To add and manage customers in ExportDoc, navigate to Customers from the main menu and click on New Customer.
Customer Details
Enter the basic company information, including:
• Company Name
• Trade Name
• Email Address
• Phone Number
• Website
• Company Type (such as Exporter, Buyer, CHA, Freight Forwarder, etc.)
Address Details
Add the customer’s:
• Registered Address
• Factory Address
Compliance & Legal Information
You can also maintain important compliance and business details such as:
• IEC Number
• GST Number
• PAN Number
• AD Code
• CIN Number
• Export House Status
Banking & Business Preferences
Add customer-related financial and operational details, including:
• Bank Details
• Preferred Currency
• Payment Terms
• Preferred Port of Loading
• Dispatch Preferences
Smart Fields & Internal Tracking
ExportDoc also allows you to maintain internal business tracking information such as:
• Risk Level
• Customer Status (Active / Inactive)
• Credit Limit
• Internal Notes
Document Attachments
After creating a customer profile, you can upload and attach important documents for future reference, such as:
• Tax Certificates
• Company Registration Certificates
• Other Compliance Documents
Multiple Contacts
You can create and manage multiple contact persons under a single customer company profile for better communication and record management.
