Adding customers is easy.
- Click the “Customers” tab, and the “Add New” button.
- Fields with a “*” are mandatory. If you’re in a rush, you can fill the space with a period.
- The “Payer” field is important.
- Payer=True designates them as paying customer. If Payer=False, they will not appear in the “Customers” area of the load screen, and they will be considered a Shipper or Consignee.
- Don’t forget to Save!