<aside> 👤

Create a client before loading the client’s products, connecting stores, receiving inventory, or processing orders.

</aside>

Before you begin

Have the client’s legal/display name, contact details, warehouse assignment, billing requirements, shipping accounts, and integration details available.

Add the client

1. Open Clients.
2. Select Add Client.
3. Enter the client details and save.
4. Open the new client record.
5. Review warehouse settings, rules, shipping accounts, integrations, billing, and client portal access.

Validate the setup

• [ ] The client is assigned to the correct facility.
• [ ] Users can access only the appropriate client.
• [ ] At least one product can be created or imported.
• [ ] Shipping and billing settings match the agreement.
• [ ] Any required store connection has been tested.

<aside> 💡

Complete the client’s operational settings before importing live orders. A client record alone is not a go-live configuration.

</aside>

Interactive walkthrough

https://app.arcade.software/share/LK614CV4AbmJFMKbV57N