How do I create a new customer?
To add a new customer within your fleet, you must go to CustomersCreate as shown below:
Choose an account type, the default is a Main/Parent Account. (?)
Within the Personal Information section enter the customers;
- First Name
- Last Name
- Company Name (optional)
- Telephone Number
Account Settings section:
- Account PIN for the customers account
- Credit status if allowed to charge to account/invoice.
- Fuel surcharge (?)
Default Address section;
- Fill out the client's main address or billing address.
After entering all information, click Create Client Account tab to save the information.