4. Clients

Autodocketing
The auto docketing feature when enabled, automatically creates docket numbers for bookings once they've been saved. Auto docketing can be configured pe...
Wed, 28 Nov, 2018 at 1:55 PM
Fuel Adjustment Factors (FAF Groups)
Fuel Adjustment Factor groups (FAF Groups) are a special company record type which allow you to assign the same fuel adjustment factors to multiple clien...
Wed, 28 Nov, 2018 at 2:03 PM
Creating, modifying and disabling a client company record
The Companies Screen The Companies screen (found in the Super User menu) allows you to create and modify client and subcontractor company records, an...
Wed, 28 Nov, 2018 at 2:26 PM
Creating a client user account
Creating a client user account is the same as creating an internal user except the company name selected will be theirs. Open the Super User me...
Wed, 28 Nov, 2018 at 3:07 PM
Setting and removing default booking addresses
When a booking is created for a client, the booking's address fields are normally empty and must be entered or selected by a user. In some cases it ...
Wed, 28 Nov, 2018 at 3:14 PM
Financial role and tasks (clients only)
A set of tasks that affect financial features that a client user has access to Show Charge Toggles whether a client user can see charge and e...
Wed, 28 Nov, 2018 at 3:45 PM
Customer role and tasks (clients only)
A set of tasks that affect what general features a client user has access to Bookings - Freight Client user can create freight bookings...
Wed, 28 Nov, 2018 at 4:05 PM
Advanced client configuration
The company profiles tab (found in the company menu) contains advanced configuration options for a client. To modify a client's profile a user...
Wed, 28 Nov, 2018 at 4:07 PM