Clients & Locations

Clients

Clients represent the end-customers on whose behalf you are handling goods. A client can be linked to multiple projects and invoices.

Managing clients

Navigate to Settings → Clients to view, add, and edit clients. Only the name is required when creating a client. Once a client exists, it can be selected when:

• Creating or editing a project.
• Creating an invoice.
• Creating a quote.
• Creating a container.

Client filtering

Many views throughout the platform — inventory, packing lists, invoices, and reports — can be filtered by client, giving you a single-client view of activity.

Locations

Locations represent physical sites where inventory can be stored or collected — warehouses, depots, ports, etc.

Location fields

Managing locations

Navigate to Settings → Locations to create and edit locations. A location can be set as the default location for a project, meaning all inventory within that project is associated with it unless overridden at the item level.

Location filtering

Inventory lists and reports can be filtered by location. Access scopes can also restrict users to specific locations — see Permissions.