lets you designate whether the customer is in good standing, is past due, on credit hold, blacklisted, etc.
Require verification before invoices and/or settlements (requires the user to manually confirm all the entered information is correct each time)
Billing Cycle frequency; daily, weekly, etc.
Create a separate invoice for each order, which determines whether each Shipment gets a separate invoice or they’re all added together
Route Surcharge Adjustment and Calculated % (including Global), which lets you make Routed work percentage-based fee adjustments for this specific customer
Add a New Card as a payment method
Customer Recordrecord-based Rate Charts adjustment is currently in development and coming soon.
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The Operations App gives you powerful, granular control over what your customer's Inet Users can see and do in the Client Portal, so for a full breakdown of every feature, read our dedicated Knowledge Base article on Inet Users.
Display Driver Location controls the visibility of the driver’s current location map pin in the Client Portal for this customer; you can also configure this behavior on individual Inet User records under Inet User record > Options tab > Display Driver Location, or universally in the Global Options menu under Inet Options > Display Driver Location. In other words, you can set the behavior at the customer-level, Inet User-level or Global-level.
Click + Add Internet User to create a new account or select an existing one to edit.
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In order to see the + Add Internet User button in the Inet Users view of a customer record, your User account within the Operations App needs the Edit Internet Users permission. This is set under the |
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More (Dropdown Menu)
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This view is for managing Parcels behavior for the customer. Parcels are an optional feature functionality that lets you associate much more information with a delivery item, such as type, sub-items inside, refrigeration requirements, and more. They also make it much easier to track the journey of an item and chain-of-custody.
Available Parcel Types sets which kinds of Parcels are available for the customer to select in the Client Portal and which kinds for the driver can to select when scanning parcels for the customer (Box, Pallet, Envelope, Cooler, Specimen, etc.) For more information, read our Knowledge Base article on Parcel Types.
Available Parcel Items sets which Parcel Items (smaller units inside a main parcel, like Red Tops and Blue Tops inside a medical cooler parcel type) drivers can choose from on a shipment (driver also selects the quantity of each). For more information, read our Knowledge Base article on Parcel Items.
Required Mobile Route Parcel Types prompt drivers to enter the quantity of the specified Parcel Type upon arrival at the specified type of route stop (Pickup, Delivery, Exchange, etc.)
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Req. Input (AKA Required Driver Input or RDI)
This view lets you set prompts for drivers, for both On-Demand and Routed work. They Drivers will be required to complete the prompt (“Enter Code”, “Check Fridge”, etc.) before they can proceed.
You can select whether the onOn-demand Demand prompt is for Pickup or Delivery, and the type of prompt (entering in Text, Numbers, activating a Toggle, a Gallery photo, etc.). For Routed work, you can also choose which Stop Types this applies to. For more information, read our Knowledge Base article on Required Driver Input.
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This view is used for managing billing group behavior for the customer. Billing groups are typically used to break down an invoice into sub-groups for an organization, such as per department line items (sales, maintenance, etc.).
Tasks
This view offers a simple task management tool that shows both your To Do tasks and Completed tasks. You can set the name of the task, the user responsible for it, a time-based reminder, a due date, comments, and use a Mark As Completed button with attached timestamp when it’s finished.
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This view lets you choose which Status Codes (Left at Door, Damaged, Rejected, etc.) are available on all On-Demand and Routed work for this customer. Enforce Status Codes List means drivers and users will only be able to add Status Codes that are ticked. For more information, read our Knowledge Base article on Status Codes.
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