We are excited to introduce a new feature in the Supply Chain version of Shipeezi that allows users to send invitations when creating new customers. This enhancement simplifies the process of onboarding new customers by providing a streamlined invitation option, similar to what is available for suppliers.
Go to app.shipeezi.com
1. Introduction
2. Click "Network"
Access the network tab.
3. Click "Customers"
Navigate to the "Customers" section.
4. Click in "Create"
Proceed to the next step.
5. Customer
Continue to the following step.
6. Entity
Select the "Entity name" option.
7. BE Code
Select the "BE Code" option.
8. Billing Email
Proceed to the next step.
9. Phone number
Phone number
10. Click "Create"
Click on the "Create" button.
11. Click in "Invite"
Continue to the next step.
12. Click "Invite customer"
Select the "Invite customer" option.
13. View "Your invite to join Supply Chain on Shipeezi"
Open "Your invite to join Supply Chain on Shipeezi"
The guide covered the process of sending invitations to new customers in Shipeezi's Supply Chain version, from accessing the network tab to checking your Gmail for the sent invitations.