ID

The Customer Number for the customer.

Name

Name of the customer.

Address

Address information for the customer.

City

Local Phone

Phone number 1 for the customer.

LocalLat

Latitude of the customer's address.

LocalLon

Longitude of the customer's Address.

Customer Name

Unique number ID for the customer.

Name

Customer name. This will appear on orders, invoices, etc. It does not have to be unique and can be changed later.

Alternate Lookup

Alternate lookup ID for the customer.

This field will only appear after the Customer Number is entered and Enable Alternate Lookup is enabled in the Global Options Misc tab.

Click the Address button to enter or edit the address that will appear in the origin or destination field when the insert key is used while on the order form.

Phone 1

This phone number will be placed in the Phone field of an order if the customer is used as the origin or destination. The phone number will automatically be formatted. Example: A number entered as "4053456789" will be changed to "(405) 346-6789".

Phone 2

Secondary phone number for the customer.

Fax

Customer fax number.

Contact

Name of the main contact.

Email

Customer's main email address.

Origin Caption

Select the caption that will show on the customer's order form.

• Origin

• Shipper

• Pickup

• From

Origin Remarks

This will be placed in the Remarks field of the Origin on the order from when the local address information is used for the pickup.

Destination Caption

Select the caption that will appear on the customer's order form

• Destination

• Consignee

• Delivery

• To

Destination Remarks

This will be placed in the Remarks field of the Destination on the order from when the local address information is used for the delivery.

Route Comments

Comments specific to "X Route".

Labels

Label(s) for the customer to be used for reporting purposes. See Labels (Classic Operations App).

Default Service Type

This field can be left blank. The service type selected will be placed in the "Service Type" field of the order form every time this customer places an order.

Default Order Type

This field can be left blank. The order type selected will automatically be placed in the "Order Type" field of the order form every time this customer places an order.

Default Image File Conversion

Default image file type used for the customer's image attachments when sent through the message format status alert emails and used when saving in the Operations App and the Client Portal. Select from the following:

• No Conversion - File types will not be changed. The original file type is used

• BMP - Image file types will be converted to BMP

• JPG - Image file types will be converted to JPG

• PDF - Image file types will be converted to PDF

• PNG - Image file types will be converted to PNG

• TIF - Image file types will be converted to TIF

Dispatch Priority

Select the level of importance of the customer from 0 to 10. It is displayed in the dispatch board and can be a useful tool for making dispatch decisions. 

Allow customer address points

Turns on the customer specific address points when taking an order. 

Weight Required

Make weight on the order form required.

Pieces Required

Make pieces on the order form required.

Service Type Required

Make service type on the order form required.

Require Status Code for TW Change

Make a status code required for a time window change.

Require Parcel Dimensions - Rapidship

Makes parcel dimensions required in the Client Portal.

Update pieces and weight by Parcels

Pieces and weight in the Client Portal can only be updated by adding or removing parcels and Basic Ordering will be disabled.

POD Required

Make POD, or proof of delivery, required for the delivery of an order. This is just the text part of the signature. 

Signature Required

Make a signature required for the delivery of an order or route stop.

VPOD Required

Make visual proof of delivery required for the delivery of an order. The driver can take a picture with the camera on their device or attach a file or image.

• Camera Required

When checked, the driver is required to take a picture with the camera on their device and cannot attach an image or file as the VPOD.

This field is enabled as an option when VOPD Required is checked.

Credit Cards - XD

Visible only when credit card processing is set up. See Setting Up Credit Card Processing.

Select credit card payment options for the customer when orders are placed in the Operations App. 

• Never accept credit cards

• Accept credit cards

• Only accept credit cards

Force Location Scan on Pickup

• None

• Upon Arrival: Requires an arrival scan, where the driver has to scan a location barcode from the Driver App.

• Upon Departure: Requires a departure scan, where the driver has to scan a location barcode from the Driver App.

• Both: Requires both arrival and departure location barcode scans.

See Force Location Scan in the Driver App.

Force Location Scan on Delivery

Service Type Caption

Changes the caption of the service type on the order form. You can select "Service Type" or "Vehicle Type".

