How to add new customer
- AMAN RAI (Unlicensed)
Customers are those who are going to use the customer portal.
They are the one who are going to give orders to Our Customers(For ex. - 3PL companies).
In the dashboard :
Click on the hamburger menu () → Setup → Customer Management
2. Click on ADD NEW button.
Method 1- New Customer option → A form shall appear with required fields
a.Fill up the form and click on the Add button.
Method 2- Upload CSV option → A form appears with the required fields to be filled.
You can download a sample Excel file to understand what data has to be entered by clicking on the Download Sample Excel option from the window.
Click on Select From Computer to upload your Excel sheet.
One can also drag and drop your file into the space provided in the window.
Click on the Add Customer Master button.
You have successfully added New Customers.