Customers

Customers

1. User creates customer using the New Customer button.
2. User sees information using Detail button.
3. User modifies using the Edit button.

Add Customer

• Click new customer button
• click choose file to select an image
• Enter customer name
• Enter trade name
• Enter phone
• Enter email (optional)
• Enter customer code
• Enter address
• Enter TIN (optional)
• Click add phone to add a representatives (optional)
• Click submit

Detail Customer

• Click action button
• Click view details
• Click basic information, facility, contact, agent, order, and Shipment tabs

Edit Customer

• Click action button
• Click edit
• click choose file to select an image
• Update customer name
• Update trade name
• Update phone
• Update email (optional)
• Update customer code
• Update address
• Update TIN (optional)
• Click add phone to add a representatives (optional)
• Click submit

Agents

1. User creates agent using the New Agent button.
2. User modifies agent information using the Edit button.

Add Agent

• Click new agent button
• Select shipper, to add a shipper check Add Customer
• Enter agent name
• Enter trade name
• Enter agent code
• Select region, to add region check Add region
• Enter city
• Select cargo type (inbound, outbound, site transfer) (optional)
• Pick location on map
• Enter full name (optional)
• Enter email (optional)
• Enter phone number (optional)
  • Click add phone number button to add more than one phone number
  • Click remove to remove a phone number
• Click create agent

Edit Agent

• Click action button
• Click edit
• Select shipper, to add a shipper check Add Customer
• Update agent name
• Update trade name
• Update agent code
• Select region, to add region check Add region
• Update city
• Select cargo type (inbound, outbound, site transfer) (optional)
• Pick location on map
• Update full name (optional)
• Update email (optional)
• Update phone number (optional)
  • Click add phone number button to add more than one phone number
  • Click remove to remove a phone number
• Click update agent

Facilities

1. User creates facilities using the New Facility button.
2. User modifies facilities by clicking on the Edit button.

Add Facility

• Click new facility button
• Select shipper. To add shipper check Add Customer
• Enter facility name
• Select region. To add region check Add Region
• Enter city
• Click create

Edit Facility

• Click action button
• Click edit
• Select shipper. To add shipper check Add Customer
• Update facility name
• Select region. To add region check Add Region
• Update city
• Click update