How to edit Accessorials assigned to a Customer [Step-by-step guide]

Modified on Tue, 07 Mar 2023 at 01:01 PM

When setting up your techTMS environment, you might need to update Accessorial information for several reasons, from changing basic fields, to removing, expanding or updating values.

NOTE: Make sure that you are operating under the right environment beforehand.

To do it, you will have to:

1. Click Maintenance to deploy the options list and select Customers

2. Click the Accessorials button for the Customer you will edit it from 

A new tab dedicated to the Customer-Accessorials list will open, follow the steps in this new tab.

3. Click Edit on the row of the record you need to update

4. Complete the fields accordingly:

  • Accessorial: Select the accessorial from the dropdown list
  • Cost: Indicate the cost of that accessorial

5. Press Save to apply the changes

Once the Accessorial has been added to the Customer, it will be taken into account any time it's used in orders.

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