Maintain Customers

Company Name

Enter the company's name.

Website

Must be entered in the format: http://www.site.com

Contact (First/Middle/Last)

Enter the primary contact name.

Address

Enter the company's street address.

Country/Zip/State/City

Enter the zip code to auto-fill the remaining fields.

Phone 1

Enter the company's phone number.

Copy to Bill To

Click this if the billing information is the same as the company information.

Rating

Select the customer rating for this customer.

Cargo

Enter the cargo insurance amount required by this customer.

Auto Liability

Enter the auto liability insurance amount required by this customer.

General Liability

Enter the general liability insurance amount required by this customer.

Portal Login Instructions

Enter any login instructions needed for this customer's portal.

DUNS Number

Enter the company's Data Universal Numbering System number.

Type

Select the type of customer.

FF/MC ID

Enter the company's Motor Carrier Identification number or Freight Forwarder number.

Field

Description

Accounting system Id

The ID used for integration with your accounting system. By default, this must start with a "C" unless changed in the Rate and Pay settings.

Payment terms

Select the payment terms for this customer.

This data will not transfer to accounting software with the integration.

Rate plan

Select a rate plan for this customer if you have predefined lanes.

Credit limit

Enter the credit limit for this customer.

On credit hold

Check this box to place the customer on credit hold. New shipments cannot be saved for customers on credit hold.

Equipment

Select the default equipment type for new shipments created for this customer.

Goods

Select the default goods for new shipments created for this customer.

Booked For

Select whether this customer's shipments should default to Company Assets, Brokerage, or Default. If set to Default, the system will use the setting from Dispatch Setup Options.

Email Check Calls

Check this box to email check calls to this customer.

This feature must be enabled on your account — contact support@ditat.com for more information.

Check calls will be emailed to any additional contacts set to the Check Call type, as well as the contact on the shipment.

Booked By

Select the default user who books loads for this customer.

Auto-Dispatch Profile

Select the auto-dispatch profile to use for this customer. When Default, Driver, and Customer profiles are all active, Ditat will follow the most restrictive option.

Field

Description

Bill by company

Select which of your companies will bill this customer. Defaults to the primary company set in System Setup Options.

Billing notes

Internal notes that will appear on all loads created for this customer. Useful for capturing special billing requirements.

Invoice notes

Notes that will appear at the bottom of the invoice for this customer.

Bill via email

Check to bill this customer via email.

Bill via mail

Check to bill this customer via mail.

Bill via fax

Check to bill this customer via fax.

Bill via EDI

Check to bill this customer via EDI.

Bill via website

Check to bill this customer via a website.

Bill via factoring

Check to bill this customer via factoring. If using an integrated factoring company, select them from the drop-down next to this field.

Invoice report form

Select a custom invoice report form for this customer. If blank, the system uses the default set in Rate & Pay System Options.

Invoice email account

Select a different email account to send invoices from for this customer. If blank, the system uses the default set in Rate & Pay System Options.

Invoice mail template

Select a custom email template for this customer's invoices. If blank, the system uses the default set in Rate & Pay System Options.

Invoice attachments format

Select a custom attachment format for this customer's invoices. If blank, the system uses the default set in Rate & Pay System Options.

Document sort order

Select a custom document sort order for this customer. If blank, the system uses the default set in Rate & Pay System Options.

Invoice attachment name

Enter the naming convention tag to use for invoice email attachments.

Proof of delivery requirement

Select the proof of delivery requirement for this customer.

Factoring company customer

If integrating with a factoring company and this customer has a specific factoring name, enter it here.

Invoicing rules

Add rules that will be checked during the invoicing process.

#

Any number

_

Any letter

%

Anything