Creating an Account (Properties)

Open this page to create an account or update account profile information.

Creating an account

1. Go to Home > Business Partners > Accounts.

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.

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

Enabled checkbox

When checked, DVU adds this Account to all relevant drop-down menus, which means a DVU user—with access privileges—can select this account for a shipment/load or pending quote.

• Without access, users cannot manage an account even if the account is enabled. Configure access to accounts at the User level (and not in the Business Partner module).

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 - Typically used for accounting integration, 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. For a 3PL, invoices to accounts will use the mailing address. For an account, the shipping address is typically used for samples and returns.