Navigate to Transport > Configuration and Setup > Card Files (Customers/Suppliers/Staff) > Customers tab.

This section contains your customer base. Customers are entities that pay for consignments.

Creating Customer Cards

1. Click Add Customer
2. Enter the customer name
3. Click Add

The customer record opens automatically.

Configure the following details as needed:

• Customer codes (for integrations or imports)
• Contact information (appears on invoices)
• Finance settings (invoicing terms)
• Logins (for customer users who create consignments and check tracking)

Option 2: Bulk Import Customers

If required, you can import multiple customers using a CSV file. This is useful when you have tens or hundreds to create.

Before importing:

1. Click Export Customers (top right of the customer list grid)
2. Save a backup of current customer data

To import:

1. Prepare a CSV file with customer data
2. Click here for CSV format requirements and template
3. Access the import function
4. Map the CSV columns to the corresponding fields
5. Click Next to import

Example CSV columns:

• Customer Name
• Customer Code
• Contact Name
• Email Address
• Phone Number
• Address
• Payment Terms

Note: Imports add new customers without overwriting existing data. Existing customers remain unchanged.

Prerequisites: The customer card must exist before creating a login.

1. Open the customer record
2. Select the Logins tab
3. Click New User
4. Enter the required details
5. Click Add

Configure additional details:

• Double-click the login to open the customer user card
• Update settings as required

Provide the login credentials to the customer user. They can now access the account and create consignments for linked customer records.

Note: Customer logins can access only the consignment create and search pages by default. Click here for information on changing access levels.

Q: How do I delete or block a customer user?

1. Open the customer profile
2. Click Delete User (top right)
   
3. Deleted users cannot log in to the account.

Q: What can a customer login access?

By default, customer users can:

• Access the consignment creation page
• Access the consignment search page
• View only consignments for customer records they are linked to

Access levels can be changed using Security Groups. Click here for more information.