This article explains how to create, manage and update a 3PL Client.
Video Walkthrough
Creating a new client manually
To set up a new 3PL client account on your 3PL Database, please do the following:
Click Clients then Add New Client.
Next, fill in the Client's information.
The following fields appear on the General tab -
Short Name - This will show as the Client name when viewing Orders, Products etc in Mintsoft. It is also used for account codes to identify your customers on accounting platforms etc.
Name - Full name of the client.
Code - Enter a code name for the client (Optional).
Brand Name - This can be used as an alternative name for the client.
Contact Name - A name of a contact for the client.
Contact Number - A number for the named contact.
Address - Address data contact information is optional but recommended if the client ships internationally.
Additional Info - Any additional information to note.
Contact Email - An email for the named contact.
OnStop - This toggle is utilised when you need to temporarily suspend activity on the 3PL Client's account, such as in the case of an unpaid bill.
Accounting Integration Type - If used, select the accounting integration you use to invoice the 3PL Client, if you use Mintsoft to invoice clients, select None.
Customer Registration Number (CRN) - If used, enter your clients CRN.
The additional tabs are split across three articles -
Information on the Picking Cost, Storage Cost and Goods In tabs can be found in our Adding Costs help guide.
Information on the Defaults tab can be found in our Defaults help guide.
Information on the Customs Information tab can be found in our Shipping Internationally help guide.
Once you have finished creating your 3PL Client, click Add.
Once you have created a 3PL Client, you must add 3PL Client Users.
Creating new clients in bulk
To set up new client accounts in bulk to Mintsoft, please do the following:
Click Clients then Overview.
Next, click Upload Clients.
Then, click Download Template.
Populate the downloaded CSV with the information.
Remember to remove the example client (TestClient) before uploading.
Back on Mintsoft click Choose File.
Select the CSV.
Finally, click Upload.
Once you have created a 3PL Client, you must add 3PL Client Users.