View and edit customer details

After a customer has been created, you can view and edit the customer details by navigating to Accounts > Customers in the left navigation bar. From here, you will be directed to a view containing all customer accounts. 

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Viewing, sorting, and filtering the customer view

Once in the view that contains all customers, you can choose to view the list in card view or list view. Clicking the card icon at the top right corner will allow you to view all of the customer account cards, while clicking the list view icon from the top right corner will present customer accounts and their information in a list.

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Note: The Customers page displays the card view by default. 

To view customers by company, account, or updated date, click the two-arrow icon located near the top-right of the list and select your option from the drop-down list. You can also choose to view the page by company or account.

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Clicking the filters icon allows you to quickly filter by the customer's name, customer profile account status (Created, Active, Inactive, Prospect, or Suspended), company name, city/state, created date range, account owner, tags, and/or groups.

Additionally, you can access any filters you have previously saved by selecting from the My filters drop-down.

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Editing customer information

When you've located and clicked on the customer's account, you'll be taken into their profile. The white ribbon across the middle of the screen shows the various tabs you can select to view or edit information. 

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Summary tab

The Summary tab displays cards showing the customer's stats, documents, notes, shipments, and timeline updates. The Summary tab displays the following information:

Stats card

The Stats card provides a snapshot of your history with the customer account using the fields described in the list below.

Important note: The data shown in the Stats card is typically updated once a day at 7:30 AM Coordinated Universal Time (UTC) / 2:00 AM U.S. Eastern Standard Time (EST). Depending on the time of day that you view the Summary tab, the displayed data may be up to 24 hours old.

However, the Available credit field is updated every 10 minutes to ensure the accuracy of your organization’s daily business activities.

  • Parent account: The Parent account that is linked to the customer account.
  • Shipments: The total number of shipments for this customer account in the last three years.
    • This number excludes those shipments with Canceled, Quote active, and Quote inactive statuses.
  • Total revenue: The total revenue generated by shipments for this customer account in the last three years.
    • This amount excludes revenue from shipments with Canceled, Quote active, Quote inactive, and Tendered statuses.
  • Net revenue per shipment: The average revenue per shipment for this customer account in the last three years.
    • Shipments with Canceled, Quote active, Quote inactive, and Tendered statuses are not included when calculating the average net revenue from the customer’s shipments.
  • Margin %: The average cost margin percentage on shipments for this customer account in the last three years.
    • This percentage excludes revenue from shipments with Canceled, Quote active, Quote inactive, and Tendered statuses.
  • A/R: The total amount of outstanding payment owed to you by the customer, across all shipments in the last three years.
    • Turvo excludes shipments with Completed and Canceled statuses when calculating this amount.
  • Available credit: The total credit that is still available for the customer account.
    • Available credit is calculated by removing any outstanding invoices from the Credit limit designated in the Billing section of the Details tab.
    • Any payments made by the customer will increase their available credit, while outstanding invoices will decrease the available credit.
  • Customer since: The total length of time since the first shipment was created for the customer profile, excluding shipments with Canceled, Quote active, Quote inactive, and Tendered statuses.

Recent documents card

The Recent documents card in the Summary tab displays the documents recently uploaded to the Customer profile. The card also provides options to add a document to the account and view all documents housed in the Documents tab.

Note: If no documents have been uploaded to the Documents tab of the Customer profile, the card will not display in the Summary tab.

Notes card

The Notes card in the Summary tab displays any notes logged in the Notes tab of the Customer profile. Like the Recent documents card, the Notes card also provides the ability to create a new note on the Customer profile.

Note: The card will not display in the Summary tab if there are not any saved notes in the Notes tab of the Customer profile.

Conversations card

The Conversations card displays a summary of messages you have permissions to view with contacts associated with the Customer account. Conversations can also be viewed and started in the Messenger tab.

Note: If there are no messages between contacts associated with the Customer account, or you don’t have permissions to view certain messages, the card will not display in the Summary tab.

Details tab

To edit the details that are in the customer's profile, navigate to the Details tab. Some features described below may not be enabled by default for all tenants. If you see something you'd like to enable for your tenant, reach out to your Turvo representative for more information. 

Note: Only users with Admin permission and above can edit the customer profile status, update the customer's billing information, and add/remove account owners.

General

The General section allows you to edit the customer's address, phone number, email address, add the customers company's website information, add special instructions, and update the customer's profile status.

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Protip: Customers are defaulted to Created status when they are initially created. Update them to Active under the Status segment in order to add them to shipments.

The Profile segment can be expanded to reveal to basic profile data fields. Addresses, phone numbers, and email addresses can be added for the organization. One of each can be marked as Primary for each category.

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The customer Special Instructions text can be configured to copy to carrier and/or customer rate confirmations that are generated in a shipment with that customer. Ask your Turvo representative about this feature if you do not see the below options in your tenant. Notes about this customer that are important to share on the shipment can be added here.

Make sure to click SAVE to save any changes you've made!

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Note: Users with Editor permissions and above can edit customer special instructions. If you update your special instructions settings to copy onto rate confirmations, this will only affect newly-generated documents, not previously-created documents.

