What is an Account?
In this quick tutorial, we will explain how to create a new Account using Linbis Logistics Software . Account in Linbis is a record of entries to cover transactions involving a particular person or an entity, such as shipper, consignee, courier, airline, agent, trucking company, broker, ship-lines, etc.
Steps to create a new Account
1- Click on the CRM module.
Once inside, on the Account section can be add any shipper, consignee, ltl carriers, courier, ship-line, tracking company, airline, etc.
2- Go to NEW and create an Account.
3- Then fill out all the information, name, address,phone, email, etc.
-On the status section, it can be define it as ACTIVE, On HOLD or INACTIVE and put some comments as well.
4- Then assign a different Role, such as consignee, shipper, agent, customer, etc.
5- Any additional information can be add it on the Additional section. ( Image #1)
-On the Carrier section can be add all airline information ( Air) or the ship-line information ( Ocean) or ground transportation. ( Image #2)
6- On the contacts section, all others additional contact information.
7- Airline section can be add all AWBs assigned from the airline, and it will be generate your own stock automatically. ( Image #1)
-Click on the Add Range of AWBs. (Image #2)
-Then put the first and the last number assigned and save the AirwayBill information. (Image #3)
8- Now SAVE the transaction.
-The Account must be save with the most relevant information on the top of the screen.
Congratulations!!! You have successfully created your first Account.