Creating A Customer

Creating accurate customer profiles speeds up order creation, improves communication, and ensures clean reporting across your operations.

Description Summary

The Customers module in Rose Rocket enables brokers and carriers to add, manage, and track customers they do business with. Creating customer records ensures seamless integration into orders, quotes, invoicing, and reporting workflows.

User Segment

Brokers & Carriers

How it Works

1. Navigate to Customers
   Use the left-hand sidebar to access the Customers module.

2. Click “Create Customer”
   Opens a form to begin creating a new customer profile.

3. Fill in Customer Information
   Add company name and address.

4. Add Additional Information
   Use the data panel to fill in additional information such as emails and phone numbers.

Click through the interactive video below for a step-by-step guide.

Best Practices

• Search before creating: Avoid duplicates by checking if the customer already exists.

• Include complete contact and billing info to prevent downstream errors.

Common Issues & Troubleshooting

I accidentally created a duplicate customer—what should I do?

Before creating a new customer, always use the search bar to check if they already exist. If duplicates are found, you can delete the customer profile.

Why isn’t the customer showing up when I try to create an order?

Make sure the customer profile was saved properly and marked as active. Inactive customers profiles will not appear.