Customers

 

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Key Use Cases

• Define core customer accounts and their associated MC# and contact data

• Set brokerage permissions and load handling rules by customer

• Apply default commodities and load priorities for planning

• Tag prohibited customers to prevent assignment

• Serve as the master reference for load tendering, billing, and scoring

 

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Navigation Overview

Navigate to Resources > Customers from the left-hand menu or from any Customer hyperlink on Load/Trip Grid or Detail panel.

You will see a sortable and searchable list of all configured customers.

Use filters to narrow by Active status, Load Priority, or Brokerable flag.

 

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Customer Table View

 

Column	Description
Ref. #	System-assigned code for internal tracking
Name	Full legal or operational customer name
Active	Indicates if the customer is active (✓)
MC#	Motor Carrier or shipper identifier
Load Priority	High/Medium/Low (influences planning ranking)
Brokerable	Whether this customer’s loads can be brokered
Prohibited	Blocks optimization from recommending loads
Commodity	Default freight type (e.g., General Freight)
Street/City/Zip	Default address fields for customer
Notes	Internal notes
Contact / Phone / Email	Primary communication info

 

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Adding or Editing a Customer

Click + Add Customer or select an existing customer and click Edit.

This will open a form with the following sections:

 

General Info

• Customer Name: Required field

• Default Commodity: Used in load planning

• Load Priority: Optional preference

• Brokerable: Toggle to allow brokered freight

• Prohibited: Prevents optimization from assigning this customer’s freight

• Active: Must be on for loads to flow from this customer

• Max Unload Duration (days): Optional limit on time allowed at delivery

Address

• Street, City, State, Zip, Country: Used for default routing/geo-tagging

 

Notes

• Freeform entry for planner or ops notes

 

Reference

• MC#: Shipper or DOT number

• Reference Code: Optional string for integration purposes

 

Click Save to apply changes.

 

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Data Dictionary

 

Field	Description	Example
Customer Name	The name shown throughout the app	Walmart West Logistics
Reference Code	Internal or external system identifier	WALMWEST
MC#	Official MC Number for compliance or brokerage	123456
Default Commodity	Sets default freight class for tenders	General Freight
Load Priority	Allows engine to prioritize loads from this customer	High / Medium / Low / None
Brokerable	If enabled, loads can be sent to third-party carriers	Yes / No
Prohibited	If enabled, prevents optimization from selecting or assigning this customer	Yes / No
Active	Whether the customer is active in the system	Yes / No
Max Unload Duration	Max number of days a load can remain at destination	2 days
Contact, Phone, Email	Operational contact for dispatch, routing, or billing	Jane Doe, (800) 555-1212
Address Fields	Default origin or destination references for routing	123 Main St, Miami, FL 33101
Notes	Freeform planning notes or restrictions	“Only ship Monday–Thursday”