Knowledge

In this section, you will manage staffs, customers and drivers.

1. Staff For the Staff tab, you can also create new staff. This data is synchronized with Setup → Staff.
   Go to staff detail -> select Permissions and select the appropriate permissions. 
   
   
2. Customer For the Customer tab, data will be synchronized from the Customers menu in the left sidebar You need to create a list of customer addresses at Address Book to use in the package and shipment creation pages.
   Go to customer detail and select Address Book → select New Address In the New Address, fill in the required fields:
3. Driver For the Driver tab, you need to create accounts for drivers so they can access the system and perform shipping tasks. Steps to create driver:

• Step 1. Go to Setup menu in the left sidebar -> select Roles -> select New Role  

  

• Step 2. In the Add new role, fill in the following details: - Enter role name - Select the permissions to assign to this role like the screenshot below
• Step 3. Go to Users menu under the Logistics module, select Drivers tab 
• Step 2. Click on Add Driver button 
• Step 3. In the New driver page, fill in the required fields.
  Switch to the Permission tab, select role as Driver. Then select Save