🧪 SANDBOX MODE — All carrier quotes / tenders / payments / QBO sync are MOCKED. No real bookings will be created.
My Customers Agent

My Customers / 我的客户

Manage sub-customers, tiers & markup / 管理子客户分级与加成

Tier Code Company / 公司 Status Orders Revenue Markup Rules Credit Quota Created Actions
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客户档案 / Documents

只读 / View only — 资料由你方收集并提供给平台备查
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Create Sub-Customer / 创建子客户

Billing & Credit / 账单与授信


Cumulative Prepaid Quota / 累计预付额度

Separate from Credit Limit above — this caps this customer's total non-cancelled order value over time, not just what's currently in transit. Set 0 to disable. / 跟上面的授信额度是两回事——这个限的是该客户所有未取消订单的累计金额,不只是在途部分。设为0即不启用。

Quota Usage Flow / 额度使用流水

Order Mode Status Amount Date

Markup Rules / 加成规则

Add Rule / 新增规则