Adding Clients to your database
The clients are the key feature of Freightalia , therefore there should be a proper system to manage it .The in process of managing clients there comes the main step i.e to add add a new client to the system. Adding a client is a simple process and can be done in two way-
- Add new client manually
- Upload CSV or XLS
Add new client – When you click on this option it redirects you to a page where you can add the client details and save it manually.The video given below will give you an overview of the process to add a client manually.
Upload CSV or XLS – If you don’t want to add the client’s details manually or want to add clients in bulk on a single go then this is option that you desire.You can select the XLS or CSV file with clients details and upload the file.Select and verify the clients details and then save them.
Please check the video for the complete procedure to add clients via XLS or CSV sheet.