---
title: Customer Setup Quick Start Guide
description: Getting started with Customer Setup
---
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1. [TMS Knowledge Base](https://faqs.hitrak.com/?hsLang=en)
2. [Getting Started](https://faqs.hitrak.com/getting-started?hsLang=en)
# Customer Setup Quick Start Guide
## Getting started with basic Organisation setup
Before a customer's consignments can be created with Hitrak, they require an **Organisation**, **Account** and at least one **Requesting Site**.
This article is intended to get users started with basic Organisation setup for a **Customer**. For more detailed content on Organisations and related setup, see our [Organisation Setup User Guides](https://faqs.hitrak.com/system-setup#organisations).
For an overview of Customer Pricing Setup options, see[Introduction to Pricing and Rating.](https://faqs.hitrak.com/intro-pricing-invoicing?hsLang=en)
In this article:
[Creating an Organisation](https://faqs.hitrak.com/quick-start-customer-setup#new-org)
[Accounts](https://faqs.hitrak.com/quick-start-customer-setup#accounts)
[Sites](https://faqs.hitrak.com/quick-start-customer-setup#sites)
[Customer Portal Users](https://faqs.hitrak.com/quick-start-customer-setup#users)
---
### Creating an Organisation
An Organisation must be configured for each customer before their consignments can be created in Hitrak.
#### **To create a new Organisation:**
- In the sidebar menu, click **Administration -**\> **Organisations.**
- Click **Create New**.
- Enter the **Organisation Name** and a unique **Organisation Code**.
- Select the Customer **Organisation Type.**
- Select the **Service Types** for the customer's consignments from the dropdown list
- Click **Freight Types** to select the available freight items for the customer's consignments.
See the video below for a runthrough of this setup.
Optional fields can be completed to customise consignment prefixes and display names for messaging receivers. See the full guide to [Organisations](https://faqs.hitrak.com/organisations?hsLang=en) for more detail on these fields.
[Back to top of section](https://faqs.hitrak.com/quick-start-customer-setup#new-org)⬆️
[Back to top of article](https://faqs.hitrak.com/quick-start-customer-setup#top)🔝
---
### Accounts
Before any Sites can be added to an Organisation, it must have at least one Invoice Account.
#### To create an Account:
- In the Organisation page, click **Accounts** -\> **New Account**.
- Enter a **Description** and a unique **Account Code**.
- Enter an **Email** recipient for any Invoices, and hit the keyboard Enter key.
- Optionally, enter an **Address** for the Account.
- Click **Create** to complete the setup.
ℹ️ Email is **required** if you intend to send invoice emails directly from Hitrak.
[Back to top of section⬆️](https://faqs.hitrak.com/quick-start-customer-setup#accounts)
[Back to top of article](https://faqs.hitrak.com/quick-start-customer-setup#top)🔝
---
### Sites
Sites are used for any location regularly involved in a customer's consignments, including:
🔼 Addresses regularly **sending** freight, such as warehouses or distribution centres.
🔽 Addresses regularly **receiving** freight, such as the customer's stores.
🏢 Other addresses authorised to **request** a consignment, such as a head office.
#### To create a Site:
- In the Organisation page, click **Sites** \> **New Site**.
- Enter the **Site Name** and a unique **Site Code**.
- Check the **Requesting Site** box if the site is responsible for requesting consignments.
- Add the Site Address and **Region**.
- Select the **Default Account** for invoices related to the Site.
- Optionally, add Contact details or **Additional Notes** for Drivers if required.
- Click **Create** to complete the setup.
See the video below for a runthrough of Account and Site setup.
For more information on Sites, see [Managing Sites](https://faqs.hitrak.com/sites?hsLang=en).
[Back to top of section](https://faqs.hitrak.com/quick-start-customer-setup#sites)⬆️
[Back to top of article](https://faqs.hitrak.com/quick-start-customer-setup#top)🔝
---
### Customer Portal Users
For customers who choose to utilise the Freightmaster Portal to create and manage their consignments, users must be configured within their Organisation.
#### **To create a user:**
- In the Organisation page, click **Create User** \> **For Freightmaster**.
- Add their Email address, and click the 🔑 icon to generate a login password.
- Enter the user's **Name** and **Phone number**.
- Check the user roles boxes to add additional permissions.
- Select the **Sites** they need access to, choosing a default **Origin (Sender)** and **Requesting Site**.
- Click **Create** to save the new user and immediately generate a welcome email with instructions for logging in.
Freightmaster users can be linked to multiple Organisations if required. For more information on working with Users, see [Managing Users](https://faqs.hitrak.com/users?hsLang=en).
For full details on the roles available for Freightmaster users and what they mean, see [Freightmaster User Roles.](https://faqs.hitrak.com/user-roles?hsLang=en#fm-roles)
[Back to top of section](https://faqs.hitrak.com/quick-start-customer-setup#users)⬆️
[Back to top of article](https://faqs.hitrak.com/quick-start-customer-setup#top)🔝
- [Getting Started](https://faqs.hitrak.com/getting-started?hsLang=en)
- [Driver App Knowledge Base](https://faqs.hitrak.com/driver-app-knowledge-base?hsLang=en)
- [Freightmaster Knowledge Base](https://faqs.hitrak.com/freightmaster-knowledge-base?hsLang=en)
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