Knowledge Base
Go to Tai Software
Go to Customer Portal
Sign in
Customers
Accounting
General
Accounts Payable
Accounts Receivable
Accounting Management
Commissions
Integrations
Customers
Customer Portal
Customer Management
LSP
Carrier Management
Content Templates
Organization Management
Special Features
Tai Marketplace
Rates
Back Office Features
General
Logged in Menu
Dashboards
Shipments
General
Bulk/Admin
Domestic Freight
International
LTL
Truckload
Drayage
Reports
Email in the TMS
Email Configuration
Email Fax History
Tai Email Assistant
Internal Knowledge Base
Security & Compliance
Company Docs
General
Insurance
Integrations
Accounting
Factoring
Load Board
Other
Payment Gateways
Rating
Tracking
Digital Freight Matching
Carrier Onboarding
Onboarding
Imports
Integration
Transition
Welcoming
Public API Documentation
Accounting
Webhooks
Shipping Service
Sales
Tai Software Write Ups
Informational Articles with Video
Tai Software Application Billing
TMS Documentation
Video Library
What's New?
2025 Releases
2024 Releases
2023 Releases
2022 Releases
2021 Releases
Back to home
Knowledge Base
Customers
Accounting
General
Accounts Payable
Accounts Receivable
Accounting Management
Commissions
Integrations
Customers
Customer Portal
Customer Management
LSP
Carrier Management
Content Templates
Organization Management
Special Features
Tai Marketplace
Rates
Back Office Features
General
Logged in Menu
Dashboards
Shipments
General
Bulk/Admin
Domestic Freight
International
LTL
Truckload
Drayage
Reports
Email in the TMS
Email Configuration
Email Fax History
Tai Email Assistant
Internal Knowledge Base
Security & Compliance
Company Docs
General
Insurance
Integrations
Accounting
Factoring
Load Board
Other
Payment Gateways
Rating
Tracking
Digital Freight Matching
Carrier Onboarding
Onboarding
Imports
Integration
Transition
Welcoming
Public API Documentation
Accounting
Webhooks
Shipping Service
Sales
Tai Software Write Ups
Informational Articles with Video
Tai Software Application Billing
TMS Documentation
Video Library
What's New?
2025 Releases
2024 Releases
2023 Releases
2022 Releases
2021 Releases
Customers
Customer Portal
Create Quote
Customer Portal - Carrier Summary
Customer Portal Overview
Customer Portal Setting - Customer Staff
Customer Report
Front Office Non-Authenticated Tracking
Logging In
My Assignments - Customer Portal
Product Catalog
Quote History
Shipment History
Shipment Profile
Track & Trace
See more
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
See more