CSR Reminder

A reminder that will appear on the order form with a red flashing siren next to it. 

Dispatch Reminder

Comments relating to the customer that is specifically for the dispatchers. It displays as a field in the dispatch board.

Default Mileage Unit

Select the default measurement unit of miles or kilometers to calculate the distance for on demand orders.

Name

The customer billing contact.

Phone

Phone number for billing purposes.

Fax

Fax number for.

E-mail

The e-mail address of the customer's billing contact. Used when emailing invoices to the customer.

Notes

General "Billing Notes".

Bill Invoices With Default Credit Card

When checked, the credit card set as the default will be used to pay invoices when invoices are processed.

Enabled credit cards have been added to the customer record.

Set Card As Default

Click this button when the credit card you want to set as the default is selected.

Enabled credit cards have been added to the customer record.

Remove Card

Click this button when the credit card you want to remove is selected.

Enabled credit cards have been added to the customer record.

Add New Card

Click the "Add New Card" button to save credit card information for the customer. You can save more than one credit card, choose a default credit card, and bill invoices with the default credit card. 

Open

Base

Enter the number of the base chart you would like to assign the customer.

Rate Adjustment %

This is a discount or increase of the base chart. Enter a positive number for an increase, or a negative number for a discount. 

Example: Enter "- 20" for a 20% discount off the rate chart assigned.

Apply to base rate only

When enabled, the Rate Adjustment % to only apply to the base rate. 

When disabled, the Rate Adjustment % will be applied to base and item rates only. Surcharges are not included in the rate adjustment.

Order Type Overrides

Click the button to override order type settings on a customer by customer basis. You can override time parameters by extending time frames on order types, give discounts or increases for a certain date range, and change the distance factor calculation.

Open

Driver Override %

Enter the total driver pay percent for on demand work. This will override the driver pay percent in the driver's HR record. 

Exclude from sales reports ( House Account )

Check the box if you would like the revenue from this customer not appear in the generated reports. This is useful in situations where a customer account is set up to charge back your company for various deliveries, House Accounts. 

Tax Exempt

Check the box to exclude the customer from sales tax.

Require verification before

Check the box to require verification on an order before the selected action.

• Invoicing

• Settlements

• Invoices and Settlements

Print invoice detail format

Check the box to print invoices according to the format selected. Three different formats are provided by default:

• Standard Invoice

• Reference Sort

• Billing Group Sort

You can set up additional formats.

Email invoice detail format

Check the box to email invoices to the email in the “Billing Contact” section and select a format.

• Data Spreadsheet – Sends an Excel spreadsheet.

• Use Print Format – Sends a PDF file of the format selected in the “Print invoice detail format” field.

Account Status

Select from the following:

• Active – Allows orders to be placed on the customer's account and the customer has placed at least one order. This is the status of most customers.

• Inactive – Similar to deleting a customer, but this allows you to change the customer's status back to active. Customers cannot be deleted if orders have been placed on their account.

  In the inactive status, orders cannot be placed on the customer's account. The following symbol 

   is placed in the first column next to the customer when in the "Customer Mode".  

• Past Due – Allows the CSR to still take an order, but a warning window alerting of the "Past Due" status will be displayed. The following symbol is placed in the first column next to the customer when in the "Customer Mode".

  Open

  

• Credit Hold – The customer cannot place orders and the CSR will see a message of the customer's status. The following symbol is placed in the first column next to the customer when in the "Customer Mode".

  Open

  

• Blacklisted – Identifies that the customer is never to place an order again. The following symbol is placed in the first column next to the customer when in the "Customer Mode".

  Open

  

• Prospect – The customer has not placed any orders yet. The customer will become "Active" the first time they place an order. The following symbol is placed in the first column next to the customer when in the "Customer Mode".

  Open

  

Billing Cycle

Select how often the customer will be invoiced. You can add more billing cycle options. See How to Invoice a Customer Outside of the Normal Billing Cycle.

Create a separate invoice for each order

Check the box to bill and invoice each order placed by the customer separately. The invoice number will be the same as the order ID.