Customer Manager User Guide¶
Welcome to the Customer Manager user guide. Customer Manager is part of the ShipWarePack platform and provides tools for warehouse and package management, including package tracking, client management, shipment handling, receiving, delivering, and dashboard analytics.
What You Can Do¶
With Customer Manager, you can:
- Search and track packages by tracking number
- Receive packages using multiple methods (individual scan, by date, container, or shipment)
- Deliver packages to clients and reverse deliveries if needed
- Manage clients — add, edit, and view client profiles and registrations
- Communicate with tenants and clients via the built-in messaging system
- View shipments with detailed breakdowns of containers, packages, and clients
- Analyze warehouse operations through the dashboard with customizable time ranges
- Manage users and assign roles within your organization
- Export data in multiple formats including Excel, CSV, PDF, and print
Getting Started¶
If you are new to Customer Manager, start with these guides:
- Logging In — How to sign in to the application
- Home Page Overview — Understanding the start page
- Navigation — How to get around the application
Feature Guides¶
| Section | Description |
|---|---|
| Packages | Search, view logged packages, and manage held packages |
| Receiving | Receive packages into the warehouse |
| Delivering | Deliver packages to clients |
| Clients | Manage client records and registrations |
| Shipments | View and explore shipment details |
| Messaging | Send and receive messages |
| Dashboard | Analytics and reporting |
| Maintenance | User account management |