General tab

  1. Specify this information on the General tab:
    Customer
    Key to the customer record. This should be an abbreviation of the customer’s company name or of the record type associated with the owner. This is the only required field on the this tab.
    Company
    Full name of the company associated with the customer or long description of the record type.
    Description
    Description of the customer.
    Type
    Type of customer being created. See the owner types description earlier in this section for an explanation of the different types.
    Note: Type must be configured in Codes before use in customer configuration.
    SCAC
    Standard Carrier Alpha Code for the vendor. This field is write-protected for all vendor classifications except carrier.
    Value Added Identifier
    Customer Value-Added Tax ID used primarily in Intra-European Community trade. It can also be used for a United States EIN (Employer Identification Number).
    Pallet Exchange Tracking
    Check box that indicates whether pallet exchange will be tracked. This allows the tracking of various container types.
  2. Click Save.