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On October 28, 2026, Alvys turned on a new design for customer, broker, and location profiles (the New Experience). The same information and settings are still there; some of them are in new places. This article shows where each one is now.

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Open a profile

  1. In the left menu, go to Companies.
  2. Choose Customers, Locations, or Other:
    • Customers: Customer and Broker/3PL companies
    • Locations: Shipper/Consignee, Cold-Warehouse, Dry-Warehouse, and Terminal
    • Other: Factoring Company and Lease
  3. Click the company name.
The profile opens at an address like app.alvys.com/companies/<id>. If you bookmarked an old profile or lane rates link, Alvys sends you to the new page.

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What’s on each tab

Customer and Broker/3PL profiles have three tabs: Location profiles (Shipper/Consignee, warehouses, terminals) have Details and Logs tabs. Factoring Company and Lease profiles have Details only.
You see the Contracts and Fuel Surcharge tabs only on Customer and Broker/3PL profiles, and only with the View Contracted Rates permission. If your plan doesn’t include contracts, the tabs are grayed out. Hover over them to see why.

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Where things moved

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Edit a value

Each value on the Details tab is a link. Click it to open a small editor for that field, then click Save. An empty field shows Add. If a value is plain text and not a link, you don’t have permission to edit it.
You can’t change a company’s Company Type on the new profile.

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Closing a window without saving

On the Contracts and Fuel Surcharge tabs, you can close the contract window with Cancel, ✕, Esc, or by clicking outside it. If you changed something, Alvys asks Discard changes? first: click Keep editing to go back, or Discard to close without saving. The browser Back button switches between tabs and closes any open window on the tab you leave.

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Legacy mode (temporary)

If you need the old profile, click Legacy mode in the page header. The old profile opens in the same browser tab, and Alvys keeps you on the old profile in that tab until you switch back. To return, click New experience on the old profile.
Legacy mode is temporary. Alvys will remove the old profile in a future release, so please learn the new layout now. If something you need is missing from the new profile, tell Support so we can add it before Legacy mode goes away.

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What’s not on the new profile yet

  • Custom document types. When you upload a document, you pick its type from a list. You can’t type in your own type name. See Customer documents.
  • Document upload time. The documents list shows the upload date, not the time.
  • A list of the customer’s loads. Not available on the profile yet.

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FAQs

Q: Did any of my data or settings change? A: No. The new profile reads and saves the same information as the old one. Q: Why don’t I see a Credit Status row? A: It shows only when the customer invoices through Factoring Company on a subsidiary that has an OTR Solutions or Saint John Capital integration. See Run a broker credit check. Q: Where are warehouses and terminals in the Companies list? A: Under Companies → Locations. Factoring and lease companies are under Companies → Other.