Adding Customers

Jim Grosskurth

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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!

add customer