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, you cannot access the Customer interface by default). From the Customers table, you can directly enter the Customer Interface of the selected Customer by using the icon in the first column (opens in a new window). You can add a new Customer by clicking on the "+" button in the bottom bar.

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 have to enter the name, address and other details of the Customer.

• Payment method.
• Km charge: if you want to charge each delivery individually based on the distance travelled, you can set the charge here.
• Group: you can organize the Customers into a set of your choice and then work with this set (e.g. you can include it in a pricing rule)
• External identifier: if you are working with multiple systems, this data can be the identifier of the same Customer used in another system.

Options

Access: if you want to use 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, you can generate a password for him, which the system will automatically send to the email address you have entered here. The "Active" switch is used to turn off order submission, you can still enter the Customer interface when inactive, view your older packages, but you cannot submit a new 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.. 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. Using the API, the Customer can access almost all the functions that the Customer would access from the Customer Interface.

You canselect the Customer's time zone, date format and default currency.

Warehouse Management: in the General 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. is able to 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.

Partner data

When a customer is allowed 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, this tab can be used to set up individual data authentication.

Delivery options

In Deliveo's system, it is possible to disable one or more of the globally enabled individual shipping options per customer. The 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.

Customer import

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

The following Customer data are not part of the above import (default values set during import are in brackets):

• Time zone: Europe/Budapest
• Date format: year-month-day
• Time format: hours:minutes:seconds

If you want to record 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 with a different value, you will have to make the changes manually afterwards.