Other Pages (Customers)

Optionally, click a link on the side menu to enter data on the other Customer pages.

Transportation

Click the Default Rate Tariff field and select a tariff table for this customer.

Small Parcel

Configure settings on this page to use one or more standard small parcel services (e.g. UPS). Optionally, scroll down the page and click a Ref option to add custom fields to your documents.

Files

Upload files (e.g. documents or images) related to this customer.

Notes

Add a time-stamped message to record key events.

Edit History

View a log of record changes. DVU users cannot edit or delete log events.