Customers

Customer Portal

• Create Quote
• Customer Portal - Carrier Summary
• Customer Portal Overview
• Customer Portal Setting - Customer Staff
• Customer Portal - Customer Report
• Front Office Non-Authenticated Tracking
• Logging In
• My Assignments - Customer Portal
• Product Catalog
• Quote History
• Shipment History
• Shipment Profile
• Track & Trace - Customer Portal

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Customer Management

• Add/Update payment terms in customer accounting profile
• Company Profile - Accounting Profile
• Company Profile - Credit
• Company Profile - Customer Portal Settings
• Create a Company
• Create Customer Staff
• Customer Company Profile
• Customer Company Search
• Customer Mileage Override
• Customer Staff Notification Settings
• Customer Statement
• Customer Staff Search
• Customer Credit Limits
• How to Add a sales rep to a Customer company
• Introduction to Customers
• Margin Management

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