1. Navigate to https://app.allotrac.io/ and log in to your Allotrac.io site

2. Click the "Manage" button from the home screen

3. Click the "Contacts" button from the drop down menu

4. Click the "ADD CONTACT" button

5. Type in an "Account Code" for the contact

6. Type in a "Company Name" for the contact

7. Type in the "First Name" for the primary person for this contact

8. Assign the "Last Name" for this primary person as well

9. Type in this contact's "Phone Number"

10. Assign an "Email" to this new contact

11. If you have any price lists set up in the system, click the "Price List" field and select the correct price list from the drop down to assign to this new contact

12. Click the "Type" field as shown below. As a default, we assign the "Billable" contact type to the contact. This means that this contact can be the billable client within your jobs

13. Click "Origin" from the drop down if you want this contact to be an eligible pickup contact within your jobs

14. Click "Destination" from the drop down if you want this contact to be an eligible delivery contact within your jobs

15. If you want this contact to be enabled and usable within your site, make sure this toggle is switched on. If not, untick the "Enabled" toggle

16. Click the "Documents" field if you wish to upload any files/ documents to this new contact

17. Type in the primary address for this contact into the "Address" field

18. As soon as you notice the correct address appears, click on it from the drop down

19. Click the "BILLING DETAILS" tab at the top of the pop up

20. Type in the street address

21. Type in the city name

22. Type in the ZIP/ postal code

23. Type in the state

24. Type in the country

25. Click the "INVOICE SETUP" tab at the top of the pop up

26. Click the "Payment Type" field

27. Select which payment type you would like to assign to this contact.

28. If you have selected this contact to have an "Account" payment type and you wish for their invoices to be consolidated within Allotrac.io, tick the "Allow Consolidate" checkbox

29. Click the "Consolidate" field

30. Select the frequency that you would like this contact's invoices to be consolidated on from the drop down

31. Click the "Consolidation Method" field

32. Select the method in which you would like this contact's invoices to be consolidated by. "All" meaning that all invoices will be consolidated for this contact. "Reference" meaning that this contact's invoices will be consolidated via job reference. "Item" meaning that this contact's invoices will be consolidated via items

33. Select which job information you would like Allotrac.io to automatically assign into your invoice description

34. You can select multiple or all information if you wish

35. If you want your proof of pickup for this contact's jobs to be attached in their invoices, select the "POP" button

36. If you want your proof of delivery for this contact's jobs to be attached in their invoices, select the "POD" button

37. Type in the term number of days that you want to assign to this contact's invoices

38. Click the Term Index field

39. Select when you want the Term Index for this contact

40. Click the "Save" button to create this contact

You have now created this contact within your Allotrac.io site. This contact will now be ready to use in your jobs and projects