Managing a Customer – Location Defaults

Location Defaults are customer-level values that apply automatically to all of the customer's locations. They save time by pre-configuring settings that would otherwise need to be set individually on each location. Any location can override these defaults if needed.

To access Location Defaults, navigate to Admin > Customer Setup > Customers, click Manage on any existing customer, and then click the Location Defaults tab.

The Location Defaults tab has three sub-tabs: Location Settings, Accounting Profile, and Operations Profile.

Location Settings

This sub-tab controls the default system settings and feature configurations that will apply to all of the customer's locations. Click Edit to make changes, then Submit to save or Cancel to discard.

• System Settings – Covers general values governing rating, booking, and workflow configurations, such as the measurement system, assigned sales representative, and whether bookings require a billing reference number or an external broker.
• System Features – Controls per-location feature availability, such as whether volumetric rating is allowed.

Accounting Profile

This sub-tab sets the default financial configuration used in processing for all of the customer's locations that do not explicitly override it. Click Edit to make changes.

• Accounting Settings – Covers general financial setup including accounting code, payment method, region, booking currency, accounting email, and whether to send an email notification when a Proof of Delivery is received.
• Location Markups – Sets default per-line-item markup percentages by service type, including LTL, Full Truck, Courier, Insurance, Air, and Ocean services.
• Billing Address – The default address to which the customer's locations will be invoiced.

Operations Profile

This sub-tab sets the default operational configuration used for all of the customer's locations that do not explicitly override it. Click Edit to make changes.

• Operations Settings – Covers general workflow setup, including the TSA Shipper Status and whether estimated CO2 emissions are displayed on routes.
• Operations Contact – The default contact details shared with carriers and teams involved in shipment deliveries on behalf of the customer's locations. The system may send automated notices to the email address provided.
• Operations Emails – Additional email addresses to receive operational notifications.