Set Customer/Shipper Credit Limit

To set or adjust a customer/shipper credit limit go to Administration → Customers/Shippers or to Operations → Customers/Shippers (this requires special user rights set by an Administrator).

For Administration, from the Active Customers/Shippers tab, locate the appropriate Customer/Shipper. Click on the name of the customer/shipper to edit.

For Operations, the default view is Active customers/shipper. Click on the  at the end of the row.

The Shipper Profile page will be displayed.

Click the Edit button and locate the section called Contracts and Awards. Update the Credit Limit field. Once changes are complete, press Save at the top of the page. Click Cancel to discard any changes.