May 17, 2021
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Author
Terrence Wang
Summary
How to add new customers to your TMS
Contents
To manage your customer list, start by visiting the FreightPath Network via the left hand menu. From the network, page, you can filter for existing customers and carriers, view details, edit existing customers and create brand new ones.
To add a new customer, press the blue ADD ORGANIZATION button. From there, you'll need to add the customer company name and the email of the primary contact. To make sure you're adding a customer, simply check the "this organization is a customer" checkbox.
Once you've created a customer, FreightPath will automatically redirect you to the full "Edit Organization" page where you'll be able to fill out all the details of your new customer.
For each organization, you'll need to fill out a primary contact address, as well as primary contact information. For your convenience, you can also add a jpeg or png logo to make it easier to recognize. Once you're done, make sure to press save.
For each customer, you can also add individual saved locations exclusively for that customer in the locations tab, and add private notes in the relationship tab.
“With FreightPath, the ability to track freight, complete paperwork, and share updates within seconds has become invaluable; not just for my team but for my customers and carriers too.”
