Account Profile

The purpose of this module is to reduce redundant information entry, place tighter controls on the order entry workflow, and give users access to account-specific information. The module provides a way to setup a template of information per Account including typical tasks to be performed each time, rate plans used for the account, contracts negotiated with the account, and special instructions. It provides the tools to inquire what services the shipper needs and to compare those services to those that are authorized services, as defined by the account profile. Many movers are faced to absorb the cost of services provided because at the time they are requested by the shipper, sales and coordinators do not have this information at their finger tips. As a coordinator creates a new order, selecting an account profile will auto-populate a variety of fields; thus controlling the process for each national account move and enforcing consistency all the way through to the General Ledger.