Clients
Request new client setups and manage existing client records — contacts, addresses, credit, documents, and shipment history.
By Poltai1 author17 articles
- How to Check Client Availability Before Requesting SetupHow to use the Check availability field on the Clients dashboard to confirm a prospective client isn't already assigned to another rep before pursuing the account.
- How to Update the Sales Representative on a ClientHow to change the sales representative assigned to a client, who can be assigned, and what the change does and doesn't affect.
- How to Update a Client's Rate Confirmation InstructionsHow to edit the standing Rate confirmation instructions on a client — the text appended to every ratecon generated for their shipments.
- How to Add, Edit, and Delete Notes on a ClientHow to add, edit, and delete internal notes on a client record, what belongs in a note, and why deletion is irreversible.
- Reading a Client's Freight Requirements HistoryHow to read the Freight requirements tab on a client record — a read-only history of requirements used on past shipments, not a configuration that auto-applies.
- How to Generate an Itemized Invoice for a ClientHow to generate an itemized invoice breaking out linehaul and accessorial charges — and why it must be done before releasing the load.
- How to Navigate the Clients DashboardAn orientation to the Clients dashboard — where client records come from, default columns, the Check availability field, and how to search, filter, and customize.
- How to Add and Manage Saved Addresses on a ClientHow to add pickup and consignee addresses to a client record so facility manager, appointment type, timezone, references, and notes carry over to new shipments automatically.
- How to Add and Manage Contacts on a ClientHow to add, edit, and delete contacts on a client record, plus a reference for every contact type and what each is used for.
- How to Manage Documents on a ClientHow to view, search, download, upload, share, and delete documents on a client record, and when to attach a document to the client versus the shipment.
- How to Set Up a ClientHow to add a new customer in polt.ai yourself, or invite the customer to fill in their own details.
- How to Update a Client's General Details and Primary ContactHow to edit the editable fields on a client's General tab — business info, sales rep, primary contact, and rate confirmation instructions — and what only Accounting can change.
- Reading a Client's Credit Panel and NOA StatusWhat each value in a client's Credit section means, which Status and NOA combinations let you book versus block a shipment, and how to request a change.
- How to View a Client's Shipment HistoryHow to use the Shipments tab on a client record to look up past loads, historical rates, and what's currently in motion.
- How to Find and Review a ClientHow to find a client in polt.ai and read their record — the General tab, credit panel, every tab available, and what to check before booking a new shipment.
- Understanding Client Lead, Credit, and NOA StatusesA reference for the three status fields on a client record — Lead status, Credit Status, and NOA status — what every value means, and the three conditions required before…
- Client Prepayment OptionsWhat to do when a client needs to prepay for a shipment by ACH, wire, or check, and how to submit the prepayment ticket.