Address Book

This feature provides a dedicated address book for each of your customers, accessible directly from their profile. It allows you to store frequently used origin and destination locations, simplifying shipment creation.

Benefits:

• Faster Order Entry: Easily select saved addresses from a dropdown menu as you type, eliminating manual entry and reducing errors.
• Improved Accuracy: Ensure consistent and accurate address information for all shipments associated with a specific customer.
• Enhanced Organization: Manage addresses for each customer separately, providing a clear and organized view of their shipping locations.

How to Use:

• Navigate to Customers > Companies.
• Click on the Customer ID to access their profile.
• Under Customer Tools, select Address Book.
• Add New Address: Click the "Add New Address" button and fill out the required fields.
• Edit Existing Address: Click the "Pencil" icon next to the address you wish to modify.
• Import/Export: Utilize the "Import/Export CSV" button to add multiple addresses via an Excel template or export existing addresses for review.

Global Address Book

We have also implemented a Global Address Book that is available to all customers. This centralized repository contains locations that can be accessed by everyone in your organization, ensuring streamlined access to address information.

Benefits:

• Standardized Locations: Ensure consistency in address information across all users and customers.
• Simplified Management: Update addresses in a single location, automatically reflecting changes for all users.

How to Use:

• Go to LSP > My Organization > Broker Tools > Address Book.
• Manage addresses using the same functionalities available in the Customer Address Book (Add New Address, Edit, Import/Export).

Utilize the "Add to Favorites" feature when creating or updating a shipment to save frequently used addresses in your address book. This will prompt a modal where you can choose to save the address in the customer address book for the specific customer in the shipment or as a global address that will be accessible to all your customers during shipment creation.

Shipment Creation Usage:

In the shipment origin and destination information section, users can easily search for addresses in their address book using either the Company Name or Street Address.