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How-To GuidesOnboarding

Add a new client

Create the brand's client account and set it up for fulfillment.

Every brand you fulfill for is a client. Creating the client account is the first step of onboarding, and everything else (their store connection, their users, their orders and inventory) hangs off it.

Client accounts live on the Clients page. Only a Tenant Admin can add or edit clients. Operators can open the page and read the list, and the write buttons are still visible to them, but the server rejects the save with an admin-required error. For the screen-by-screen detail, see the Administration manual.

Before you start

  • You need a Tenant Admin login.
  • Have the brand's basics on hand: their name, a short code you'll use for them everywhere, a billing email, and the currency they sell in.

Create the client

Open Clients and press Add Client

Go to Clients in the sidebar. The list shows every brand you already fulfill for. Press Add Client in the top right.

Client Management list with the Add Client button

Fill in the client's details

The Add Client sheet asks for four things:

  • Client Name (required). The brand's display name, for example Acme Corp.
  • Client Code (required). A short unique identifier in letters, numbers, hyphens, and underscores. It is uppercased automatically and shows up all over the app, so keep it short and recognizable, like ACME.
  • Billing Email (optional). Where billing correspondence goes.
  • Currency (optional, defaults to USD). The ISO 4217 code used on customs declarations, for example USD or CAD.

The Add Client sheet

Press Create Client. The new client appears in the list immediately.

Tune the client's fulfillment settings

Click the new row to open its detail panel. Two settings are worth setting now rather than later:

  • SLA target (hours). Drives the on-time fulfillment metric on the dashboard. Typical values are 24 for DTC and 48 to 72 for wholesale.
  • Default pick strategy. How picks choose bins for this client's SKUs. Automatic is the right default for most clients.

The client detail panel with SLA and pick strategy

The Clients reference explains every field on this panel.

What's next

The client account is an empty shell until you wire it up:

Onboard a new client

The full checklist, from creating the client to their first shipped order.

Connect a sales channel

Connect a brand's store so their orders flow into the warehouse.

On this page

Before you startCreate the clientOpen Clients and press Add ClientFill in the client's detailsTune the client's fulfillment settingsWhat's next