To activate a Customer go to Carrier Admin → Customers/Shippers. Customers/Shippers can be activated from both the New Customers/Shippers tab and the Inactive Customers/Shippers tab. Both methods will include a button at the end of each row to Activate Shipper.
Either option will open the same window with a form to complete. The fields marked with are required to continue. A red caption will be used to highlight any sections missing data.
The Reason field is a custom input. Any reason can be entered here and is meant for your own records. All Reason codes are added to the database.
The Customer ID field should be used to identify a shipper if a connection with an accounting system such as QuickBooks has been established.
The Broker Shipper Ops and Broker Shipper Admin boxes allow you to assign particular broker users to the Shipper. Begin typing the username and available options will start displaying in the dropdown menu.
The Business Unit selection is mandatory and will associate the activated customer/shipper with the appropriate Business Unit for visibility and operations.
Set the Shipper Credit Limit by entering the amount of credit being extended.
The Shipper Target Margin is a percentage and does appear in suggested pricing during negotiations with shippers via the EKA platform.
A contract can be uploaded by clicking the Choose File button. Select the appropriate file to continue, the filename will then be updated under the button.
Finish up by entering the Contract Start and End date
To complete the shipper activation, click the Activate Shipper button at the end of the form. Or press Cancel if you do not wish to continue with shipper activation.
Once the shipper is activated, it will appear on the Active Customers/Shippers tab and can be used to create new loads.