How to Add New Warehouse Customer Account
To create a New Customer Account, click the Add Account (Company) link on the start page.
The Account (Company) window will open.
This tab allows designating properties of a new account.
Red markings inidicate the fields, which must be filled in properly before the account can be saved.
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 details: 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 details: Address, City, Zip Code, Country,and State/Region.
Details TabThis tab is used to set additional account details. It also allows adding an Alias to the contact.
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, go to Add an Alias .
This tab shows which warehouses are assigned to the existing accounts.
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.
Clicking on the 
button will transfer the role to the
Selected Storage Locations list.
To remove a warehouse from the list, select
the warehouse from the Selected Storage
Locations and click the 
button. The warehouse will be removed from the account.
To add
all warehouses to the new account collectively, click the 
button.
All Storage Locations will be transferred to the
Selected Storage Locations list.
To remove all Storage
Locations from the list, click the 
button. All
Storage Locations will be removed from the
account.
The Settings tab consists of five sections: Measurement, Reports, Financial, Item Codes, 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)
Alerting/Notifications
The Alerting/Notigication section allows users to be informed about any actions, which are performed by WMSmart application.
*The Rule of one Account is spread on the rest of Accounts.
To add an Alerting/Notification, first
click the 
button
located.
The Add/Edit Alerting Rule window will open.
General
Rule No field cannot be edited. It is formed by WMSmart system.
Name field allows choosing the module for Alerting.
Ex.: Inventory Item.
In the Description field you may add a description concerning current Rule.
Actions
In this section you may select actions applicable to the Rule, taking into consideration the Module selected in the Name field.
Ex.: for Inventory Item module select Add action (You will be notified, when new Item is added).
Delivery by
This section allows choosing the notification type: Balloon, Email, Popup. The Select All button allows selecting all types at once.
Assigned to
This section allows assigning the Rule to: Contacts, Users, Free Emails.
Clicking Add All button allows assigning Rule to all types of contacts.
To add new contact email that is not a user or
contact of WMSmart, click 
.
The Add/Edit Free E-mail window will open.
Red markings indicate mandatory fields that must be filled in properly before the item can be saved.
Enter the Name and E-mail address of a new contact.
After all the informtion have been entered, press OK to confirm new Rule.
The new Rule will be added.
Saving a New Account
There are 2 ways to save the account:
1. Click the
Save and Close button
.
2.
Save and Login – Press the 
button to switch
to the new account after saving all new
details.