Add New Account (Company)
The third step in the setup process is a creation
of an account (Company). (An account in WMSmart is an equivalent of a Company
in the accounting applications).
To create a new account, click on the 3. Create a Warehouse Customer Account link on the start page.
The Account (Company) window will open.
This window allows editing properties of a new account.
The red markings indicate mandatory fields that must be filled in properly in order to create an account.
General Tab
This tab allows designating properties
of a new account.
Business Details
Fill in the Business Details: Name, Initials, Address, City, Zip Code, Country, State/Region, Office Phone, Office Fax, Web Page, and Status.
Shipping Address
To use the same address as in the Mailing Address, check the "Same as Mailing Address" box.
To use different address, fill in the specific data: Address, City, Zip Code, Country, and State/Region.
Billing Address
To use the same address as in the Mailing Address, check the "Same as Mailing Address" box.
To use different address, fill in the specific data: Address, City, Zip Code, Country, and State/Region.
Enter the necessary data.
Details Tab
This tab is used to set additional account details. It allows adding an Alias to a contact as well.
Contact details
Fill in the Contact Details: Contact Name, Profession, Department, Title, Office, Birthday, Assistant Name, Manager Name, Mobile Phone, and contact Email address.
To learn how to add an Alias, click on the following link Add an Alias.
This tab is used to designate which warehouses are assigned to this account. It allows setting several warehouses for any account.
To add a warehouse to
the Storage Location, first select a Storage
Location from the Available Storage
Locations list. Click on
the
To remove a warehouse from the
list, select the warehouse from the Selected Storage Locations and click on the
button. The warehouse will be removed from the account.
To
add all the warehouses to a new account, click on the
button. All the Storage Locations will be
transferred to the Selected Storage Locations list.
To
remove all the Storage Locations from the list, click on the 
button. All the Storage Locations
will be removed from the account.
The Settings tab consists of three sections: Measurement, Reports, and Financial.
Measurement
The Measurement section allows users to define the display format, default measurement units, and display settings to be used under the system accounts.
Reports
This section allows users to define the
format of the Bill of Lading Report to be used while generating
the Bill of Lading report.
The user has three
options:
1. Basic Report (Default)
2. Advanced Report
3. Barcode reports
Financial
The Financial section displays current currency and taxes. You may choose currency from the drop-down list.
You may check the "Include Sales Tax" box and enter the Tax Value as well.
Saving a
New Account
There are 2 options to save an account:
1.
Save
and Close – Press
the 
2.
Save and Login
– Press the 
After the New Account was saved, it will be added to the Accounts window, where it will receive a new counter.
For additional information, go to the following links: