LoadOps- Add Customer

Loadops

  1. 1. Go to Loadops by Optym

  2. 2. Click on OPERATIONS

    Click on OPERATIONS

  3. 3. Click on Contacts

    Click on Contacts

  4. 4. Click on Customers

    Click on Customers

  5. 5. Click on Add Customer

    Click on Add Customer

  6. 6. Enter the Customer Name

    Enter the Customer Name

  7. 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. 8. Enter MC#

    Enter MC#

  9. 9. Select the type of the Customer: Shipper or Broker

    Select the type of the Customer: Shipper or Broker

  10. 10. Select the Factoring Company

    Select the Factoring Company

  11. 11. Select the Commodity

    Select the Commodity

  12. 12. Enter the Address

    Enter the Address

  13. 13. Enter the City

    Enter the City

  14. 14. Select the State

    Select the State

  15. 15. Enter the Zip Code

    Enter the Zip Code

  16. 16. Enter the Notes, if any

    Enter the Notes, if any

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

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

  18. 18. Enter the name of the Contact

    Enter the name of the Contact

  19. 19. Enter Phone #

    Enter Phone #

  20. 20. Enter the Description

    Enter the Description

  21. 21. Enter the Description

    Enter the Description

  22. 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. 23. Click on "Add Contact"

    Click on "Add Contact"

  24. 24. Click on Add Customer

    Click on Add Customer