Create Accounts for both Customers & Vendors to speed up your workflows, and ensure accurate details.
Customers are those who receive work from you
Vendors are those who you dispatch work to
Note: Admin, Dispatcher and/or Biller role is required to create accounts
To create an Account:
Log into the platform on desktop or laptop here: https://app.tread-horizon.com/
Use phone number or email for username
For mobile access, please download the "Tread Material Logistics" app:
Click here iOS to download the app for iOS/Apple
Click here to download the app for Android
Click on Settings→Accounts→Create Account
Note: Admin, Dispatcher and/or Biller role is required
When creating accounts you will need to provide the following details, please note the * symbol denotes required fields:
Account Info
Account name & Legal Name for the account for billing purposes
Account Type (Customer or Vendor)
External ID (if required)
Address
Billing address is same as company address, as applicable
Account Contact
First & last Name
Email
Phone
Billing contact is same as primary contact, as applicable
Notes (such as Net 30 days for billing, Preferred vendor, etc.)
Company Names
Every company has a Legal Name & DBA Name. Only 1 is name required.
Connections have their own Account Name which is tied only to their company.
If a company name changes, this name change will not propagate to the account name in another company. This allows every company to have their own naming convention for other companies.
Connected Accounts
Connected Accounts are Vendors or Customers who also use the Tread platform.
Select Connected Account add Vendors or Customers who also use Tread. By connecting accounts, you enable features like sending or receiving jobs to and from other users.
Set Permissions for a Customer or Vendor are available for your contacts on these companies to limit their activities with your company on the platform.
A Vendor can set a specific number of trucks or drivers
A Vendor can automatically accept any job you send to their drivers
How-To | Creating Accounts
Questions?
We are here to help! Contact us anytime at 1 (888) 558 7323 or email us at support@tread.io