This guide provides a straightforward process for creating a new customer profile, complete with contacts and locations in the Diesel TMS system. It breaks down each step clearly, making it accessible even for users who may be unfamiliar with the platform. By following this guide, users can efficiently set up customer information, ensuring accurate and organized data management for their business operations.
1. Navigate to https://dieseltms.com/home/index
2. Click "Customers"
3. Click "New"
4. Click the "Company" field.
5. Type "Test Customer 3"
6. Click here.
7. Click "Save"
8. Click "Contacts (1)"
9. Click the "Name" field.
10. Type "Bob"
11. Click here.
12. Click "Locations (1)"
13. Click the "Name" field.
14. Type "Shipper Place"
15. Click here.
16. Double-click here.
17. Click this button.
18. Click here.
19. Click "Contacts (1)"
