Use the Customers overview to create customer records and keep their details, contacts, email recipients, costs and tariffs up to date. Each customer has its own detail page with several tabs, explained below.

Open directly:Customers overview.

In the side menu, open Overview and select Customers. To add a customer, click Add at the top right. To open an existing customer, click the row in the table.

Click Add to open the Create new customer form. Only a few fields are required: Name, the address (Address line, Postal code, City, Country) and Documents language. The other fields, such as Short name or code, VAT number, Peppol ID, Email and Phone number, are optional but recommended.

On the same form you set a few options that control the customer's emails and costs:

Include live tracking link in updates: adds a live tracking link to the customer update emails.
​Disable auto. customer updates: stops automatic customer update emails for this customer.
​Disable location costs: location and layover costs are not calculated for this customer.
​Send CMR with invoice: attaches the CMR document when an invoice is sent.

Lower on the form, under Invoicing configuration, you set billing defaults such as the standard payment term, accounting code and search code. These defaults reduce manual corrections later on invoices and accounting exports. Click Save to create the customer.

When you open a customer, the detail page shows several tabs. Each tab keeps a different part of the customer up to date.

Details: the customer's master record. Here you edit the identification and address fields, the documents language, the option toggles above, and the invoicing defaults.

Contacts: the contact persons at this customer. Each contact has a Name, Email, Phone number and Job description. Use Create new contact to add one. These contacts can be picked when you create a transport and can receive the customer update emails.

Emails: this is where you decide which address receives which kind of email. Most fields accept more than one address.

Standard email: the customer's main address. It is used as a fallback for customer updates when no specific list is filled in.
​Invoices emails: who receives the invoices.
​Customer updates emails: who receives the transport status updates and container number changes.
​Reminders emails: who receives payment reminders.
​Extra costs emails: who receives notifications about extra costs on an order.

The toggle Do NOT notify this customer when container number is updated stops the container number emails for this customer, even when Customer updates emails are filled in.

Transports: the transports for this customer over a date range, so you can review their past and current shipments.

Costs: the costs that apply to this customer. It shows the general default costs and any customer specific amounts. You can edit a cost to set a customer specific price, or delete it to fall back to the general cost.

Tariffs: the customer's tariffs, with their validity date, version history and total cost. You can create, view, edit and copy tariffs here, and filter them by date or expiry.

Which fields do I really need to create a customer?
Name, the full address (Address line, Postal code, City, Country) and Documents language. Everything else is optional.

Which email gets the customer updates?
The addresses in Customer updates emails. If that field is empty, the Standard email is used instead.

Can a field hold more than one email address?
Yes. The Invoices, Customer updates, Reminders and Extra costs fields accept several addresses. Standard email is a single address.

How do I stop automatic update emails for one customer?
Open the customer, and on the Details tab turn on Disable auto. customer updates.