Client Management

Administrator can manage their clients in here, including assigning shipping contract, assigning agent, , assign permission group, billing options, review client information and export rate sheet.  We do have articles about the important function, please click the below links to read the articles.

Assigning Shipping Contract

Step 1 - Shipping Services Setup

Step 2 - Surcharge Setup

Step 3 - Shipping Contract Setup

Assigning Permission Group

Permission Setup

Assigning Billing Options

Assign Billing Method

In this article, we will talk about the basic function of client setup page.

• Review Client Information
• Assigning Agent 
• Export Rate Sheet
• Accessibility

Review Client Information

Search Path: Setting - Management - Client Setup

Click "Client Setup" under "Management"

Review the client information

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Assigning Agent 

Search Path: Setting - Management - Client Setup

To assign a new agent to the client, click the agent name and select an agent

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Export Rate Sheet

Search Path: Setting - Management - Client Setup

Click "Export Rate sheet"

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Accessibility

These are the accessibility that you could utilized to make the operation easier.

Search

Filter

Arrange Category Display 

Export 

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