Method 1: Manually entering each customer

Step 1: Go to CRM → Add New

Step 2: Enter the customer’s Company Information, Invoicing Information, Type, Markup settings, Credit terms, Customer grouping, and any special requirements.

1. Company Information

Type

• Customer Type: direct, forwarder, agent, other

• Residence Type: Domestic (local customer), Overseas (foreign customer), Other
  

• Addition Type: customers may be assigned to multiple categories

2. Invoicing Information

For Vietnamese corporate customers, invoicing details must be entered accurately for correct tax invoice issuance.

3. Contact Information & Contract Number

Enter all relevant contact details and contract references.

4. Pricing Level & Minimum Profit Settings

• Pricing Level: Select according to the company’s markup strategy

• Min Profit: The minimum acceptable profit margin

Example: If Min Profit = $100, then any quotation with a profit of $90 will trigger a red warning.

5. Credit Term Settings

• Credit Limit: maximum allowable outstanding balance

• Credit Period: number of credit days allowed

Credit terms can be configured separately for: Export, Import, Domestic, Other

Tick the applicable transaction type → enter the number of days.

After completing all fields, click Save.

Method 2: Bulk import potential customers using Excel

Step 1: Go to CRM → Upload Excel File

Step 2: Click Default Markup to choose the pricing strategy for all imported customers.

Step 3: Click Assigned Users to assign who manages this customer list and select Addition Type.

Step 4: Click Download Template to get the Excel file format.

Step 5: Enter all customer data into the provided Excel template.

Step 6: Upload the Excel file by dragging it into the Select File area → click Next.

Step 7: Map each Excel column to the corresponding system field → click Import.

Example: Column Heading: Name → Tariff Item: Name

Step 8: Import is successful when progress reaches 100%, then click Finish.

If an error appears, the system will show the exact row and field with the issue → correct the Excel file → click Upload another file to re-import.

HOW TO CHECK WHETHER A CUSTOMER ALREADY EXISTS IN THE SYSTEM

Step 1: Go to CRM, enter the customer name or tax number.

Step 2: Click Check Data.

If the customer already exists → the system will display the result.

If the customer does not exist → the system will show No data.

HOW TO EDIT CUSTOMER INFORMATION

Step 1: Click View Customer for the customer you want to modify.

Step 2: Choose the section you want to edit:

Add or Assign Users (share customer access)

• Shipment assignment: add users to manage Quotes/Shipments

• Sale request assignment: add users to follow Sales pricing requests

• Customer request assignment: add users to follow Customer Portal requests

Change the Account Manager: The Account Manager is the main salesperson in charge of the customer. Other sales users can be added under Shipment Assignment when sharing the customer.

General Information: Select Edit General Information.

Invoicing Information: Select Edit Invoicing Information (applies to Debit/Credit Notes and Invoices).