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Adding New Customers To FreightPath TMS

May 17, 2021

Adding New Customers To FreightPath TMS
Author
Terrence Wang

Terrence Wang

Head of Marketing

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.

Navigating to the network page and adding an organization

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.

Editing an organization and adding a logo

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.

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