Accounts are organisations with whom you have business relationships. An Account can encompass multiple locations and contacts, allowing for the distribution of containers across different areas within the account.
- Vendor is now called Accounts on the Superfy platform.
- Store is now called Locations on Superfy on the Superfy platform.
- Contacts now has its own menu.
Accounts and Locations can be allocated to each Container on the Map. Learn How
How to Add a Contact
- Log into your Superfy Account
- Navigate to the CRM menu located on the left-hand side of the screen
- Select Contacts from the CRM submenu to add your contacts for both Accounts and Locations.
- Click on Add Contact located at the top left-hand side of the screen.
- On the Add Contact screen, enter the below required details
- Title
- First Name
- Last Name
- Phone Number
- Click Save.
How to Add an Account
- Select Accounts from the CRM submenu to add an Account.
- Click on Add Account located at the top left-hand side of the screen.
- On the Account Information screen, enter the below required details
- Account Name
- Account Logo
*Maximum file size for Account Logo is 10 MB
- Click Save.
How to Add a Location
A Location refers to the physical location where the container is situated and is a subset of Accounts Management.
- Select Locations from the CRM submenu to add an Account.
- Click on Add Location located at the top left-hand side of the screen.
- On the Add Location screen, enter the below required Information.
- Account Name – the Account you wish to link with the Location (store)
- Name – Location (Store) name
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- Address -- Full Address
- Click Save
The Address needs to be accurate to utilize the Scheduling and Routing features.
