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In order to create planned routes to your Client, the first step is to register them in the Logistic Service.

How to register customers

In the side menu, go to Logistics Service and click Clients.

On the Clients screen, click on Register Client.

After that, the customer registration area is opened, which consists of fields that must be filled out.

To register, it is mandatory that you fill in the fields of:

Name;
Corporate Name;
EIN;
ZIP CODE;
Number;

After filling in, click Save.

We recommend that you fill in all the client registration fields, as it may be more practical for you, such as the contact's name, telephone and email.

How to edit a Client

If you need to edit a registration you've made, it's simple.

On the Clients screen, a list of all clients registered in the system is displayed.

Just click on what you want to edit to make the necessary changes.

How to deactivate a Client

If for some reason your company no longer works with a Client, it is possible to deactivate it in Contele Rastreador.

In the list of Customers, disable who you want by changing the "Check" in the Status column.



If the Status column isn't showing for you, just activate it like in the gif below:



Use the search field to search for a specific customer.

How to export the list of Clients.

As with all our reports, in the Logistics Service you can export the Clients to a spreadsheet.

In the list header, go to the upper right corner and click on the spreadsheet icon. A link will be generated to download the spreadsheet.

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Date of last article update: August 31, 2021
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