Customers Overview

This article shows DVU users how to create a customer record in the WMS environment. A customer is a party that receives physical goods. When preparing a shipment/load or pending quote, the customer’s address is normally the transport destination. Depending on the terms and conditions of the business transaction, the DVU user might enter the customer's name in the Bill Freight To field. 

Creating a customer

1. Go to Home > Business Partners > Customers.

2. Click the plus icon.

3. Make sure the Enabled box is checked. (see below)

4. Fill in the required fields on the Properties page. (see below)

5. Fill in other fields as needed.

6. Click Save Partner.

7. Click a link on the side menu to add details. (see below)

Enabled checkbox

When checked, DVU adds this customer to all relevant drop-down menus, which means a DVU user can select this customer for a shipment/load or pending quote.

Uncheck the box to keep the record in the DVU system but prevent DVU users from selecting this option.

Required fields on the Properties page

The Properties page has three required fields:

• Description - Enter a unique identifier.

• Account ID - Enter a unique alphanumeric code.

Optional fields on the Properties page

• Contact - Fill in the contact information fields.

• Billing ID - Enter a unique billing identifier.

• Default NMFC - Enter the National Motor Freight Classification code to describe the shipped items.

• Mailing Address and Shipping Address - Enter two addresses if they are different locations.