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How to create customer consignees and shippers?
How to create customer consignees and shippers?
Updated over a year ago

Create customer consignees and shippers

In this section, you can learn how to create and assign consignees and shippers to any customer.

To create customer consignees and shippers:

  1. Go to Customer > All Customers.

  2. Here, you see a list of all your added customers. Click on the Edit pencil icon next to the required customer's name.

  3. Next, click on the Consignees & Shippers tab on the customer's page. And, click on Add New on the right pane to add a new customer party/consignee.

  4. Enter the Company Name the party belongs to, and select the Party Type from the dropdown.

  5. Finally, click on Add and Stay to save and continue editing, or Add to save and return to the main page.

  6. Post addition, these parties can be used to tag to the customer's shipments and quotations.

Once saved, the customer parties can be chosen and added in the respective quotations & shipments for the customer.

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