IDs

Special IDs to reference the customer can be added under the IDs segment if needed. Options include adding a CRM ID, ERP ID, Project ID, Contract ID, or other ID that your organization uses to reference this customer.

You can also click + Add ID to add multiple IDs.

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Stats

The Stats segment of the customer details shows account statistics, including current balance, average days to pay, and when they became a customer.

Billing

In the Billing section of the Details tab, you can add the customer's billing information. Customer billing information can include:

  • Bill to name and Address 
    • Note: Only Bill to name is required to save billing information.
  • Phone number
  • Invoice consolidation rules
  • Pay terms
  • Credit limit
  • Billing email
  • Billing contact
  • Billing instructions

Use the checkboxes to enable the following for that particular Customer:

  • Customer pays unloading: Check the box if the customer always pays the unloading fee to have it defaulted to their profile.
  • Auto invoice: Check the box to automatically create and send an invoice whenever a shipment assigned to this Customer reaches the Ready for billing status.

You can also click + Add third party bill to to add multiple Bill to accounts, if applicable.

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For more details on payment and billing settings, watch the Video: Account-level settings for payments & billing.

Accounting

This is where specific accounting information, including unique IDs and integrations with third-party accounting systems will be configured.

If no fields are shown, or you need to add an additional accounting system, click +Add Accounting System to configure an accounting system integration for the customer. 

The Accounting system drop-down will allow you to select from accounting systems that are available in your tenant. 

The ID type drop-down will allow you to select from available ID types, which will differ based on the accounting system selected. Possible ID types include GL Code, Cost center, Account, Xero ID, Netsuite ID, or Quickbooks Online ID.  

Use the Value field to enter the ID for the customer in the selected accounting system. Click SAVE once complete.

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Note: Multiple ID types can be associated with the same accounting system, and multiple accounting systems can be associated with the same customer.

Protip: Check out our article on Turvo's Financial Management System integrations to learn more about available accounting integrations.

Account owner

The Account owner is the user who manages the customer's account with your organizations, such as the sales representative that works with the customer. Typically the Account owner is set when the customer account is created. This field can be changed only by Admins and Super admins. 

Commissions

In order to allot a specific commission percentage of the net revenue to users in your tenant for the customer’s shipments, add their name here with the appropriate commission percent. Additional users can be added to receive commission by clicking + Add user.

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Note: These users’ commission percentages are modifiable on a per shipment basis, prior to the Billing phase, using the shipment’s Details > Commissions section. See our article on Managing commission owners and additional commission users on a shipment to learn more.

Groups

Any groups that the customer has been added to will be listed here. Click to expand the segment and select + Add group to add the customer to additional groups.

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Settings

The Settings section of the customer profile gives you the ability to configure sharing, costs markup, and threshold settings for the customer. 

Note: The Costs Markup section is only applicable if you have rating and booking functionality with P44.

Sharing

The Sharing segment allows you to use the following toggles to configure the sharing settings for the customer profile:

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  • Share the carrier operating the shipment with customer: Determines whether the operating carrier will be visible to this customer on shipments. 
    • When this feature is toggled on, the customer will see the carrier performing the shipment in the Operated by segment of the Carriers block in the shipment details.

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  • Display the customer to operating carriers on shipments: Determines whether or not this customer will be visible to operating carriers on shipments. 
    • When this feature is toggled on, the carrier will see the customer displayed as Shipper in the Stops segment of the Customers block of the shipment details.
    • Note: These first two toggles are not enabled by default. For more information, reach out to your Turvo representative.

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  • See ratings and quotes from our carriers: Allows the customer to see ratings and quotes from carriers.
  • Soft select carriers: Allows the customer to select their preferred carrier when rating an LTL shipment, but booking will be completed by the broker.
  • Book carriers directly: Allows the customer to book carriers for LTL shipments directly from their tenant.
    • Note: For more information on the customer’s experience when the Allow this customer to: toggles are turned on, see our LTL Shipment Guide article. 
  • Modes supported: Determines which modes are supported in the rating, quoting, and booking feature.
    • Note: LTL is the only mode supported at this time.

Costs markup

In this section you can set the costs markup over carrier costs - either with a minimum and maximum dollar amount, or a certain percentage markup over carrier costs. 

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Thresholds

Configure thresholds to determine running and approaching late notifications for shipments with this customer added. For information on how to configure these settings, see our article on Manage and configure #ApproachingLate and #Runninglate thresholds.

If your tenant also utilizes tenant-level default thresholds, then thresholds configured here will override the tenant-level thresholds for the customer account that you are managing.

Protip: If you have Admin-level permissions or above, you can click the Check here link in the reminder text above the Thresholds segment’s table to be redirected to the tenant-level settings in the Admin console.

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Document sharing

The Document sharing segment controls customer account-level settings for both the automatic document sharing feature and the invoice auto-sharing feature, and the delivery link document sharing feature. These features provide the ability to configure automatic sharing of documents that have been added to a shipment, regardless of where the document originated. 

