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:
Click on the menu Directory located on the left side of your screen.
Under the Customers tab, you see the complete list of your customers. To add a new customer, simply click the button Add new.
Fill in the customers' details and click Save.
Method number 2:
If you are working with a new customer, you can add them directly in the New order form.
In the Contact Info section above the Customer field, click the + button - Create a new customer.
Fill in the customers' details in the Add company form and click Save.