CargoEZ | Dev
  • Getting Started
    • Introduction to CargoEZ
      • Dashboard Overview
      • Profile Settings
      • Company Setup
      • Roles and User Management
      • Picklist Configuration
    • Whats New in CargoEZ
  • Modules
    • Contacts
      • Create a Contact
      • Associated Ports
      • Tags
      • Address
      • Social Media
      • Business Hours
      • Filters
      • Employees
      • Branches
      • Vendor Portal
      • Parties
      • Leads
      • Shipments
      • Finance
      • Notes
      • Membership
      • Client Portal
      • KYC
      • Documents
      • Task
      • Denied Party Screening
      • POA
      • Import/Export
    • Leads
      • Create Lead
      • Update Lead
        • Routing
        • Commodity
        • Parties
        • Services
        • Billing
        • Internals
      • Duplicate Lead
      • Reuse existing Lead
      • Lead Stages
      • Sales Funnel
      • Filters
      • Insights
      • Adding Quotation terms and conditions
      • Adding Rate Request Templates
      • Leads Chart when lead is opened
      • Vendor Estimate
      • Rate Request
      • Quotation
      • Followups
      • Documents
      • Chat with Parties
      • Parties
      • Audit History
      • Notes
      • Lead Summary
      • Table
    • Freight
      • Create Shipments
      • Air Booking
      • Sea Booking
      • Request Sea Booking
      • Master Shipment vs. House Shipment
      • Shipment Reports
        • Reports Detailed View
      • Checklist
      • Tracking
      • Create Invoice
      • Create Bill
      • Cost Comparison
      • AWB Manager
      • Invoice Templates
      • Approval for reports
      • Configuring Shipment Reference number
      • Sales Reports
      • Tracking Reports
      • Shipment Table
      • Air Booking Details
      • Sea Booking Details
    • Finance
      • Navigating Cargo Books
      • Filters
      • Line items and Categories
        • Tax
        • Lineitem
        • Category
      • Deposits
      • Contra Voucher
      • Accountant
        • Chart of Accounts
        • Journal Entry
        • Reconciliation
      • Estimate
      • Sales
        • Invoice
        • Receive Payments
        • Sales Receipt
        • Receive Advance
        • Refund
        • Credit Memo
      • Vendor Estimate
      • Expenses
        • Vendor Credit
        • Write Cheque
        • Expense
        • Pay Bill
        • Bill
        • Print Checks
      • Report
        • Profit and Loss
        • Balance Sheet
        • Trial Balance
        • Lineitem Summary
        • Reconciliation Report
        • Accounts receivable aging detail
        • Accounts Receivable Aging Summary
        • Transaction list by customer
        • Accounts payable aging details
        • Accounts payable aging summary
        • Audit History
      • Approval Settings
      • General Settings
      • Transaction Lock
    • Customer Portal
      • Customer Portal Dashboard Overview
      • Connect with Parties
      • New Inquiry
      • Quotation
      • Booking
      • Shipment
      • Re-Book
      • Tracking
      • Converting Lead to Shipments
      • Invoice
      • Chat Connect
      • Reports
      • Documents
      • AMS
      • ISF
      • FMC Rates
      • Account
      • Reset Password
      • Notifications
    • WMS
      • Settings
        • Pricing Scale
        • Products
        • Customer Settings
        • Email Templates
        • Prefix Settings
      • Add Warehouse
      • Add Zones & Locations
        • Rack
        • Floor
      • Inbound Management
      • Work Orders
      • Shipment Not For Storage
      • Documents
      • Notes
      • Outbound Management
      • Connected Shipments
      • Filters
      • Inventory
      • Accounting
      • Print Label & Print Receipt
    • RMS
      • Air Rates
        • Search Air Rates
        • Manage Air Rates
      • FCL Rates
        • Search FCL Rates
        • Manage FCL Rates
        • Surcharges
        • Filter
        • Batch Update
        • Batch Delete
      • FMC
        • Search FMC
        • Add Rates
        • Organization & Publisher
        • Tariff Rules
    • Chat
    • Mobile App: Quick Start Guide
      • Footer Navigation
      • Contacts
        • Create Contact
        • Update Contact
      • Leads
      • Freight
    • Tower App
  • Organization Settings
  • FAQs
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On this page
  • Add Customer
  • Customer Settings Details
  • Update Customer
  • Filter Customer
  1. Modules
  2. WMS
  3. Settings

Customer Settings

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Last updated 5 months ago

In the Customer Settings, you can efficiently organize and maintain customer information to enhance your business relationships and operational efficiency.

Add Customer

  1. Navigate to Settings -> Customer Settings.

  2. Click on +Add Customer.

  3. Enter the customer details (Refer )

  4. Click Save.

Customer Settings Details

Customer

Enter the customer's name or details.

Search Customer

Search for existing customers.

Products

Select the products associated with the customer.

Pricing Scale

Select the appropriate pricing scale.

Description

Provide additional information or notes.

Update Customer

  1. Navigate to Settings -> Customer Settings.

  2. Click button next to the product you want to edit.

  3. Adjust the product details as necessary in the Update Customer section.

  4. Click Save.

Filter Customer

  1. Go to Settings -> Customer Settings.

  2. You will see a list of customers in the overview.

  3. Fill in the options and click Filter to display the desired customers.

  4. To reset the filter criteria, click the Reset button.

Use the filter button located before the + Add Customer button.

Customer Settings Details