How do I add my first client?

Add a client from the Clients page using the 3-step wizard. You'll set their company info, billing terms, and warehouse assignment in under three minutes.

Adding a client takes about three minutes and uses a 3-step wizard at Clients → Add Client. You'll enter their company info, set billing rates, and assign them to a warehouse.

Only Admin users can add clients. The client will receive a welcome email with login instructions once you finish.

Step-by-step

1. Go to the Clients page in the sidebar and click Add Client.
2. Step 1 — Company info: enter the company name, primary contact email, phone, and shipping address. The email becomes the client's login.
3. Step 2 — Billing: choose a billing frequency (monthly is most common) and set the per-order fee, per-item fee, and any storage or receiving fees. You can edit these anytime.
4. Step 3 — Warehouse: assign the client to one or more of your warehouse locations. Pick a primary location — that's where their inventory will be stored by default.
5. Click Create Client. The client gets a welcome email automatically.

You're done when…

The new client appears in your Clients list with a green Active badge. They'll receive their welcome email within a minute.