In order to have any transport registered in Transportly TMS, first, you need to have a customer in the system. There are two different methods to add a new customer.

  • Method number 1:

  1. Click on the menu Directory located on the left side of your screen.

  2. Under the Customers tab, you see the complete list of your customers. To add a new customer, simply click the button Add new.

  3. Fill in the customers' details and click Save.

  4. Method number 2:

    1. If you are working with a new customer, you can add them directly in the New order form.

    2. In the Contact Info section above the Customer field, click the + button - Create a new customer.

    3. Fill in the customers' details in the Add company form and click Save.