Clients

A client is a company whose goods you store and ship: the customer of a third-party logistics (3PL) warehouse. Each client's products, orders, purchase orders, returns, pallets and invoices belong to that client, and its documents can carry its own name, logo and wording. As soon as one client exists, LogisticaHQ works in 3PL mode: every new product must belong to a client, and screens let you choose the client.

A company that stores only its own goods creates no clients.

The client list

Open Setup > 3PL > Clients.

Create a client

1. Click New.
2. Enter the Name, a Description and, if you have one, the SSCC Company Id (see Compliance below).
3. Click Submit, then click the new name to complete the client.

• The Name is a short name, at most 24 characters, because it has to fit on packing slips, bills of lading and invoices. Put the full legal name in Company name.
• The name must be unique and cannot be changed later.
• Only office users can create or change clients; a client's own users cannot.

How documents choose what to print

Many client settings have a company-wide equivalent in Configuration, and some also exist on the customer or the vendor. The most specific one wins:

• Customer (for outbound documents) or Vendor (for receiving slips), if set there;
• then the client;
• then the company-wide Configuration setting.

Settings that offer Inherit / Yes / No use Inherit to follow the company-wide setting.

Setup tab

Details

Address (administrators)

The address printed on the client's documents and used as the bill-to address of their 3PL invoices. Each line falls back to your company's address when empty.

Document printing

Compliance

Client additional details

Client info 1 to 10 are free fields for anything you want to record about the client, such as an account manager or a contract number. They can be shown as columns and filtered in the client list.

Settings (administrators)

Shipping (administrators)

Each Inherit / Yes / No setting follows the customer first when the customer has its own value.

Notification tab

LogisticaHQ can email the client a document automatically: the receiving slip when a purchase order closes, the return slip when a customer return closes, the packing slip when an order closes or ships, and the bill of lading when a truck load ships. The document is attached as a PDF.

• Send email turns the email on or off for this client; Inherit follows the company setting.
• To, CC, BCC: addresses, separated by commas. @ClientEmail, @CustomerEmail and, for receiving, @VendorEmail put in that party's email.
• Subject, Body: the message. Empty fields use the company-wide text. Put in values with tokens:
  • Receiving: @PurchaseOrderNumber, @ReceiveDate, @VendorName, @ClientName
  • Customer returns: @CustomerReturnNumber, @ReceiveDate, @CustomerName, @ClientName
  • Fulfillment: @CloseDate, @CustomerName, @ClientName, and in the body @TrackUrl (the tracking link)
  • Truck loads: @TruckLoadNumber, @BillOfLadingNumber, @ShipDate, @CustomerName, @ClientName
  • Any field of the document itself, written @ followed by its name, for example @PoNumber or @ShipToName.

No email is sent when the To address is empty. @ClientName is the client's company name.

Portal tab

The client portal lets the client's own people see their stock, orders, purchase orders, invoices and reports, and place orders, without access to the rest of your system.

1. Tick Portal enabled.
2. Enter a Portal URL slug: lowercase letters, numbers and hyphens, for example darien. Left empty, it is made from the client's name; if another client uses it, a number is added.
3. Click Save portal settings (administrators).
4. Copy the Client portal link and send it to the client.
5. Create the client's portal users: users of type PortalUser, assigned to this client, with the portal capabilities they need. See Users.

Portal users can sign in only to the portal. Untick Portal enabled to close the portal for the client at once.

What belongs to a client

• Products: chosen when the product is created.
• Customers and vendors: chosen when they are created.
• Pick tickets belong to their customer's client; purchase orders to their vendor's client.
• Users assigned to a client see only that client's records everywhere.
• Zones and bins can be reserved for a client. See Zones.
• Billing profiles and invoices: see Billing overview.

Delete a client

Click the delete button in the client's row and confirm. This cannot be undone.