Before a Customer can create a Consignment, they must first be assigned at least 1 "Account" from a specific Carrier. Multiple Accounts can be added to every Customer, allowing them to choose the correct billing account for each Consignment they generate in the system. Please follow these instructions to add a Carrier Account to a Customer.
Step 1. Select Customer for Editing
Click on the "Customers" menu and then select the customer for editing:
Step 2. Select the Carrier Account to add
Inside the Customer Editor, click on the "Accounts" menu. This will show any existing accounts already assigned as well as how many are available for assignment:
Click in the Search box and then search and/or select the required account:
Then click Add which will take you to a review screen to confirm the Customer Accout:
Step 3. Review & Create the new Customer Account
Review the Customer Account and apply any overrides necessary, then click Create to assign to the Customer.
Click on the "Set as Default" option to make this the default Customer Account.
Click Cancel to abandon any changes made.
Click the "Accounts" menu to see the new Customer Account:
