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Customers

Monitor and organize customer information in FinsinTMS to facilitate communication, track orders and improve service quality.

View Customers


In our logistics management software, newly added customers are automatically displayed in the list of viewable customers. Users have the flexibility to manage these entries efficiently, with options to edit or delete customer information directly from the interface.
features

View

This function allows users to access and view detailed information about a specific customer. It typically includes data such as the customer's name, address, contact details, account status, and any special instructions or notes. Viewing the customer details helps users understand the specifics of a given customer, which can be crucial for maintaining strong customer relationships and ensuring smooth operations.

features

Edit

The "Edit Customer" functionality enables users to update or modify the existing information about a customer. This can include changes to the customer's address, contact details, account status, billing information, and any other relevant information. Editing ensures that the customer's information remains accurate and up-to-date, which is essential for effective customer relationship management and operational efficiency.

features

Delete

This function allows users to remove a customer from the system. Deleting a customer might be necessary if the business no longer works with that customer, if the customer account was added by mistake, or if the customer has been inactive for a long period. Removing outdated or irrelevant customer records helps keep the customer database clean and organized. Before deleting a customer, it is important to ensure that all necessary records and historical data are maintained.

Add Customers

Effectively add new customers to FinsinTMS by entering important details such as company name, contact information, shipping address, payment preferences and more. Ensure seamless integration with existing customer databases to increase operational efficiency.

add customer

Bulk Import

bulk import

Import multiple customer records into FinsinTMS simultaneously using the bulk import function. Upload customer data files in CSV or Excel formats to speed up the onboarding process and maintain data integrity throughout the customer management process.