> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.claruswms.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting Up Accounts

> Complete guide to creating and configuring vendor accounts including warehouses, addresses, putaway rules, picking, charges, and templates.

## 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.

## Creating a new account

<Steps>
  <Step title="Go to the Accounts section">
    From the left-hand menu, click **Accounts**. The screen shows all existing accounts.
  </Step>

  <Step title="Add a new account">
    Click the **+Add account** button.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<AccordionGroup>
  <Accordion title="Can I assign more than one warehouse to an account?">
    Yes. You can assign multiple warehouses and choose one as the default.
  </Accordion>

  <Accordion title="Can I customise the barcode format?">
    Yes, but you need to contact support to create a custom barcode format.
  </Accordion>

  <Accordion title="How do I remove an assigned warehouse?">
    Click the **un-assign** button next to the warehouse and confirm the action.
  </Accordion>
</AccordionGroup>