Foundation
The captions from the video, as text, so people and search engines can read the same story.
Company setup in Customer Flow: finish the basics once so the next job reuses them.
Enter your legal name, home country, and the currency you count money in.
Add at least one office and one warehouse. Goods will arrive and leave from these places.
Add a bank, a chart of accounts, and a foreign exchange rate so payments have a home.
Save HS tariff codes once. Customs steps pick from this list instead of guessing.
Invite people and set who can create a job, who can approve, and who can only look.
New imports and exports stay locked until this required setup is complete.
Later you can add buyers, suppliers, letterheads, and approval rules.
Open the setup hub at thecustomerflow.com and work top to bottom.
See every feature video · Written how-to in the docs
Questions? Email info@thecustomerflow.com.
