> ## Documentation Index
> Fetch the complete documentation index at: https://docs.alvys.com/llms.txt
> Use this file to discover all available pages before exploring further.

# The New Company Profile

> Find contracts, fuel surcharges, credit checks, documents, and logs on the redesigned customer, broker, and location profile, and use Legacy mode while it lasts.

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.

## 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.

## What's on each tab

Customer and Broker/3PL profiles have three tabs:

| Tab | What you'll find |
| - | - |
| **Details** | Customer Details (including **Credit Status**), Invoicing, General Instructions, Internal Notes, and, on the right, Contacts, Credit, Account team, Auto Update Settings, and EDI Tender Settings |
| **Contracts** | Your contracted lanes for this customer: search, **Import**, **New contract**, edit and delete |
| **Fuel Surcharge** | Fuel surcharge contracts: search, **New surcharge**, **View Fuel Averages** |

Location profiles (Shipper/Consignee, warehouses, terminals) have **Details** and **Logs** tabs. Factoring Company and Lease profiles have **Details** only.

> [!NOTE]
>
> 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.

## Where things moved

| You're looking for… | In the old profile | In the new profile |
| - | - | - |
| Contracted lanes | **Contracted Lanes & Fuel Surcharges** → **Contracted Lanes** tab | **Contracts** tab |
| Fuel surcharge contracts | **Contracted Lanes & Fuel Surcharges** → **Fuel Surcharge Contracts** tab | **Fuel Surcharge** tab |
| Credit check status and refresh | Next to the company name | **Details** tab → **Customer Details** → **Credit Status** row, under **Status** |
| Documents | Documents button on the profile | **View documents** in the page header (works on every tab) |
| Company logs | Logs on the profile | **⋯** menu in the header → **View logs** (locations: **Logs** tab) |
| Contract logs | **Logs** tab on the lane rates page | **Contracts** or **Fuel Surcharge** tab → **⋯** menu → **View logs** |
| Delete the company | **Delete Company** | **⋯** menu → **Delete** |
| Invoicing settings | "Invoicing Settings — Click here to view" | **Details** → **Invoicing** card → **Manage** |
| Credit limit | Card between Customer Details and Invoicing | **Credit** card in the right column |

## 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.

> [!NOTE]
>
> You can't change a company's **Company Type** on the new profile.

## 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.

## 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.

> [!NOTE]
>
> 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.

## 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](https://docs.alvys.com/en/help/getting-started/customer-and-company-documents.md).
* **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.

## 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](https://docs.alvys.com/en/help/integrations/broker-credit-check.md).

**Q: Where are warehouses and terminals in the Companies list?**
**A:** Under **Companies** → **Locations**. Factoring and lease companies are under **Companies** → **Other**.