In this menu you can manage Customers. (The Customer is technically the bill payer.) The Customer can be the same as the Addressee or the Sender. The Customer Interface can be enabled on a per Customer basis (when disabled, it cannot access the Customer interface, by default).

Customer table

From the ClientThe Customer (bill payer) pays the Courier Service for the delivery of parcels. You can also be the sender / recipient of the shipment. He/she uses the Deliveo customer interface.s table, you can directly enter the ClientThe Customer (bill payer) pays the Courier Service for the delivery of parcels. You can also be the sender / recipient of the shipment. He/she uses the Deliveo customer interface. Interface of the selected ClientThe Customer (bill payer) pays the Courier Service for the delivery of parcels. You can also be the sender / recipient of the shipment. He/she uses the Deliveo customer interface. by clicking on the icon in the first column (opens in a new window). You can add a new ClientThe Customer (bill payer) pays the Courier Service for the delivery of parcels. You can also be the sender / recipient of the shipment. He/she uses the Deliveo customer interface. by clicking on the "+" button in the bottom bar. If you want to create many clientThe Customer (bill payer) pays the Courier Service for the delivery of parcels. You can also be the sender / recipient of the shipment. He/she uses the Deliveo customer interface.s in one session, you can do this by importing files.

The clientThe Customer (bill payer) pays the Courier Service for the delivery of parcels. You can also be the sender / recipient of the shipment. He/she uses the Deliveo customer interface. manager dialog

Basic data

Here you need to enter the ClientThe Customer (bill payer) pays the Courier Service for the delivery of parcels. You can also be the sender / recipient of the shipment. He/she uses the Deliveo customer interface.'s name, address and other details. If you are using a billing plugin, this will be the customer's data.

Warehouse Management

In the Warehouse Management tab, there are three options for the Customer's warehouse management:

1. DispatcherDispatcher A member of the Courier Service. Liaises with customers and dispatches couriers. He/she uses the Deliveo dispatcherDispatcher A member of the Courier Service. Liaises with customers and dispatches couriers. He/she uses the Deliveo dispatcher (admin) interface. (admin) interface. ⇒ in this case, the CourierThe person who delivers and delivers parcels to the recipient. Service DispatcherDispatcher A member of the Courier Service. Liaises with customers and dispatches couriers. He/she uses the Deliveo dispatcherDispatcher A member of the Courier Service. Liaises with customers and dispatches couriers. He/she uses the Deliveo dispatcher (admin) interface. (admin) interface. can add (deposit) stock to the selected Customer's warehouse.
2. Customer ⇒ in this case, the Customer can add items to his stock himself
3. Negative stock quantity ⇒ if this is checked, the Customer's stock can be negative

In the case of Inventory Management, if both checkboxes are unchecked, the Customer is effectively not managing inventory, nor does the Customer see the "Inventory" menu item in their own interface. If both are ticked, both the Customer and the CourierThe person who delivers and delivers parcels to the recipient. Service Dispatch can store goods in the Customer's warehouse. Both the CourierThe person who delivers and delivers parcels to the recipient. Exchange and the Customer can add items to the package from the article master in any of the above options. The settings apply only to inbound.

Access

If you would like to use the Customer interface, you can generate a password for them, which the system will automatically send to the customer's email address. The "Active" option is used to suspend the clientThe Customer (bill payer) pays the Courier Service for the delivery of parcels. You can also be the sender / recipient of the shipment. He/she uses the Deliveo customer interface.. In Inactive state, the customer can also log in, view their older mailings, but cannot create a new one. The API key generated here must be given by the CourierThe person who delivers and delivers parcels to the recipient. to the Customer to use the API. The API gives the Customer access to almost all the functions that the Customer would have access to from the Customer Interface.

Delivery options

In Deliveo's system, it is possible to turn off one or more of the globally enabled delivery options per customer. Delivery options disabled here will not be available when creating a shipmentSend to An identifier that groups together packages sent from a Sender to a Recipient by a Customer at the same time. In practice, this is understood to mean the entire shipment, even if it consists of several Packing Units., neither in the clientThe Customer (bill payer) pays the Courier Service for the delivery of parcels. You can also be the sender / recipient of the shipment. He/she uses the Deliveo customer interface. interface nor when querying via API.

Notifications

It is possible to create a different notification profile per Customer than the global setting. Each notification type can be switched on/off separately.

Settlement

Payment method: Here you can set whether the Customer pays for the deliveries in one payment (e.g. monthly on one invoice) or whether the Shipper or the Recipient pays for each delivery.

Km charge: if you want to charge each delivery individually based on the distance travelled, you can set the charge here.

Group: you can organise the Customers into a set of your choice and then work with this set. You can use the group as a parameter for automatic fareThe fee charged by the Courier to the Customer for the provision of the Service. Includes any insurance and extra charges. calculation.

External identifier: if you are working with several systems, this data can be the identifier of the same Customer used in another system (e.g. CRM or billing).

Partner data

If you allow a customer to delegate a shipmentSend to An identifier that groups together packages sent from a Sender to a Recipient by a Customer at the same time. In practice, this is understood to mean the entire shipment, even if it consists of several Packing Units. to a partner courierThe person who delivers and delivers parcels to the recipient. service, you can set up unique data authentications on this tab.

Customer import

The file to import must consist of the following fields. The first row of the file is a header, so the order of the columns is arbitrary. Field separator: ; (semicolon). Fields in bold are mandatory.