Customers
Add a customer
Add a customer so that you can link them to transport orders.
Before you start
Before creating a new customer, check that they are not already listed. Keep the details you want to use in orders ready.
How to do it
- Open Customers
- Select Add
- Complete the required fields
- Check the details before saving
- Open an order to link it
What happens next
After saving, check that the customer and any warehouses are available when you create or edit an order.
Good to know
If something does not work
Check the required fields, linked orders and your account permissions. If the issue continues, contact support with the customer concerned and the displayed message.
Last reviewed: