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Overview

Upwell’s Shipper Profiles module provides freight brokers and logistics companies with a centralized customer management system designed for the transportation industry. The platform helps maintain customer information, track preferences, manage credit terms, and analyze shipping patterns as part of the accounts receivable process.

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System Capabilities

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Customer Data Management

  • Profile Management: Store shipper information including contacts, locations, and communication preferences
  • Shipping Records: Track customer shipping history, lanes, and service preferences
  • Document Storage: Maintain customer-specific documents like rate agreements and contracts
  • Custom Data Fields: Configure custom fields for industry-specific customer information

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Credit Management

  • Credit Application Tools: Process and store credit application information
  • Credit Monitoring: Track customer credit status and history
  • Credit Limit Controls: Set and enforce customer-specific credit limits
  • Payment Terms: Configure and manage customized payment terms by customer

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Account Structure

  • Hierarchical Relationships: Manage parent-child relationships for complex corporate structures
  • Billing Configuration: Set up invoice consolidation rules for enterprise customers
  • Entity Tracking: Record company acquisitions, name changes, and restructuring
  • Access Controls: Define user permissions for different customer contacts

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Reporting Tools

  • Customer Analytics: View shipping patterns and history by customer
  • Lane Reporting: Analyze shipping lane data and volumes
  • Payment Tracking: Monitor payment history and patterns
  • Segmentation Tools: Group customers based on configurable criteria

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Integration Options

The Shipper Profiles module integrates with:
  • Transportation Management Systems (TMS)
  • ERP and accounting platforms
  • CRM systems
  • Collections and accounts receivable software
  • Custom applications via API

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Technical Specifications

  • Cloud-based customer management system
  • Role-based access controls
  • Data encryption for sensitive information
  • Customizable fields and preferences

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API Endpoints

The Shipper Profiles module includes these key API endpoints:
  • GET/POST/PUT/DELETE /customers - Manage customer records
  • GET/POST/PUT/DELETE /customer-contacts - Handle customer contact information
  • GET/POST/PUT/DELETE /customer-locations - Manage shipping and billing locations
  • GET/POST/PUT/DELETE /customer-documents - Store and retrieve customer documents
For detailed API documentation including request parameters and response formats, visit the API Reference section.

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Implementation Process

The standard implementation includes:
  1. Customer data migration and setup
  2. Configuration of custom fields and hierarchy structures
  3. Integration with existing systems
  4. User permission configuration
  5. Training and go-live support

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Support Resources

For assistance with the Shipper Profiles module: