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Customer ↔ Shipping-Line Authorization

This is the single link that decides whether a customer is allowed to move a given shipping line's containers through the depot, and whether that shipping line's charges can be billed to them. It is managed in exactly one place: the customer's own Shipping Lines tab. Nothing on the Shipping Line's own Customers tab can create or remove this link — that tab is read-only and exists purely to show who's already linked.

If you take away one thing from this page: before a shipping line can be used at the gate or billed to a customer, that customer must appear here, linked to that line.

Before you start

  • The Shipping Line you want to authorize must already exist.
  • The Customer you want to authorize must already exist.
  • (Optional) A Tariff Profile must already exist and be Published if you intend to set a per-line tariff override at the same time.

Walkthrough

  1. Open the customer's detail page and click the Shipping Lines tab.
  2. In the Link Shipping Line card at the top:
  3. Pick a shipping line from the searchable select (already-linked lines are excluded from this list, so you can't create a duplicate link).
  4. Optionally pick a value in the second dropdown, labelled — No tariff override — by default. Selecting a Tariff Profile here means charges for this customer, on this specific shipping line resolve against that profile instead of whatever profile is assigned on the customer's own Tariff tab.
  5. Click Link.
  6. The link appears in the table below with columns: Shipping Line (code — name), Effective From, Status (Active/Inactive badge), and Tariff Override — an inline select right in the row, defaulting to "Uses customer's tariff", that lets you add or change the override after the fact without re-linking.
  7. To remove authorization, click the trash icon at the end of the row. This unlinks the customer from that shipping line entirely.

This is a hard gate, not a soft warning

CDMS does not let operations proceed on an unauthorized shipping line — it blocks with an explicit error message rather than silently allowing it.

What breaks if this step is skipped

Gate-In is blocked entirely. On the New Gate-In Pass form, the Customer field is not a direct selection — it is resolved automatically from whichever customer is authorized for the Shipping Line chosen on that form. If no customer is authorized:

  • The Shipping Line field shows: "No customer authorised for this line."
  • The Customer field shows: "No customer linked"
  • Submitting the form is blocked with: "No customer is authorised for this shipping line."

There is no way to gate a container in against a shipping line with zero authorized customers — you must come back here and create the link first.

Batch invoicing has nothing to bill. When generating invoices for a customer, the Shipping Line selector in that flow is populated only from shipping lines already authorized for that customer. A customer with no authorized lines shows: "This customer has no authorised shipping lines." (Full detail on invoice generation is in Invoices — the point to take from this page is that the authorization link you create here is a hard prerequisite for that flow, not just for gate-in.)

Tariff resolution can silently follow the wrong path. Because the per-line override lives on this same link, forgetting to set it (or setting it when you shouldn't have) changes which Tariff Profile prices a container's charges. See Tariff Resolution for the full resolution order.

Who can access this

  • Admin and Manager: full read/write.
  • Billing: read/write — billing staff are expected to manage authorization and tariff overrides as part of onboarding a customer for invoicing.
  • Gate Operator, Yard Operator, Viewer: no access to this tab (Commerce is outside their role) — they will encounter the downstream Gate-In error above but cannot fix it themselves; an Admin, Manager, or Billing user must create the link.