Clients — Create, Edit & Delete

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

Where: go to Administration → Clients.

Create

Create a new client (a customer you fulfil for).

Create a client

1. Go to Administration → Clients.
2. Click New client.
3. Enter the client details:
   • Tenant if your role can choose one
   • Client name and Code
   • Operating mode
   • Contact and address details as needed
4. Click Create.

What to prepare

• Client name and contact details.
• Delivery address defaults.
• Warehouse/client scoping expectations (tenant).

After creating

• Configure Branding (labels, PDFs).
• Configure Delivery note footer.
• Configure Pricing & tariffs for Monthly Operations.
• Configure Integrations (ecommerce platforms).

Notes:

• Billing address is the same as delivery is enabled by default on create.
• Super-admin and admin users can choose the Tenant unless they are impersonating; other supported roles create clients inside their own tenant.

Edit

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

Operating mode

• Use Active for normal warehouse clients.
• Use Suspended - monitoring only when a client is temporarily paused but integrations must keep importing orders for monitoring.
• Use Archived when the client should remain on record but stay out of normal live operational views.

Guides

• 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)

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 all tariff codes: updates this client's saved tariff codes to the latest canonical metric codes.