Adding Customers to Digital Waybill

Whether you're importing customers from Quickbooks or manually entering customers within the program, there are a few things to keep in mind. Besides entering their basic information (company name, address, contact information), you'll also need to create a customer number and password for each customer. Your customers can use these to log in to the online ordering site and Quick Entry client. Even though it's called  a 'customer number', you can actually use any combination of letters and numbers, and the same goes for the password.

Make sure that your customer is assigned a price list. Our pricing system works by associating a default price list and surcharge set to each customer. You can create as many of these lists as you want, but in the customer details window you'll need to select one from the dropdown menu in order to calculate a price for that customer. If you don't have surcharges, you can leave that at <None>. The 'Allow Price Check' option will determine whether the customer can get a price quote before placing an order. If you select 'No', the 'Check Price' button won't be available to them. You can also apply a blanket discount to a specific customer from the '% Discount' field.

By clicking the 'Show Cost Centers' box, you'll be able to subdivide your customer into cost centers (or billing departments). Each cost center can have a unique address and contact. When placing an order, you or your customer will be able to assign the order to a certain cost center, and during invoicing separate invoices will be created for each cost center (though if you have Quickbooks, there will be an option to combine a cost centers into a single customer invoice).

Finally, if you have an e-mail address for your customer, you can check the 'E-mail POD' box to send out confimation e-mails automatically. When an order is completed from the main dispatch screen, Digital Waybill will send out an e-mail to that address informing them that their order was delivered. The status and timestamp are included by default, but to customize these messages, go to 'Settings', 'Software Settings', 'Edit Messages', and click the 'E-mail POD' tab at the top. From here you can select which information is included in the proof of delivery e-mails.