Video Tutorials

Use these short video guides to see common CustomerManager workflows from start to finish. Select a tutorial below or use the Tutorials menu at the top of the Help Center.

Tutorial	What you'll learn
Package Search	Find a package and review its current information.
Package Receiving	Receive packages into the warehouse.
Package Pricing	Find a package and record its price.
Create an Invoice	Create and review an invoice manually.
Batch Invoice Generation	Generate invoices for a group of eligible packages.
Client Registration	Review the client-registration workflow.
Client Registration Process	See the full lifecycle of a registration, from sign-up to Pending, Validated, or Assigned.
Assign Client Registrations	Link a validated registration to the correct client.

Watching a tutorial

Use the player's full-screen control for a larger view. Every tutorial page also includes a direct link that opens the MP4 file in a new tab.