With the client management feature available on professional and enterprise pack types, you can easily add client information to use with static rate quotations. Find out how to use it in this article.

If you have a multinational account, please click here to go to the article to see how to manage your clients on a global level.

To access the client management feature, open the side menu, then go to the Rates tab, then click on Accounts and pricing.

From here, you’ll find 2 different tabs:

Client record

Client group records

To create a single client record, click on the Create new client record button.

You will then be presented with 3 tabs. Within the Client details tab, you can information about your client such as the company name, the language of the quotation, addresses, payment terms, and the inside and outside agents.

To add address information, click on Add address.

This will open a side panel to add detailed information about the client's address, as well as other things such as their opening hours and the label used to label the type of address you are adding, (e.g. it for invoicing, headquarters, or a warehouse.)

Once you’ve added an address, scroll down and click on the Add button. This will now add the new address to the list of addresses.

If your client has multiple addresses, click on Add address again to add another.

Important: to add contact information for a client, you must have an address added, as you’ll need to assign an address to this client.

If this client has special requirements, or there is important information that needs to be taken into account, add Additional comments underneath the addresses.

Click Save after entering your client information. If you try to navigate to the following Contacts tab without clicking Save, a warning message will appear that you will lose any unsaved changes.

After adding and saving your client details, you will be redirected to the Contacts tab. Here you can add individual Contacts for this client.

Click on Add contact to add the contact details.

A side menu will appear with fields such as Name, Branch, and Address.

If you have created multiple addresses, select the correct one from the dropdown. After you’ve entered the contact information, click Add.

The final tab is the Sales conditions tab.

You’ll first need to Add master conditions of the Sales conditions to specify specific conditions.

Master conditions are used to fall back on when no other specified conditions are available. Click on Add master condition. Add the standard conditions and click Save.

Click Save once you have entered your master conditions. Once added, you can start adding other Sales conditions.

Clicking on Add condition will open up a side menu where you can add more Sales conditions with more information, such as Branch, Supplier, and Product as well as your profit per weightbreak.

If you haven’t already added individual sales conditions, you can link your client to a client group.

Be aware if you select an existing client group, it will remove any conditions you have previously entered for this client. A warning message will appear beforehand.

For any changes made to your conditions, always click Save.

How to edit your clients

Under the Client details section, you can edit any of your created clients at any time. Do this by clicking on the pencil symbol to the right of the client underneath the Actions column.

Alternatively, delete a contact completely by clicking on the rubbish can symbol.

Go back to the Client records section and you will see filters you can add to search for a specific client. You can search by Company, Code, Contact name, and the Inside Sales agent.

To create a client group, click on the Client group records tab.

From here, you can see any client groups that have previously been created. To create a new one, click the Create new client group record button.

Enter the name of the client group first, then click Create.

Add the Sales conditions for the client group in the same way as shown for the individual clients. Once you have created the Sales conditions, make sure to click Save.

The new client group will now be added to your existing list.

Edit any of your created client groups at any time by clicking on the pencil and paper symbol to the right of the client group. Alternatively, delete it completely by clicking on the rubbish can symbol.