Clients

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.

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,
  • the storage areas for putaway and picking,
  • the ShipCloud account 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".

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.

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.

What happens next

After creating a client you usually:

• create user accounts for the client's staff under Employees (choose the client in the Company field),
• set up the client's jobs and connections, for example the order import from its shop,
• check the shipping rules if the client ships with its own carrier account.

The new client then appears in the client filters of the order overview, the order form and the import templates.

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.