Sign Up - New Customer
Sign Up - New Customer
Embedded Files
Customer Manual > Sign Up Customer
Q. How to Sign up as Customer?
Q. How to Sign up as Customer?
Click on ‘Sign up as Customer’ button
Enter your Company’s name
Enter your Email address
Enter your Phone number
Enter Password
Click on 'Sign up' button
Note - You will now be signed up as Customer. You can now proceed to Login.
Q. How to add new dealer?
Q. How to add new dealer?
Click on 'Dealers' tab from drawer menu (above transactions tab)
Click on 'Add Dealer' button
Please wait for company verification to add new dealer
Select one or multiple dealers from the checkbox from the list
Click on 'Done' button
Q. How to place new order?
Q. How to place new order?
Click on ‘New Order’ button from the orders tab(top right corner)
Select a vehicle from vehicle list
Click on '+ New Vehicle' button to add new vehicle
Assign a driver to the vehicle.
If not already assigned click on 'No driver assigned ' button to assign driver to vehicle.
If another driver needs to be assigned then replace driver from driver list.
Select a dealer from dealer list
Click on 'Select Product' button to select product
Select a product from product list
Enter quantity or amount
Add another product(if required)
Enter remarks(if any)
Click on 'Save' button
Q. How to Add Users?
Q. How to Add Users?
Click on 'Users' tab from drawer menu (below vehicles tab)
Click on '+' button to add new user
Enter user details :-
Name
Email address
Phone number
Password
Set user type/role :-
Admin (full access)
Accountant (manages invoices and payments
Order Manager (manages orders & vehicles)
Account manager (accounts + order manager)
View only (observes data)
Click on 'Ok' button
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