Adding Customer Location Codes
Adding Customer Location Codes
Customer Codes can be added to a customer profile and then used to categorize loads for a customer.
EXAMPLE: Customer has 3 locations, instead of creating 3 different customers (like you would have in the past) you can create one customer with 3 "location codes" and categorize each
Here is how you do it:
Go to Customer Profile > Details > Customer Codes > [+]
Then click the dropdown and select type (currently only Location is available) and type in your code
This code will show up in multiple places when building a load and in the load profile:
#1 - New Load Wizard
If building a load for a customer that has a customer code the "customer code" dropdown will show up in the new load wizard.
Click the dropdown and select the type:
This will give you a dropdown with all of the customer codes for that customer:
#2 - LTL Portal
If building a load for a customer that has a customer code the "customer code" dropdown will show up in the LTL Portal after you click to book the load, in the book shipment > shipment details page. There is a section that will show up at the bottom of the page for customer codes