Customers

Customers is the list of the companies (or people) you do transport for. Customers are reused across many orders, so getting them right early makes order entry faster.

Customer creation form with company details and contact information

How to open Customers

Go to Registry → Customers. Customers is the tab the Registry opens on.

The list shows Name, Address, Postal region and Groups by default. Use Customize table columns to show more, such as the organization number, internal customer number or contact details. Type in Filter customers to find a customer.

How customers and locations relate

• A customer is the company or person you do the transport for (e.g. “Acme Logistics AS”).
• A location is a physical place where a stop happens (pickup or delivery). Locations are reusable across orders and customers. See Locations.

How to create a customer

1. Go to Registry → Customers.
2. Click Add New Customer.
3. Fill in the form (see below).
4. Click Save.

What’s on the customer form

General customer details

• Customer type — Business or Private.
• For a business: search for the company in Customer Search (results include matches from Brønnøysundregisteret), and fill in the Organization Number.
• For a private customer: Customer Name.
• Customer groups — the groups the customer belongs to. See Groups.
• Internal customer number and Accounting ID — optional references, for example from your accounting system.

Customer address

Search for the street in Street name and pick the address. If the search doesn’t find it, use Pick manually to fill in the fields yourself. The address needs a street, a street number, a postal code, a postal region, a country and coordinates.

Contact person

• Send an SMS with arrival time? — Yes or No.
• First Name, Last Name, Email and Phone Number of the contact person.

Price List

This card is shown only when order pricing is turned on for your organization. Pick the customer’s Price List.

On an existing customer, the card also shows whether the customer has customer-specific prices:

• Prices based on a price list, with the number of changes. Click Open to see them.
• Otherwise, click Add customer-specific prices to start giving this customer its own prices.

See Settings → Pricing for how price lists and customer prices work.

Advanced customer details

• Customer priority — Low, Medium (default), High or None.
• Send POD to contact person — whether the contact person gets the proof of delivery. Default No.

Access to order types

Use this card to give the customer access to order types:

1. Click Add access to order type.
2. Search for the order type, tick Order type read and click Save.

Each entry then shows what the customer has access to, for example Customer has access to everything.

How to edit a customer

1. Go to Registry → Customers.
2. Click the customer’s row. The customer opens in a panel beside the list.
3. Make your changes.
4. Click Save.

Web Portal Access (add-on)

Web portal user creation for customer self-service access

Logins for your customers’ own users are managed by an Admin under Settings → Customer web → Users, not on the customer form. See Customer Users.

What’s next

• To add the addresses orders go to, see Locations.
• To start using a customer on orders, see Creating orders.