How to add a Customer [Step-by-step guide]

When setting up your techTMS environment, you can add Customers and define their specific Markups, Accessorials, User Access, etc.

This article defines the base setup, and depending on how specific or complex your Customer setup can be, you might need to follow additional guides to complete it, such as assigning Accessorials or setting up Accessorials, etc. 

NOTE: Make sure that you are operating under the right environment beforehand.

To do it, you will have to:

1. Click Maintenance to deploy the options list and select Customers

2. Click Add New Record

3. Complete the fields accordingly

• Code: Define the Customer Code (Account number)
• Type: Define the Customer Name as you would like to display it in menus and reports
• Access Key: Enter the access key related to this Customer and its Code
• Allowed Carriers: Click in the field and select as many carriers as the user needs to have visibility over from the list that will be displayed; if the list is empty, the Customer will have visibility over all the available carriers

4. Press Save to apply the changes

This section defines the base setup, and depending on how specific or complex your Customer setup can be, you might need to follow additional guides to complete it, such as assigning Accessorials or setting up Markups.