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Overview

After your warehouse is established, you can set up accounts for third-party vendors. This guide covers creating new accounts and configuring their various settings.

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Creating a new account

1

Go to the Accounts section

From the left-hand menu, click Accounts. The screen shows all existing accounts.
2

Add a new account

Click the +Add account button.
3

Complete general information

  • Code — a short code for your vendor
  • Name — the vendor’s name
  • Default warehouse — select from the dropdown
Click Save and Edit to continue.
4

Fill in additional sections

Configure each section as needed:Address — enter the vendor’s address and click Save.External System References — leave blank unless you have specific references.Warehouses — the default is assigned automatically. Use un-assign and assign warehouse to manage.Collection Addresses — select and assign from the dropdown.Delivery Addresses — select and assign from the dropdown.Linked Accounts — select and link accounts from the dropdown.Barcode Formats — the default is shown; contact support for custom formats.Putaway — select a putaway rule and direction (ascending/descending), then Save.Picking — set pick rules and pick optimisation from the dropdowns.Flags — toggle options like round up to full storage units on pick.Default Templates — select templates for putaway, picking notes, dispatch notes, storage unit labels, pick storage unit labels, and invoice templates.Charge Card and Window — select a price list and set charge calculation frequency.Charges Appearance on Invoice — choose how charges display: hidden, summary, grouped, or detailed lines.Tasks — enter minutes for task unallocation (0 for no unallocation).ASN In / Cross-Dock — enable cross-dock if products will not be stored long-term.
Yes. You can assign multiple warehouses and choose one as the default.
Yes, but you need to contact support to create a custom barcode format.
Click the un-assign button next to the warehouse and confirm the action.