Managing E-Logistics Customer List

1. Assigning Permissions for the E-Log Team

Step 1: Click your Avatar → Company Profile → Client Portal Settings.

Step 2: Configure the information displayed on the Client Portal interface.

Step 3: Select Group → Create to set up permission groups for the Client Portal.

Step 4: Select the modules you want this group to access → click Add.

2. E-Log Team Receives Customer Registration Notification

The E-Log team will receive an email when a customer registers on the Client Portal.

3. E-Log Team Verifies (Qualifies) the Customer & Assigns Account Manager

Step 1: Go to Customer → review customer information → click Sale Qualified.

Step 2: Select the permission Group for this customer → click Save.

Step 3: Assign the Account Manager and Assigned Users.

4. Setting Up Rate Search & Business Strategy

Default settings will apply the default pricing package.

Step 1: Verify that the Rate Search permission is enabled and open View Customer to configure the pricing strategy.

Step 2: Configure pricing strategies for each customer.

5. Handling Quote Requests

Step 1: Open Customer Request → view the request submitted by the customer.

Step 2: Click Request Pricing to send a pricing request to the Pricing Team.

Step 3: Select the user(s) who will receive the request notification.

Step 4: Once the Pricing Team updates the rate → click Create a Quote to generate the quotation for the customer.

Step 5: Send the Quote to the customer.

6. Receiving and Processing Orders

Step 1: Receive the notification for a new Booking.

Step 2: Review the customer’s order details and update the shipment progress so the customer can track the order.