Add your first client

Before you start

Have the client's company registration number, VAT number, invoice address and main contact's details to hand.

Decide first

• Which operating rules the client overrides. Work already under way keeps the rules it started with, and a recorded version is never edited. Agree any Client Override before the first delivery, such as a stock rotation by expiry date. For a first client with no special needs, follow the warehouse standards.

Checklist

1. Add the client and complete its company details with Add a client and complete its company details, such as LUM for Lumen & Loom Homeware Ltd. Choose its Account Manager as you add it.
2. Record its Primary and Operations contacts with Keep the client's contacts, such as Freya Lindqvist. Go live stays locked until it has a Primary contact.
3. Change any rule that needs a Client Override with Set a client's operating rules. Do this before the rules are confirmed in step 8.

What happens next

You're done when the client's go-live checklist on its Client 360 shows 2 of 7 done.