Customers
BTMS customers
- Add New Customer/Shipper
- Activate Customer/Shipper
- Edit Customer/Shipper
- Continue Customer/Shipper Onboarding
- Deactivate Customer/Shipper
- Assign Customer/Shipper Business Unit
- Assign Customer/Shipper Default Business Unit and Customer Rep
- Assign Invoice Template to Customer/Shipper
- Assign Customer/Shipper Contacts
- Customer Accessorial Charges
- Set Customer/Shipper Credit Limit
- Set Customer/Shipper Fuel Surcharge Calculation Method
- Set Customer/Shipper Mileage Settings
- Set Customer/Shipper Payment Requirements
- Set Customer/Shipper Lane Pricing
- Set Invoice Distribution Emails
- Setup/Remove Preferred Customer/Shipper
- Sort Customers/Shippers
- Reject Customer/Shipper
- Delete Customer/Shipper
- Update Appointments