Create and set up a Customer/Shipper/Consignee Account and contacts for that Account.
Account Setup
The simplest way to create a new account is to go to the Accounts list view and select the New button. Set the TMS Type for each account that best describes the customer account, for example, Customer and Shipper/Consignee.
To automatically create a Transportation Profile for this account, leave the Transportation Profile field blank if present during account creation.
Note: Enter the Shipping Address fields when creating a customer account. When creating Stops in the Load Configuration LWC, the Street Address, City, Postal Code, and Country fields are required to effectively create a Load.
Customer Accounts
Another way to create customer accounts is by creating a Load in the Load Configuration Lightning Web Component (LWC).
Shipper/Consignee Accounts
If configured, customers can create shipper/consignee accounts from the Customer Portal in the Load Entry Page.
Shipper/Consignee accounts can also be created from an inbound EDI 204 transaction when an account is not found during location matching. See the EDI Locations article for more details.
Contact Setup
Set up the TMS Role field for each contact based on their roles in the organization.
When creating a Customer Invoice record, the Billing Contact can be auto-populated if the Bill To account on the Load is populated, and at least one contact record for that account has the Billing transportation role above.
All Quoting customer contacts are included as recipients when a customer quote is emailed.
All Billing customer contacts are included as recipients when a customer invoice is emailed.