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Creating a New Company

Jazva Support -

Learn how to add companies in your CRM.

Creating a New Company

  1. From the main menu, go to CRM and select Companies.
  2. Click Add New Company.
  3. Complete the form as needed.
  4. Click Create to save the company. If you would like to continue adding companies, click Create and Add Another.

Assigning External Shipping Accounts

Jazva allows you to assign multiple 3rd-party and 1st-party shipping accounts to a company. When setting up these external shipping accounts, you can specify which weight range or mail class the shipping account will apply to. Additionally, the auto-selected shipping account can be overwritten using a business rule, or manually from the shipping screen.

  1. From the main menu, go to CRM and select Companies.
  2. Open an existing company.
  3. Scroll down to External Shipping Account.
  4. Click Add.
  5. In the new window, you can select the Type, weight range and mail class the ship account will apply to.
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