Add a new customer

To add a new customer via import, see Import data into the application.

Follow the procedure below to add a new customer manually.

  1. Choose Logistics Management > Customers in the Navigation Pane.
  2. Do one of the following:
    • Right-click Customers or My Customers in the Navigation Pane and choose New Customer in the shortcut menu.
    • Click New Customer in the toolbar of the Data Pane.
  3. In the option group General, complete the fields below:
    FieldExplanation

    Name

    (mandatory field)

    Name of the customer.
    Description You can add extra information on the customer here.
    ID Field to be completed at your discretion, to assign an individual ID.
    Category Field to be completed at your discretion, to assign an individual category.
    Language The default language of the customer.
    Asset Controlled The number of received and sent carriers will be charged.

    For example, a EURO pallet.
  4. Click Finish.
  5. Where applicable, add free fields. See Edit free fields via tab (Configurator).