Customer Portal Settings customize the booking experience, enforce required fields, set defaults, and control access for customers in the Customer Portal.
How to Access the Customer Portal Settings
To access these settings:
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Navigate to Customer > Companies.
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Select your company.
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You will see the Customer Portal Settings in the bottom-left corner of the page.
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Click Edit Record to begin editing the settings.
Status
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Controls whether the customer is Active or Inactive.
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Inactive customers:
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Will not appear in Customer Search.
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Cannot access the system.
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Default Freight Class
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Sets the default freight class that automatically applies to all shipments every time the customer creates a shipment in the customer portal.
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Helps standardize shipments and reduce manual input.
Mileage Calculation
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From the Mileage Calculation drop-down menu, brokers can select the PC*Miler version they want their customer to use. This is especially useful because it helps avoid discrepancies in miles and charges, reducing potential billing disputes with the customer.
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The PC Miler integration must be created first in the LSP > Integration Sources, and there you can specify the version.
Dimensions Required
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When enabled, customers must enter shipment dimensions when creating a load.
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Ensures accurate freight rating and class calculation.
NMFC Required
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Customers must enter an NMFC number before they can save and book shipments.
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Helps maintain regulatory compliance and accurate classing.
Auto Calculate Class
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Forces the system to automatically calculate the freight class based on the dimensions and weight provided.
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Reduces errors from customers manually selecting the wrong class.
Auto Open Accessorials
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When enabled, the Accessorials section (e.g., liftgate, residential delivery) is automatically expanded on the Start a New Order page in the Customer Portal.
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Makes it easier for customers who regularly need to add special services to their shipments.
Auto Open Insurance
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The Insurance section is automatically expanded on the Start a New Order page when enabled.
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Reminds customers to review and add insurance if needed.
