Customer Setup Quick Start Guide

Getting started with Customer Setup

In order for a customer's consignments to be created with Hitrak, at a minimum, they must have an Organisation, Account and a Site configured. This article is intended to get users started with basic Organisation setup.

For more detailed content on Organisations and their related setup, see our Administration User Guides.

For an overview of Organisation Pricing Setup options, see Introduction to Pricing and Rating.

In this article:

Creating an Organisation

Accounts

Sites

Customer Portal Users

Creating an Organisation

An Organisation must be created 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 Service Types for the customer's consignments from the dropdown list
Click Freight Types to choose the items available 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 for more detail on these fields.

Accounts

Before any Sites can be added to an Organisation, it must have at least one Account.

To create an Account:

In the customer Organisation, click Accounts>New Account.
Enter a Description and a unique Account Code.
Enter an Email recipient for any Invoices. Click the keyboard Enter key to save.
Optionally, enter an Address for the Account.
Click Create to complete the Account setup.

Note 🔎Email is a required field for any customers using Hitrak Direct Invoicing.

Sites

Sites are used for any location associated with a customer's business, typically those regularly sending or receiving their freight. When creating consignments, these are known as Requesting Sites.

To create a Site:

In the customer Organisation, click the Sites tab>New Site.
Enter the Site Name and a unique Site Code.
Add the Site Address and Region.
Select the Default Account for invoices related to the Site.
Complete the optional fields as required, to add Contact details, Additional Notes for Drivers, and links to Run Templates.
Click Create to complete the Site setup.

See the video below for a runthrough of Account and Site setup.

For more information on Sites, see Managing Sites.

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.
Create user login credentials: 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 for creating consignments, choosing a default Origin (Sender) and Requesting Site.

Click Create to save the new user, and generate a welcome email with instructions for logging in.