Managing a Customer – Locations

The Customers Locations tab is the first screen you land on when you click on manage to any of the existing customer on the screen. It lists all locations associated with that customer and lets you manage each one individually.

The Locations List

The list shows all locations for the customer with the following columns:

• Location Name – The name of the location
• Assigned Sales Person – The sales representative assigned to this location
• Acct Profile – Whether an Accounting Profile has been configured (✓ / ✗)
• Ops Profile – Whether an Operations Profile has been configured (✓ / ✗)
• Booking Allowed – Whether booking is enabled for this location (✓ / ✗)

Click Manage on any location to open its management page.

Managing a Location

Each location has its own management page with four tabs: Settings, Accounting Profile, Operations Profile, and Address Book.

Settings

The Settings tab lets you view and edit the general configuration of the location. Click Edit to make changes.

Location Basics

• Location Name – The name displayed to all users when booking shipments. Use a clear, specific name such as "Head Office" or "Vancouver Branch".
• Allow Booking – Controls whether users can book quotes and incur charges to the location.

System Settings

These values govern rating, booking, and workflow configurations. Each setting shows a Default Setting inherited from the customer level, with the option to apply a Location Override.

• Measurement System – Units of weight and distance used for this location's ratings and bookings
• Sales Representative – The user credited for this location's bookings
• Require Billing Reference No. – When enabled, all bookings will require a billing reference number
• Require External Broker – When enabled, all shipments will use a third-party customs broker

System Features

• Allow Volumetric Rating – Controls whether users can rate volumetrically for this location

Click Submit to save or Cancel to discard changes.

Accounting Profile

The Accounting Profile tab shows the financial configuration for the location. These values override the Customer's Location Defaults and are used in financial processing. Click Edit to make changes.

Accounting Settings

• Accounting Code – The financial reference code for this location
• Payment Method – The payment method used for this location's invoices
• Region – The region associated with this location
• Booking Currency – The currency used for bookings
• Email – The accounting contact email address
• When POD Received – Toggle to control whether an email notification is sent when a Proof of Delivery is received

Location Markups

Per-line-item markup percentages applied to costs by service type: LTL, Full Truck, Courier, Insurance (with optional Min and Max), Air Domestic, Air Export, Air Import, Ocean Domestic, Ocean LCL Export, Ocean LCL Import, Ocean FCL Export, and Ocean FCL Import.

Billing Address

The address to which the location will be invoiced. Fields include Name, Country, Address Line 1, Address Line 2, City, State/Province, and Postal Code.

Operations Profile

The Operations Profile tab shows the operational configuration for the location. By default, the location inherits the Location Defaults from the Customer.

To create a location-specific Operations Profile, click Override Defaults. A warning will appear stating that this action cannot be undone. Click Proceed to confirm or Cancel to go back.

Operations Settings

• TSA Shipper Status – The location's TSA shipper classification (e.g., Known Shipper)
• Display CO2 Emissions – Toggle to show estimated carbon emissions on routes for this location

Operations Contact

Contact details shared with carriers and teams involved in shipment deliveries on behalf of this location:

• Contact Name
• Phone
• Fax
• Email – The system may send automated notices to this address

Operations Emails

Additional email addresses to receive operational notifications for this location.

Address Book

The Address Book tab lists all addresses associated with this location's bookings. Each entry displays the Address Name, Country, and Postal Code, along with a Manage link to edit it.

Click + Add Address to add a new entry. Both adding and editing use the same form with the following sections:

Company & Address

• Company Name, Address Line 1, Address Line 2, City, State, Postal Code, Country

You can also use the Duplicate from Address Book dropdown to pre-fill the form from an existing entry.

Contact Information

• Contact Name, Email, Phone, Fax, Open Time, and Close Time

The system may send automated notices to the email address provided.

Tax Payer Numbers

Multiple tax payer numbers can be associated with a single address book entry.

Filing Data

• Surety Bond Number and Surety Bond Expiration
• KSMS Number and KSMS Screenshot
• Duty and Tax Payment – Payment method for duties and taxes (e.g., Cash On Delivery)
• US POA On-file – Whether a US Power of Attorney is on file for this address

Click Save Updated Details to save or Discard Changes to cancel.