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Manage Clients

The Manage Clients screen lets you manage direct client accounts (shipping companies) with ease, whether they are main accounts or sub-accounts. It also allows you to define the services available for each account, with the option to activate or deactivate the account at any time.

Access​

From the Finance menu, select Manage Clients.

Internal Actions​

Clients

Here’s what you can do on the Manage Clients page:

  • Add a client: Click the Add Clients button.
  • Edit an existing client: From the Actions column, click the edit icon.
  • Activate / Deactivate a client: From the Actions column, use the toggle switch.
  • Delete a client: From the Actions column, click the delete icon.

Required Client Data​

When adding a new client or editing an existing one, the required data on the sub-screen is divided into three main sections:

Info

  1. Client Info: Details about the client, such as name, address, and contact information.
  2. Account Info: Information about the account, such as pricing lists, weight settings, and bank account details.
  3. Action Info: Additional settings, such as sending WhatsApp messages in case of failed delivery or SMS notifications upon shipment delivery.

Info2

You can perform two additional actions for any current client from the Edit Client screen:

  • Link services to the account: click Services
  • Add sub-accounts: click Sub Accounts

Access Token

Screenshot

The Access Token is used as a secure method to integrate the system with external platforms or applications, allowing data exchange between systems without the need to log in each time.

How to Access the Token: You can access the Access Token by following these steps:

  1. From the side menu, select Accounts.
  2. Then choose Customer Definition.
  3. From the Customer Definition page, click on the User icon located on the side of the page.
  4. The Access Token will appear at the bottom of the page and can be copied or refreshed when needed.