Adding Customers
Add customers before creating loads for them. A complete customer profile reduces billing delays and tracking mistakes.
Required setup
- Customer name
- Country
- Address or main contact details
- Payment terms when billing will be used
Optional but recommended
- Nickname
- Business hours
- Tracking email
- Sales representative
- Customer service representative
- Billing contact
- Credit limit
- Credit approval status
- Insurance requirements
- Common pickup and delivery locations
- Notes
Steps
- Open Customers.
- Add a customer or review an imported customer.
- Complete profile and contact fields.
- Complete billing fields.
- Assign internal owners.
- Add common locations when they are known.
- Save the customer.
- Search for the customer to confirm it appears correctly.
Imported customers
Before using an imported customer, confirm it is not a duplicate and that billing contacts, payment terms, credit approval, currency, and account ownership match your current records.
Separate customer branches or related accounts may share billing or contact email domains. Use customer name, team visibility, ownership, and billing details to avoid true duplicates.
Before first load
Confirm billing contact, payment terms, customer reference expectations, and tracking email requirements before the first shipment is dispatched.