Single Customer Creation

Owned by eknoor.singh (Unlicensed)
Last updated: Nov 21, 2023
2 min read

In order to create a new customer via single customer creation, perform the below mentioned steps-

  1. Go to Setup → Customer Management (6th option in the hamburger menu) and click on Add New button and a dropdown will appear. Click on Single.

  1. After clicking on Single, below window will open up.

  1. To create a new customer, we must have the below mentioned details handy. Input the values to as many fields as you have the data for and not forgetting the star marked fields- Code, Name, Username, Email. There are some flags also, which should be switched on/off as per the requirement.

Code

Name

Parent

Username

Password

Phone

Email

Customer Type

Pickup Notification Via Email

Pickup Notification Via SMS

Dynamic Pickup Allocation

Customer Category

Is Active

Is Reverse Customer

Use Global Series

Mandatory Receiver Contact Details

Email Notification Reverse Pickup

Use SCD Code Delivered

Use SCD Code Undelivered

Use POD

SCD Code Delivered Mandatory

SCD Code Undelivered Mandatory

POD Mandatory

Disable auto PRS for Forward CNs

Enable Biker Live Tracking OFD

Send SMS on Pickup Completion

Mandatory Scan For Doc-Type

Adhoc Pickup

Copy Option (Normal Pickup)

Is CPDP?

Unique Customer Reference Number Mandatory

SMS for Booking Details

Enable Invoice Print

Sticker Issue Flag

IEC No.

Customer Branch Code

SCD Code Delivered Regex

NDC Code Undelivered Regex

SCD Code Mandatory Delivered Regex

NDC Code Mandatory Undelivered Regex

POD Regex

POD Mandatory Regex

Industry Type

NDR Reasons

Consignee Type

Upper COD Limit

GSTIN

Logo URL

Customer Signature URL

Invoice Stamp URL

Address Line 1 (Building No / Apartment / Suite Name)

City

Pincode

CNC Flag

CNC Wallet Code

  1. After inputting the details and switching on the required flags, click on Submit button and the customer will be created.