Customers

Customer Management is where you create and maintain customer accounts. It’s under Administration → Customers (/operations/customers). Customers are what bookings, quotes, and rate cards attach to — a rate card only prices for a customer once it’s assigned to them.

The customer list

The list shows every account, with:

• a Search box (company / contact), and a status filter — All, Active, or Inactive;
• columns:

Column	Shows
Company	The customer’s business name
Contact	Primary contact
Location	Their main address
Status	Active or Inactive
Portal	Whether they have a Customer-Portal login
Bookings	Booking count
Revenue	Total revenue
Created	When the account was added
Actions	View / Edit / Portal access / Archive (or Reactivate)

Add a customer

1. Click Add Customer (top-right).
2. Fill in the company and contact details.
3. Save.

The customer appears in the list and can then be assigned rate cards.

Open & edit a customer

Use the row actions to view a customer (details, sites, bookings and revenue) or Edit their company/contact details.

Sites (delivery addresses)

A customer can have multiple sites — the pickup/delivery addresses used on their bookings. From the customer you can:

• Add a site,
• Edit a site,
• Set default — the default pre-fills on new bookings, and
• Delete a site.

Portal access

The Portal column shows whether the customer has a login to the Customer Portal (where they can request quotes and track shipments).

• Grant access to create their login.
• Revoke to remove it.

Archive & reactivate

Retiring a customer is an archive, not a hard delete:

1. Archive deactivates the account — it drops out of the default (Active) list but is kept for history.
2. To bring it back, set the status filter to Inactive, find the customer, and Reactivate.

Archive rather than delete whenever you want to preserve the customer’s booking and revenue history.

Related

• Rate cards & pricing — assign pricing to a customer.
• Rate card settings — per-customer global fallback.