Courier company · Customers

Customer sign-up approval

Approving or rejecting customers who sign up in the portal with your company code, and choosing the sign-up mode.

Your customers can sign up in the portal with your company code. You decide whether these sign-ups need your approval.

Open the Settings › Website tab.
In the Customer sign-up field, choose one of the options in the table below.
Click Save.
Send the sign-up address and company code shown in the Share with your customers box to your customers.

Option	What happens
On — I'll approve sign-ups (default)	New sign-ups arrive as "awaiting approval". The customer cannot place orders until you approve.
On — accept without approval (can order immediately)	The sign-up becomes active right away.
Off — only I add customers	The sign-up page tells the customer that the company is not accepting sign-ups right now.

Approving sign-ups

Open the Customers page. If there are sign-ups waiting, an Awaiting approval button with their count appears in the header. Click it, or pick the waiting customers in the Status filter.
Check the customer's name and phone in the list. Click the name to open the card for details.
Click Approve. The customer becomes active and can place orders.
To turn the sign-up down, click Reject and confirm with Reject again in the dialog.

A customer who signs up gets a customer type and price list automatically. They come from the Customer type for prices and Price list fields on the Settings › Website tab; if nothing is chosen there, the first active type and list are used. You can change them on the customer card before or after approval.
The customer creates their own login account while signing up; you don't need to open one.
A rejected sign-up becomes inactive and its login accounts are closed. The mobile phone is freed, so the customer can sign up with another courier company using that number.
On the card of a customer awaiting approval, the Active box is replaced by "Awaiting approval — approve it in the Customers list". Approval is done only from the list.

A customer says they can't sign up: Customer sign-up may be off. Or the mobile phone may be in an active record at another courier company.
Sign-up says the company hasn't finished its pricing: Define at least one active customer type and price list.
I can't see the Approve button: You don't have permission to manage customers.