Customer Hierarchy Overview

About Customer Hierarchy

The Customer Hierarchy feature in Optimiz is used internally to create a set of customer-specific defaults specified by contractual terms and agreements. These defaults are used to auto-populate various fields throughout Optimiz.

CUSTOMER HIERARCHY OWNERSHIP/RESPONSIBILITY CHART
Business Phase	Ownership	Responsibility
New Customer	Start Up	Add new business data to Optimiz
Current 3PL Customer: Customer Hierarchy not developed	Start Up	Develop hierarchy for Customer currently in Optimiz
Current 3PL Customer: Customer Hierarchy developed	Engineering & Analysis	Troubleshoot spot issues; add defaults for Origin/Destination pairs
Current 3PL Customer: Customer Hierarchy developed; mass load new data	Start Up	Add multiple new plants and new Origin/Destination pairs

Who Should Use This Documentation

Anyone responsible for creating or editing customer entities should familiarize themselves with the processes pertaining to their job functions.

When this documentation uses the words “you” or “your”, we are referring to any ProTrans Representative that uses these processes.

When sections of this guide are intended for a specific audience, the instructions will reference users by job title.