Adding and Editing Locations

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Adding additional locations is an option for Business Pro customers.

Table of Contents

IMPORTANT NOTE: If you have an integration, please reach out to support@kuebix.com before updating any existing locations. Updating the information without notifying support risks issues with your integration.

To add a new location

Follow these steps to add a new location to your account:

  1. In the drop-down list in the upper-right corner, select Account Management.

  1. Click New Location.

  1. Complete the required fields (indicated with red exclamation mark icons) to identify the new location.
  2. Click Save.

Optional: Set the billing address and desired default information.

To set the shipment, rating, and/or document (BOL) defaults, click on the corresponding tabs.

General shipment information, such as pickup/delivery instructions, pickup open and close times, and if you’d like a pickup confirmation email sent are on the Shipment tab.

Any default pickup or delivery accessorials can be set on the Rating tab. More than one accessorial can be added if needed.

BOL instructions can be set on the Documents tab.

To set the billing address, click on the Billing tab.

Once the new location is created, your carrier connections will need to be added. Please see the Adding Carrier Agreements guide for helpful instructions: Adding Carrier Agreements

To edit an existing location

  1. Navigate to the same Account Management screen described above for adding a location.
  2. Using the drop down menu, select the desired location to adjust.

  1. If you’d like to make the location inactive, uncheck the Active box.
  2. Adjust the information as needed, and click Save.

To update a billing address or contact

There are two methods:

The first is to use Account Management, select the desired location from the drop down menu, and then click on the Billing tab as described in greater detail in the section To add a new location.

The second is by searching the location name in the search field at the top the screen and then selecting the Account Name. You can set the billing contact using this method.

After clicking on the Account Name, scroll down and find the address you’d like to update. Click on the pencil icon.

You can also use this page to update your Default Information.

Enter the desired information, and then click Save.

The fields for a billing or shipping contact are here as well.

If you have any questions or issues, please reach out to support@kuebix.com.

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