The first stage to setting up a client on Mintsoft is to add the client details and pricing tariff for picking / storage / goods in etc.
Go to Clients > Add New Client
Then fill in the general information first - short name is used for account codes if you use these for your customer for accounting platforms etc:
Address data & contact information is optional, but recommended if the client ships internationally.
We do recommend that the clients VAT number and EORI number are populated further down if they ship internationally:
Next go to to the picking costs tab and enter your picking costs for this client;
For more detailed information on this see these guides:
Next go to the storage costs tab and select the method of storage.
Selecting the option to automatically calculate according to frequency will set the system to automatically start charging for storage:
More information on storage costs are found on these guides:
Next up go to the goods in tab and enter the charges for goods in when receiving ASNs in your warehouse:
More information for goods in charging is found here:
Finally, go to the defaults tab if you want to change some default settings for the customer.
Useful settings to change are;
- Default commodity codes & descriptions if shipping internationally
- Record inventory levels daily - allows clients to view stock levels at any day in the past
- Back order holding policy (split, or hold - Back-Order Functions
Once all settings configured - hit the add button in the bottom right: