Adding customers to your Axis TMS account is a fundamental step in managing your transportation business. Customers are vital for successful operations, and this guide will help you efficiently add customer details to the system. Here's how to do it step by step:
Step 1: Customer Information
- Location ID: This is an automated field and will be generated by Axis TMS.
- Custom ID: Optionally, you can assign a custom ID for internal reference.
Step 2: Location Details
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Type of Location: Choose the appropriate type for the location (Shipper, Receiver, Yard).
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Company Name: Enter the full name of the company.
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Physical Address: Provide the complete physical address of the location.
- Address: Enter the street address.
- City: Specify the city (e.g., New York).
- State: Choose the state (e.g., MI).
- Zipcode: Input the postal code. (this will be auto filled)
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Copy from Physical: If the billing address is the same as the physical address, you can copy it by checking this box.
Step 3: Contact Information
- Primary Contact Name: Enter the name of the primary contact person.
- Primary Contact Telephone: Input the primary contact's telephone number.
- Ext.: Add the telephone extension if applicable.
- Fax Number: Enter the fax number if available.
- Primary Contact Email: Input the primary contact's email address.
- Set as Notification Email: Check this box if the provided email should be used for notifications.
Step 4: Financial and Business Details
- Invoice Pay Terms: Choose the appropriate payment terms from the available options.
- Require Signature on Stop: Indicate if a signature is required on stops (Yes/No).
- Credit Line: Specify a credit line limit for the customer's business.
- Note: Exceeding this limit will restrict further business until the credit balance is cleared.
Step 5: Customer Status
- Status: Choose the current status of the customer (e.g., Active, Inactive).
Step 6: Review and Save
- SAVE LOCATION: Review all the entered information for accuracy.
- Click the "SAVE LOCATION" button to finalize the customer details.
Benefits of Adding Customers in Axis TMS:
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Streamlined Management: Axis TMS provides a structured platform to add and manage customer details efficiently.
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Accurate Billing: Customer information and payment terms are seamlessly integrated for accurate invoicing.
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Credit Control: Set credit limits to manage customer business and prevent over-extensions.
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Effective Communication: Utilize designated notification emails to keep customers informed.
By following this comprehensive guide, you'll be able to successfully add customers to your Axis TMS account, enhancing your transportation business's organization and efficiency.