Clients

Clients represent your customer accounts (who you fulfil for).

Guides

• Clients — Create, Edit & Delete
• Clients — Bulk & Line Actions
• Clients — Table columns
• Client Settings — Warehouse Assignments & Inbound Defaults
• Branding
• Delivery note footer
• Pricing & tariffs
• Shipping rules

Related guides

• Orders — Picking notes, delivery notes & invoices
• Billing — Pricing Metrics
• Billing — Service Mappings
• Core concepts (tenants, clients, customers, users)

Common tasks

• Edit contact details and billing/shipping defaults.
• Configure which warehouses a client can use and which inbound location should be preferred.
• Configure client-specific settings and tariff rules.
• Review which users/integrations belong to a client.

Actions

Some client screens include helper actions:

• Insert Table: inserts a basic HTML table snippet into the Delivery Note Footer HTML editor.
• Add Additional Tariff: adds a new bespoke tariff row in Pricing & Tariffs.
• Migrate to canonical code: shown for deprecated or alias tariff codes when available.