Assign Customer Default Business Unit and Customer Rep

Each Customer/Shipper can have a default Business Unit and Customer Rep assigned. When these are assigned, each new load opened will have the default Business Unit and Customer Rep automatically entered in them.

To set a default business unit and customer rep, go to Carrier Administration → Customers/Shippers.

For Administration, in the Active Customers/Shippers tab find the appropriate Customer either using the Search box or navigating through the pages at the bottom of the table. Click on the Customers/Shipper’s name to open the profile.

Click Edit to open up the Business Units for edit. This section will be at the bottom of the profile page.

Start typing in the Default Business Unit section to find associated Business Units that can be assigned as the default. Then start typing in the Default Customer Rep to find the appropriate customer rep. Only customer reps that have been assigned to the default business unit can be selected.