Customer

Import Customers

We can import customers in bulk by uploading them. To do so, we can download the template by clicking 'Download Template' button A template will be downloaded and we can fill in our customers informa…

Filbert Nicholas
Updated 4 months ago by Filbert Nicholas

Give Access to Customer Login

In order to give login access in Locate2u to customer, we can tick create a user login option when creating a customer as shown below. Once the customer is created, they will receive an email to noti…

Filbert Nicholas
Updated 4 months ago by Filbert Nicholas

Save Customer Information

We can save our customers information to be used for our stop or shipment on the customer tab. and click plus (+) sign on right hand side of the screen. A form will pop up and we can fill in customer…

Filbert Nicholas
Updated 7 months ago by Filbert Nicholas

Contact