How to Add New Warehouse Customer Account
To create a New Customer Account, click the Add Account (Company) link on the start page.
The Account (Company) window will open.
This tab allows designating properties of a new account.
Red markings inidicate the fields, which must be filled in properly before the account can be saved.
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 details: 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 details: Address, City, Zip Code, Country,and State/Region.
Details TabThis tab is used to set additional account details. It also allows adding an Alias to the contact.
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, go to Add an Alias .
This tab shows which warehouses are assigned to the existing accounts.
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.
Clicking on the 
button will transfer the role to the
Selected Storage Locations list.
To remove a warehouse from the list, select
the warehouse from the Selected Storage
Locations and click the 
button. The warehouse will be removed from the account.
To add
all warehouses to the new account collectively, click the 
button.
All Storage Locations will be transferred to the
Selected Storage Locations list.
To remove all Storage
Locations from the list, click the 
button. All
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 two options:
1. Basic Report (Default)
2. Advanced Bill of Lading
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 ID (EIN) as well
Saving a New Account
There are 2 ways to save the account:
1. Click the
Save and Close button
.
2.
Save and Login – Press the 
button to switch
to the new account after saving all new
details.