As a logistician you create your customers here as **clients** (*Mandanten*). A client is a company that belongs to your company. You see the orders, articles and stock of all your clients in one place. The default warehouse, the storage areas and the ShipCloud account you set for a client control where its goods are put away, where picking locations are searched and how its parcels are shipped.

![Screenshot: Client overview with the list of clients, search field and the "New client" button](/company/images/clients-overview.png)

## Before you start

- Your user needs the permission *Company Settings › Tenants* to see the list, and the edit permission for this area to create or change clients. Ask your administrator.
- Your package must still have room for another client. If the limit is reached, you see a message and cannot create the client – contact X-Sitter support to book more clients.
- If you want to assign them right away, create the following first:
  - the [warehouse](/warehouse-setup/warehouses.md),
  - the [storage areas](/warehouse-setup/storage-areas.md) for putaway and picking,
  - the [ShipCloud account](/company/shipcloud-accounts.md) of the client.

## Step by step

### Create a client

1. Open **Company Settings › Tenants** (*Firmen Einstellungen › Mandanten*). The **Client Overview** (*Mandanten Übersicht*) lists all clients with company, address, e-mail and website. Use the search field to find a client quickly.
2. Click **New client** (*Neuer Mandant*). The form **Create a new client** (*Neuen Mandanten anlegen*) opens.
3. Fill in the company data, contact details and the warehouse defaults (see the table below).
4. Click **Save** (*Speichern*). You see the message "The client has been saved".

![Screenshot: Form "Create a new client" with company name, address and contact fields filled in](/company/images/clients-new-form.png)

### Edit a client

1. In the client list, click **edit** (*bearbeiten*) next to the client.
2. Change the fields you need.
3. Click **Save**. You see the message "The client has been updated".

**Cancel** (*Abbruch*) takes you back to the list without saving.

![Screenshot: Lower part of the client form with default warehouse, the two storage area fields, Shipcloud account and tax rate](/company/images/clients-warehouse-defaults.png)

## Fields and options

| Field | Meaning |
|---|---|
| **Company name** (*Firmenname*) | Name of the client. It appears in all client selection lists. |
| **Customer number** (*Kundennummer*) | Your customer number for this client. You can also search for it in the order form. |
| **VAT ID** (*USt.-IdNr.*) | VAT identification number of the client. |
| **Street**, **House No**, **Postcode**, **City** (*Straße, Hausnummer, PLZ, Stadt*) | Address of the client. |
| **Contact Email Address** (*Kontakt E-Mail Adresse*) | General contact e-mail. |
| **Accounting email address** (*Buchhaltungs Email Adresse*) | E-mail address for invoices and accounting questions. |
| **Website URL**, **Phone** (*Telefon*) | Further contact details. |
| **Default warehouse (logistician)** (*Standard-Lager (Logistiker)*) | The warehouse in which the goods of this client are normally stored. |
| **Storage area (putaway)** (*Lagerbereich (Einlagerung)*) | Default storage area for putting away goods of this client. |
| **Storage area (picking location search)** (*Lagerbereich (KOM-Platz Suche)*) | Default area in which picking locations are searched for this client, if an article has no own picking area. |
| **Shipcloud Account** (*Shipcloud Konto*) | The ShipCloud account that is used for the labels of this client. |
| **Tax rate for cost billing** (*Steuersatz Kostenabrechnung*) | VAT rate for the warehouse cost billing of this client. Empty = 19 %. Enter 0 for customers in other EU countries with a VAT ID (reverse charge). See [Client billing](/billing/client-billing.md). |

!!!
Whether a client is active or inactive is not set in this form. If a client should be deactivated, contact X-Sitter support.
!!!

## What happens next

After creating a client you usually:

- create user accounts for the client's staff under [Employees](/company/employees.md) (choose the client in the **Company** field),
- set up the client's [jobs and connections](/administration/jobs-and-connections.md), for example the order import from its shop,
- check the [shipping rules](/administration/shipping-providers.md) if the client ships with its own carrier account.

The new client then appears in the client filters of the [order overview](/orders/order-overview.md), the order form and the import templates.

![Screenshot: Order overview with the client filter opened, showing the newly created client](/company/images/clients-in-order-filter.png)

## Good to know / Troubleshooting

| Message | Cause | Solution |
|---|---|---|
| "Plan … includes … clients, of which … are already in use. Please contact X-Sitter to book additional clients" (*Im Paket … sind … enthalten, davon sind bereits … belegt.*) | The client limit of your package is reached. | Contact X-Sitter support to extend your package. |
| "No authorization" (*Keine Berechtigung*) | Your user is missing the permission for clients. | Ask your administrator for the permission. |
| The client does not show up in a list | The client is inactive. | Contact X-Sitter support. |