Customer Management
Create and maintain customer accounts. If you are the transporter/consignor yourself, you will often use just one customer profile for all your deliveries.
Customer creation form with company details and contact information
Customer Account Setup
Company Information
Enter basic company details, billing address, and primary contact information for your customer accounts.
Contact Management
Add multiple contacts per customer with different roles (billing, receiving, notifications).
Delivery Preferences
Set default delivery instructions, time windows, and special requirements for this customer.
Web Portal Access (add-on)
Web portal user creation for customer self-service access
Add-on Feature
Customer Web Portal is an add-on feature that provides customers with:
- Track their deliveries in real-time
- View delivery history and receipts
- Update delivery instructions
- Access delivery confirmations and proof of delivery
Note: This feature is not included in the standard license and requires additional setup.
List Management
Pro Tips
- Use the filter bar to toggle and reorder columns for better overview
- Set up one main customer if you’re handling your own deliveries
- Create separate customer profiles for different billing entities or service levels
- Use the search function to quickly find customers by name or contact details
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