Edit Client

Client settings control branding, PDFs, billing configuration, and operational rules.

Operating mode

• Active: orders can import and enter live warehouse work normally.
• Suspended - monitoring only: integrations stay connected and orders can still import for visibility, but those orders are blocked from reservation, picking, shipment creation, warehouse notifications, and live operational KPI queues.
• Archived: the client is kept for history and is hidden from live operational views.

Guides

• Warehouse assignments & inbound defaults
• Branding
• Delivery note footer
• Pricing & tariffs
• Shipping rules

Warehouse assignments and inbound defaults

• Warehouse assignments control which warehouses the client is allowed to use.
• Default warehouse is the active assigned warehouse ParcelPilot can preselect for future inbound workflows.
• Default inbound location is the preferred receipt/return location inside the selected warehouse.
• See Warehouse assignments & inbound defaults.

Branding

• Logo and colour settings affect client-facing PDFs and branded outputs.

Delivery note footer

• Footer content is appended to PDF delivery notes.
• Keep content short and tested (PDF rendering can be sensitive).

Pricing / Tariffs

• Pricing configuration is used by Monthly Operations to calculate charges.
• If Monthly Operations is blocked, check this section first.

Shipping rules (concept)

If shipping behaviour isn’t as expected, confirm:

• Client integrations and carrier credentials are configured.
• Any client-specific defaults (service, label options) are correct.