Customers
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      3. Customers

      How to add a business customer

      1. Select 'Customers' from the menu and from the dropdown select 'Business' on the Car and Van Hire Software.

      select-business-under-customers-coastr

      2. Select 'CREATE' to add a new business customer.

      select-create-to-create-new-customer

      3. Enter the details of the business customer.

      enter-business-customer-details-coastr

      4. Enter payment/credit details if required and click 'PROCEED'

      update-payment-details-and-credit-limit-as-required

      5. Enter the authorised signatories of this business account. You would need to add at least one authorised signatory in order to proceed.

      add-authorised-signatories-on-the-business-account

      6. Select 'PROCEED' to continue.

      click-proceed-coastr

      7.   Enter the details of approved drivers of the business customer. This step is not mandatory and can be skipped. 

      enter-approved-drivers-on-the-account

      8. Add documents of the business customer, if any.

      add-additional-documents-if-any-coastr

      9. Otherwise, select 'SAVE CUSTOMER' to create your new business customer.

      save-to-add-business-customer

      10. The business customer has now been created and can be viewed in the business customer page.

      business-customer-is-now-added-on-the-software-coastr