An account in WMSmart is an equivalent of a Company in the accounting applications.
Accounts are the actual warehouse customers. These are the companies that are using the services of the warehouse. WMSmart allows working with multiple accounts.
This window allows editing properties of a new account.
The red markings indicate mandatory fields that must be filled in properly in order to create an account.
General Tab
This tab allows designating properties of a
new account.
Business Details
Fill in the Business Details: Name, Initials, Address, City, Zip Code, Country, State/Region, Office Phone, Office Fax, Web Page, and Status.
Shipping Address
To use the same address as in the Mailing Address, check the "Same as Mailing Address" box.
To use different address, fill in the specific data: Address, City, Zip Code, Country, and State/Region.
Billing Address
To use the same address as in the Mailing Address, check the "Same as Mailing Address" box.
To use different address, fill in the specific data: Address, City, Zip Code, Country, and State/Region.
Enter all the necessary data.
Details Tab
This tab is used to set additional account details. It allows adding an Alias to a contact as well.
Contact details
Fill in the Contact Details: Contact Name, Profession, Department, Title, Office, Birthday, Assistant Name, Manager Name, Mobile Phone, and contact Email address.
To learn how to add an Alias, click on the following link Add an Alias.
This tab is used to designate which warehouses are assigned to this account. It allows setting several warehouses for any account.
To add a warehouse to
the Storage Location, first select a Storage
Location from the Available Storage Locations list. Click
on the
To remove a warehouse from the
list, select the warehouse from the Selected Storage Locations and
click on the
button. The warehouse
will be removed from the account.
To add all the warehouses to a new
account, click on the
button. All the Storage
Locations will be transferred to the Selected Storage Locations list.
To
remove all the Storage Locations from the list, click on the 
button. All the Storage Locations will be removed from the
account.
Default Location
Click Choose in order to select default location for the current Account. Next window will open.
Click Ok to save changes.
Settings Tab
The Settings tab consists of five sections: Measurement, Reports, Financial, Item Codes, and Alerting/Notifications.
Measurement
The Measurement section allows users to define the display format, default measurement units, and display settings to be used under the system accounts.
Reports
This section allows users to define the format of the Reports to be used.
The user has three options:
1. Basic Report (Default)
2. Advanced Report
3. Barcode Reports
Financial
The Financial section displays current currency and taxes. You may choose currency from the drop-down list. You may check the "Include Sales Tax" box and enter the Tax ID (EIN) as well.
Item Codes
The Item Codes section allows users to define the format of the Secondary Item Code.
There are three options:
1. Disabled (Default)
2. Secondary Item Code
3. After Market Item Code (Automotive)
Inventory Modes
In Inventory Modes tab you may select Inventory Mode to work with. Changing Inventory modes is a one-time conversion.
Committed mode can not be changed to Restricted one.
Deficit mode can not be changed to Committed or Restricted ones.
After
all the necessary data was entered, click on the 
button
to login to the created account or click on the 
button to create a new user and/or configurate E-mail
Settings.
If no available locations were assigned, next message will appear:
Click "Yes" to assign account automatically or click "No" to edding this account.
For additional information, go to the following links: