LoadOps- Add Customer

Saichand Thotakura

Created Jan 10, 2023

LoadOps- Add Customer

11
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Loadops

24 Steps
1

Go to Loadops by Optym

2

Click on OPERATIONS

Click on OPERATIONS
3

Click on Contacts

Click on Contacts
4

Click on Customers

Click on Customers
5

Click on Add Customer

Click on Add Customer
6

Enter the Customer Name

Enter the Customer Name
7

Click on outlined primary button if you want the customer to be a preferred customer

Click on outlined primary button if you want the customer to be a preferred customer
8

Enter MC#

Enter MC#
9

Select the type of the Customer: Shipper or Broker

Select the type of the Customer: Shipper or Broker
10

Select the Factoring Company

Select the Factoring Company
11

Select the Commodity

Select the Commodity
12

Enter the Address

Enter the Address
13

Enter the City

Enter the City
14

Select the State

Select the State
15

Enter the Zip Code

Enter the Zip Code
16

Enter the Notes, if any

Enter the Notes, if any
17

Click on "+" button under Contacts to add a new Contact

Click on "+" button under Contacts to add a new Contact
18

Enter the name of the Contact

Enter the name of the Contact
19

Enter Phone #

Enter Phone #
20

Enter the Description

Enter the Description
21

Enter the Description

Enter the Description
22

Select Primary if you want to mark the Contact as Primary Contact

Select Primary if you want to mark the Contact as Primary Contact
23

Click on "Add Contact"

Click on "Add Contact"
24

Click on Add Customer

Click on Add Customer
Well done!
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