Automatic document sharing is configured and controlled within the customer profile in Turvo, so it can be customized per customer. For more information on how the sharing flow works and how to set up document sharing, see our Enable automatic document sharing in customer accounts article.

Invoice auto-sharing is used in conjunction with the auto-invoice feature to automatically share automatically-generated invoices to customers with tenants connected to your Turvo network. See our Auto-invoicing for customer invoices article to learn more about invoice auto-sharing.

The document sharing on delivery links feature allows for consignees receiving delivery location links to receive relevant customer documentation with the delivery links sent to their email during the shipment process. An Admin-level or higher user must enable the Show documents setting in Admin Console > Settings > Shipments > Share links > Delivery links to enable this type of sharing. See our Enabling location link & Turvo link features for your tenant article to learn more.

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Distance provider

Note: This is only available for those tenants with connected distance providers. To integrate your tenant with a distance provider, reach out to your Turvo representative. 

The Distance provider segment allows users with Admin-level permissions and above to configure and save your distance provider parameters within your customer’s settings. That way, your mileage calculations will match and reconcile according to your customer’s mileage calculation requirements. 

For more information on configuring distance provider parameters, see our Configure distance provider parameters Help Center article. 

Shipment ID

The Shipment ID segment allows you to specify a secondary ID type to attach to orders and shipments for your customer. This is useful when the customer requires a different secondary ID from what is configured at a tenant-level. See our article, Secondary IDs for Shipments and Orders, to learn more.

Fuel surcharge

The Fuel surcharge segment is used to configure fuel surcharge (FSC) plan preferences for the customer’s shipments. With these fields, you can apply one of the FSC plans created for your tenant and the shipment mode(s) that plan will apply to. Once applied, the fuel surcharges to be billed to the customer is automatically calculated and applied using prices from the fuel index and costs ranges created for the FSC plan. 

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See our article, Create and assign fuel surcharge plans, to learn more about creating and utilizing FSC plans. 

Invoice ID Sequences

The Invoice ID Sequences section is available if your tenant utilizes the Invoice sequencing feature. Use this section to configure rules for how invoice ID numbers are created for this customer. 

See our article, Configure and assign customer invoice ID number sequence rules, to learn more about configuring customer invoice ID sequences in this segment.

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Document templates

Tenants that use the Document templates feature in the Admin console can view any secondary document templates that are assigned to the customer account for document creation using the Document templates segment. Clicking a template name in this section opens the template in the Admin console for Admin and Super Admin users.

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See our article on Configure Document templates in Admin console article to learn more about creating custom templates and assigning them to customer accounts.

Carriers

In the Carrier section, you can configure blacklisted carriers for each customer. To enable blacklisted carriers, toggle ON Blacklisted and select the carriers you want to blacklist.

Once enabled, blacklisted carriers cannot be manually assigned to a shipment, and they cannot be selected automatically by your network, routing guide, or API.



Important Note: If a carrier is blacklisted after being added to a routing guide, tenders will go out for that carrier.

Shipments tab

The Shipments tab allows you to see all of the shipments that have been created for the specific customer, with booking statistics displayed in the top right corner. Hovering over a shipment card will reveal the Fast Action Button, allowing you to make updates to customer shipments right from here. Clicking on a shipment card will take you into the shipment summary page.

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Timeline tab

Any changes that are made to the customer's profile will appear in the Timeline tab. The timeline provides details on who made the change, and when. Any timeline entry that has a link to view More on the left side can be expanded for further detail.

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Contacts tab

The Contacts tab allows you to add a new contact to the account as well as view and edit all existing account contacts.

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Documents tab

The Documents tab houses any documents added to the customer's profile. You can also add documents that are specific to this customer's account by selecting + Add document.

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Messenger tab

The Messenger tab will display all messages that you have permissions to see regarding that particular customer. You can even start a new message directly from here. For more information on how to use Messenger, check out our Message your Turvo contacts article.

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Notes tab

If there are any notes (or private special instructions) for any customer, you can add the details in the Notes tab of the customer's profile. Notes are not shared across tenants, but they will be visible to all users in your tenant.

To create a note, select + Add note, input the note details, and click the small green check mark in the upper left corner of the note box. 

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If you added a note in error, you can delete it by selecting the trash icon in the upper right corner of the note. 

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Locations tab

The Locations tab shows specific locations that are assigned to the customer's account. 

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Note: Locations cannot be added to a customer account from this tab. Locations can only be added to a customer by accessing the Location profile.

Tasks tab

The Tasks tab allows you to create and manage tasks specific to the customer’s account. Tasks are a productivity feature that gives you a running to-do list of loads that need attention. Some tasks are automatically generated by the Turvo platform, and others can be created and assigned to you or others.

When tied to Customer accounts, tasks provide the ability to monitor and manage tasks that may be required for the management of your relationships and workflows with customers, such as one-time reminders to follow up with a prospect or recurring tasks that you may need to track, like the creation of a monthly batch invoice.

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See our Create and manage account-related tasks article to learn more about using the Tasks tab to improve your workflow.

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