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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.

Customer Details

The Customer Details page displays all information related to the created customer and allows editing any previously entered data directly from this page. Clients

This page also includes three main sections that can be linked to the customer:

  • Sub-Accounts
  • Services
  • Products Clients

First: Sub-Accounts​

Sub-Accounts allow creating accounts under the main customer account.

How to Create a Sub-Account:​

  1. Go to the Sub-Accounts section.

  2. Click on Add Sub-Account.

  3. Enter the required information:

    • Account Number
    • Assign the account to a City
    • Name (Arabic)
    • Name (English)
    • Contact Person
    • Contact Number
    • Address
    • Assign a Price List
    • Assign a Branch
    • Allowed Weight

  4. Click Save to register the sub-account. Clients

You can also Edit or Delete the sub-account using the action buttons in the Actions column. Clients

Second: Services​

Through the Services section, you can link the customer to the services that were previously created in the Services page.

  1. Click Edit.
  2. A list of available services will appear.
  3. Select the services you want to link by checking the corresponding boxes.
  4. Click Update to save the changes. Clients

Third: Products​

Through the Products section, you can link the customer to products that were previously added in the Products page.

  1. Open the Products section.
  2. A list of available products will appear.
  3. Select the desired products by checking the corresponding boxes.
  4. Save the selection. Clients

User Management Button

Through the User Management section, you can create a username and password for customers to access the Customer Portal. Clients

How to Create a User:​

  1. Go to User Management.

  2. Click Add User.

  3. Enter the following details:

    • Display Name (as shown on the portal)
    • Username
    • Password

  4. Define user permissions:

    • Link the user to a specific sub-account OR
    • Grant access to the entire main account

  5. Click Save. Clients

You can also:

  • Reset the password
  • Edit user details
  • Delete the user Clients

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.