In Datatruck, Customers mean either Brokers or Shippers or Others. To create customer in the database, there are two options:

OPTION 1:

Go to the Customer relationship management (CRM) section of the Datatruck software.

Please find below the formal instructions to add a new truck to the system:

Step 1. Create new customer

Click on the right upper corner button to create a new customer in the system.

Step 2. Enter new customer details

Enter the personal information of the driver accurately, including their name, surname, birthday, contact number (including Telegram number), and email address. Enter MC Number of the customer (Broker) under Customer ID section.

It is important to understand ticks for Proof of Delivery and Rate confirmations. That means if the customer created load mandates uploading Rate confirmations and proof of delivery.

Step 3. Enter billing information

Enter the billing information of the customer accurately, including billing type, terms days and their billing address. If customer address is the same with billing address click “Copy to Billing Address”.

Billing type is important part of customer information since it will determine whether invoices created by this particular customer will be sent to Factoring company or it will not be sent. There are four options of billing type:

None, Manual, Email, and Factoring company

Step 4. Save it

Double-check all the entered information to ensure its accuracy and completeness. Save the information to create new customer, and it will appear on your CRM list.

It is important to note that adding a new customer to the system is a crucial process that requires attention to detail, especially when setting up the customer’s billing address. By following the above steps and ensuring the accuracy of the entered information, you can successfully add a new customer to the system and manage your CRM list efficiently.

OPTION 2:

Customer creation can also be done by two cases: Importing Customer in bulk and Creating customer while load creation.