The Customer Confirmation is the document you'll send to your customer for quoting purposes or just to confirm the rate they are paying you. It contains all of the load details including the agreed-upon price, your terms and conditions, pickup and delivery information, etc.
Did you know that you can send and capture signatures electronically on Customer Confirmations by using Ascend EZSign?
Visit the Ascend EZSign Help Guide (below) for more info.
How to Generate a Customer Confirmation
The Customer Confirmation is conveniently auto-generated by AscendTMS once two simple conditions have been met.
Condition #1.
You have assigned a customer to the load under the Customer Info tab.
To assign a customer, click the Customer Info tab within the load. Start typing the name of your customer in the Type Customer Name field.
If your customer has not yet been added to your AscendTMS, you will need to add them by selecting the Click here to create a new customer to add to this load option and follow the prompts there.
Condition #2.
Add at least one Line Item has been assigned to that Customer under the Income area of the Financials tab of the load.
To add a new Line Item, click Add Line Item in the Income section.
Select your Customer within the Income From dropdown
Select your Category or Rate Type (Ex. Flat Rate, Linehaul, Detention, etc.) within the Select a Category dropdown.
Enter your Rate and Quantity (as needed)
Select the Save Pay Item button to save.
NOTE: you are able to create additional Income Line Items as income to the load, and assign those line items to different customers or entities. In doing so, AscendTMS will generate separate Customer Confirmations for each.
View and Send Customer Confirmation
By far, the quickest and easiest way to view and send the Customer Confirmation is by clicking on the View Customer Confirmation button under the Income area of the Financials section (shown below).
However, the Customer Confirmation can also be viewed and sent from within the View or Send Load Docs section of the load. This option can be accessed in a few different ways, outlined below.
Load Management / Edit Load
From the Load Management screen, locate the load with the Customer Confirmation you want to work with, right-click on the load (this action opens the Shortcuts Menu), then select Edit Load.
From within the load, locate the green Load Actions bar, hover over the Load Documents option and click on View or Send Load Docs
Locate and select the Customer Confirmation.
Select Preview/Process Doc.
Review your Customer Confirmation then select Email Document OR Request E-Signature (see green callout, below).
NOTE: AscendTMS PRO plan subscribers can send and capture signatures electronically on Customer Confirmations by using Ascend EZSign!
Visit the Ascend EZSign Help Guide (below) for more info.
Load Management / View or Send Load Docs
From the Load Management screen, locate the load with the Customer Confirmation you want to work with, right-click on the load (this action opens the Shortcuts Menu), then select View or Send Load Docs
Locate and select the Customer Confirmation.
Select Preview/Process Doc.
Review your Customer Confirmation then select Email Document OR Request E-Signature (see green callout above).