When you add a client to the system, you will have a separate management page for this client. You can manage all information related to your client and set custom markup for the client on this page.

Client information

The "Client information" page is divided into sections as below.

General information

This section helps you manage necessary client information, including company name, address, telephone number, tax code, and bank account information,... 

Credit terms

This section helps you manage credit terms as agreed with the client.

Account Manager & Assignments

This section helps you to manage the users who will be responsible for this client, including: 

• Account Manager: Sales staff in charge of this client. The user who adds a client to the system will automatically be set as Account Management of that client. You can click the “Edit” button on the right to assign another user as the Account Manager.  
• Assignment: Other users in charge of the client.

Important: 

When the client has a new shipment, the Account Manager and Users in the Assignment will automatically be added to the Subscriber list of this shipment. They will receive notifications regarding shipment activities. 

Documents upload

You can upload the contracts, agreements, and important documents related to the client so you can manage them all in one place. 

Contact person

You can add and manage a list of client contacts here.

Notes:

An email address is required when adding a client to the system. Only this email address receives an invitation.

The other contacts you add later are just for information management. They will not receive any email invitations.