Create Customer

 

In this article

    1. Create Customer

        1.1 From the Customers section

        1.2 While creating a Load

    2. Actions performed on Customers

        2.1 Edit Customer

        2.2 Add New Contact

        2.3 Switch Customer

        2.4 Remove Customer

        2.5 Filter Customers

Create Customer

There are two ways to create new customers.

  • From Customers section.
  • While creating a Load

This customer will be added to the invoice Axele will generate for you after the load is completed.

Creating a Customer from Customers section

You can add your customers to Axele from the Quick Setup Guide section by importing the customer's data. You can also import the data within the Customers > Customers section by clicking on the ‘Import Customers’ button.

To add a customer manually, go to Customers > Customer > Create New Customer

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There are two types of customers viz. Shipper and Broker, please select either one while creating a customer.

Enter all the details of the customer within the popup and then click ‘Save’.

By default, the contact details entered while creating a customer will be considered Primary. However, you can add multiple contacts by clicking the "Add Contact" feature.

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Once the new contact is added, you can select it as primary or the contact can be deleted by selecting the waste bin icon symbol as shown below.

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Creating a Customer while creating a Load

Please go through Create New Load – Axele Help Center to create a new Load.

You can create a new customer while creating a new Load by clicking on the "Add+" feature in the Customer and Invoice Section as shown below.

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Actions performed on Customers

Edit Customers

Once the customers are created, you can edit the customer by clicking the respective customer and then on the "Edit Customer" feature.

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Add New Contacts

You can add a new contact by clicking on the "Add Contact" feature as shown below.

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You can select the contact as Primary by clicking the "Primary" feature as shown below.

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You can also Edit or Delete Contacts by clicking the Pencil or Waste Bin icon respectively.

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You can only edit primary contact, you cannot delete it.

Switch Customers

You can switch to other customers by clicking on the "Switch Customer" feature as shown below.

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Remove Customers

If a customer is referred in any Load then the remove customer feature is not available till the load is deleted or the customer is removed from the load.


You can only find the "Remove Customer" option for those customers who qualify the above criteria.

You can select "Remove Customer" to remove the customer from the list as shown below.

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Filter Customers

You can filter the customers by selecting shipper or broker or both

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Once Shipper or Broker is selected, you can again apply filters using customer and contact name

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In the Customer List view, you can choose which column to show or hide by selecting Column titles as shown below.

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You can also export all your customers to Excel using the "Export to Excel" feature.

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