You can create 3PL client accounts manually or in bulk using a CSV upload. This article walks you through both methods, including the information you'll need to provide on the General tab and where to find guidance for additional configuration tabs.
Note: The tabs visible when creating a client may vary depending on which modules and features are enabled for your Mintsoft account. All accounts will have the General tab, but additional tabs like SSCC Config are conditional.
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 and other records in Mintsoft. It's also used for account codes to identify your customers on accounting platforms.
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 Line 1 - First line of the client's address (optional but recommended if the client ships internationally).
Address Line 2 - Second line of the client's address (optional).
Address Line 3 - Third line of the client's address (optional).
Town - Town or city (optional).
County - County or state (optional).
Postcode - Postal or ZIP code (optional).
Country - Select the country where the client is based. This is used for international shipping, customs declarations and tax calculations.
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 client's 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.
Important: Once you have created a 3PL Client, you must add 3PL Client Users.
Create new clients in bulk
To set up new client accounts in bulk to Mintsoft, follow the steps below.
Click Clients, then click Overview.
Click Upload Clients.
Click Download Template.
Populate the downloaded CSV with the information. The template includes columns for all the fields available on the General tab, including Short Name, Name, Code, Brand Name, Contact details and Address fields.
Remember to remove the example client (TestClient) before uploading.
Required fields in the CSV are: Short Name and Name.
All other fields are optional but recommended for complete client setup.
Back on Mintsoft, click Choose File.
Select the CSV.
Click Upload.
Important: Once you have created a 3PL Client, you must add 3PL Client Users.