When creating a new customer, if it's on the fly during order entry or when onboarding a new client, the screen and required (*) information is the same.
General Information.
This is generic information relating to your customer. You will note Name(*) and Name on Invoice (*) are both required. This allows you to enter a specific Billing name should you need to invoice differently.
Contacts / Order Defaults / Customer Specific Rate Cards
1. Contacts is where you will ADD individuals within your customer's organisation. You will assign a contact to Role. Once you add their Email, this can then be used on orders, to send emails to only them, if required. This is useful if there are multiple contacts within the same role, but you typically only deal with a single contact.
Click Add a Contact, add the details for the contact including access to the customer portal if required.
TIP: The Customer Portal access must be toggled on at the Customer level before you can give a Contact Access.
2. Create Order: Default Values can be used if your customer consistently has the same requirements on their orders, (ie: Collect / Deliver locations / Cargo information / Extras). This allows you to set up the requirements as a default so each time you generate an order for this customer it will always add the requirements.
Once the defaults have been saved to the Customer record, the next time you use that customer to create an order, the defaults will be pre-filled.
3. Customer specific rate cards allow you to save agreed rates against your customer so each time you create a new order, the agreed Transport Charges and any surcharges or extras are automatically calculated. Click HERE to learn about setting up customer specific rate cards.
Documents, Tasks and Orders.
Document is where you add copies of anything you want to keep associated to your customer profiles, ie: permits, location details, etc.
When adding the document, select the document type from the drop down, and provide any further details in the Description box. It is required to upload a copy of the document.
Tasks are the specific workflow for each step of your operating procedure, these account for each step of the process from Quote / Order through to Invoice. There are generic standards which are configured as part of your original Tenant set up.
If you have customers that need something different you can set this up here. Clicking on the > will open the configuration to see the individual tasks associated to each stage. The configuration will show in the right pane. You can see more about customer specific tasks HERE.
Orders are shown at the bottom of the profile. As the order progresses to Invoiced, the status will also update. You are able to click into the order / Invoice as necessary.
