Customer Management - Part 1

How do I create a new customer?

Hover your cursor over "Customer" in the title bar, and select "Add Customer" from the drop down list. When entering the Customer information you will be asked for the primary contact information.

How do I create a Contact and give that contact the ability to login to my system?

You can add several contacts to that customer profile allowing all or none of those users to log in to BrokerWare (with Customer Portal module only).

Go into the customer profile. You can then select the "Contacts" link in the customer "Tools" box on the top right of the profile page. You can also scroll down to the Contacts box, below the shipments and quotes box, and select "Edit Contacts"

Select "Add a New Contact". Required filed are marked by Asterisks "*".

If you have the Customer access portal, and wish to let the contact login to BrokerWare, you will need to add a valid e-mail address and create a password for this contact. (Note: the more information you enter for your contact the less you will have to enter later incase you wish to fax or e-mail them documents from BrokerWare.) Make sure to change access level "Customer" to "Grant" to allow this user to login.

Once you have entered all available information for this contact press the "Save Information" button at the bottom of the page.

How do I see or change a password for a customer?

BrokerWare has been implemented with security features that will only let you reset a password, you can not view the current one.

To reset a customer's password you will need to go into the contact itself.

Start by going to the customers contact list under the customer profile then click on the name of the contact you wish to modify. From the contact profile, you can submit a new password for this contact. There is a field labeled "Password". Enter the new password in the adjacent field, and press "Save Information".

How do I delete or disable a customer?

To disable a customer, first go into the customer profile. Select "Edit General Information" beneath the address. Once on the edit screen change the drop down Labeled "Account Status" to "Disabled". This will disable all contacts under that customer profile and not allow them to gain access to your BrokerWare application.

To disable a contact for a customer, you will need to go into the customer contact list, select the user you wish to disable. Click on the link labeled "Edit General Information", and Deleting a customer, or contact is not recommended, and is only possible by contacting our staff. You can disable a customer or a contact from your Admin Portal.

How do I set customer preferences?

BrokerWare offers many options and preference settings for your customers.

From the Customer profile page click on the "Preferences" link. This page will allow you to change special preferences for the customer.

What is the "Shipment Special Instructions (Bill of Lading)" field?

You can enter any specific instructions that would need to be displayed on every Bill of Lading for that customer. For example if your customer has a specific dock in which they only ship the loads from, you can convey that in this field.

What is the "Display Online Pricing" field?

BrokerWare will only display the quote price to the customer if the customer charges are within the amounts set in these fields. If all tariffs return pricing outside of this range a notice will be displayed to inform the customer that a team member will get back with them.

What are the LTL and Volume Pricing note fields?

The LTL notes will be displayed on the pricing page when you run LCR for that customer. The Volume notes will be displayed on the Find Carriers Volume page, informing you and your staff, as to which carriers the customer will not ship with, or ones that they prefer. These notes can contain any information that is important to your staff.

What are the Invoice Preferences fields?

These fields allow you to adjust information related to the preferred billing methods for the customer. This includes setting to help automate the invoice printing process and any notes that need to appear on all invoices.

How do I set a customer to receive their Invoices via e-mail?

Within the Customer Preferences page scroll to the bottom. On the left you will see a box labeled "Invoice Preferences". This is where you will be setting the customers preferences to receive printed or e-mailed invoices. If you set this to Email you will need to make sure that there is a contact with a valid email set to receive accounting emails.

How do I set up a customer to receive automatic update on all loads either booked or delivered?

In the field adjacent to "Invoice Preferences" is your customers "Notification Preferences" options. This is where you set the profile to notify its contacts of specific loads being ether picked up booked, delivered, etc.

You can also setup the sales person to receive the same notifications if they prefer. (Note this will only notify the contact you set to receive said notifications from their contact profile screen. Both the Notification Preferences and the contact notifications options need to be in place for them to receive updates.)

How do I assign a tariff to a customer?

From the customer profile click on the "Pricing / Tariff List" in "Customer Tools", from this screen you can select to add an existing "Cost Plus" tariff, or make a new one.

If you wish to create a new cost plus tariff for your customer, you can use the "Create Cost Plus Tariff" box. From the drop down in that module you can select the carrier tariff to use as the base then add in you minimum addition, as a percentage or flat dollar amount. Once you have entered your new preferred mark up click on "Create Tariff".