Managing Vendor Accounts

This guide explains how to set up and manage accounts for third-party vendors in Clarus WMS after your warehouse is established. It covers adding new accounts and configuring their various details to ensure smooth operations.

Step-by-Step Guide

1. Go to the Accounts Section

From the left-hand menu, click on ""Accounts"". The accounts screen will then show all existing accounts.

2. Add a New Account

Click the +Add account button to create a new account.

3. Complete General Information

Code: Enter a short code for your vendor.
Name: Enter the vendor's name.
Default warehouse: Select the default warehouse from the dropdown menu.
Click Save and Edit to continue.

4. Fill in Additional Sections

Address: Enter the vendor's address details and click Save.

External System References: Leave External system reference 1, 2 & 3 blank unless you have specific references to add.

Warehouses: The default warehouse is assigned automatically. To change it, untick the is default? box. To remove a warehouse, click un-assign and confirm. To assign a new warehouse, select one from the dropdown and click assign warehouse.

Collection Addresses: Select a collection address from the dropdown and click assign collection address. To remove an address, click un-assign.

Delivery Addresses: Select a delivery address from the dropdown and click assign delivery address. To remove an address, click un-assign.

Linked Accounts: To link accounts, select an account from the dropdown and click link account. To remove a link, click un-link.

Barcode Formats: The default barcode format is shown. If you need a custom format, contact support.

Putaway: Select a putaway rule from the dropdown to decide where stock will be placed. Choose the direction (ascending or descending) and click Save. To create a new rule, click +new putaway rule and fill in the fields.

Picking: Set pick rules and pick optimisation by choosing from the dropdown options. Click Save when you have finished.

Flags: Activate or deactivate options, such as round up to full storage units on pick, using the tick boxes.

Default Templates: Select templates for various documents, including Putaway, Picking notes, Dispatch notes, Storage unit labels, Pick storage unit labels, and Invoice templates.

Charge Card and Window:
Charge card: Select a price list from the dropdown.
Charge window: Set how often charges are calculated for this account.

Charges Appearance on Invoice: Choose how charges (e.g., rental, sundry, picking) appear on the invoice: hidden, summary, grouped, or detailed lines. You can also split the invoice by charge basket.

Tasks: Enter a number to unallocate tasks after a set number of minutes. Set to 0 if no unallocation is needed.

ASN In - Cross-Dock Options: If products will not be stored long-term, enable cross-dock by clicking the button and configure the remaining settings. Click Save when you are satisfied with the setup.

FAQs

Can I assign more than one warehouse to an account?

Yes, you can assign multiple warehouses and choose one to be the default.

What are external system reference fields used for?

These fields are optional and can be left blank unless you have specific references to add.

How can I remove an assigned warehouse from an account?

Click the un-assign button next to the warehouse, then confirm the action.

Can I customise the barcode format for my products?

Yes, but you will need to contact support to create a custom barcode format.

How do I set default templates for accounts?

You can select default templates for various documents (e.g., putaway, picking notes, invoices) from the drop downs in the Default Templates section.