To add a customer to the system, follow these instructions below:
Open Dr Dispatch and go to the Trucking system.
Go to the "Customers" tab at the bottom of the screen.
Click on the "Add Customer" button.
4. Enter the customer's information into the "Add New Customer" popup.
5. Click the "Copy to Billing" button if physical and billing address are the same. (This is optional.)
6. Click the "Save" button.
Terms used in the customer tab
Cust Id is the unique ID used by Dr Dispatch internally. This cannot be changed.
Customer Name is the name of the customer, how it prints on the invoice, and how a load this customer is assigned to will show up in a search.
Address1, Address2, City, State, and Zip combine to make the physical address.
Phone 1, Phone 2, Fax, Contacts, and Email combine to make the physical contact information for the customer.
Salesman is the commission employee assigned to the customer. The salesman payroll section can be used to pull pay figures based on this information. This setting is optional.
Amount is a %, entered as a fractional (10% being 0.1) the salesman gets of the Gross Pay per load.
Copy Physical >> Bill To quickly copies relevant physical address information to the Billing Address side.
Add Customer to Shipper/Receivers quickly adds this customer as either a shipper or receiver.
Billing Address tab goes to the Billing screen for the customer. This is different from the physical address screen.
Rate Quotes tab shows the rate quotes for the customer.
Financial tab shows the financial for the customer.
Documents shows any attached documents related to this customer.