Managing clients
This page explains registering, editing and deleting clients such as suppliers and customers. Registering clients lets you record the counterparty during inbound/outbound, which helps with later tallying and searching.
Viewing the client list
- On wide screens, open it from "Clients" in the left menu; on narrow screens, from "More" → "Clients."
- Registered clients are shown in a list.
- Use the search box to filter by client name, contact, or memo.
Adding a client
- Press "Add."
- Enter the following.
- Client name (required)
- Contact (phone, person in charge, etc.)
- Memo (optional)
- Save.
Name rule
A client name cannot be duplicated within the company. If the same name exists, you can't register/update it, so use a distinguishable name.
Editing/deleting a client
- Edit: change it from "Edit" on the detail screen.
- Delete: do it from "Delete" on the detail screen.
- Even after deletion, past task records (inbound/outbound with that client) remain.
How it's used in tasks
- You can select it in the "Client" field when registering an inbound/outbound.
- A client is not required (you can register with it blank).
- Adjustment and stocktaking have no client field.
Bulk import via CSV
You can register and update clients in bulk via CSV (for paid plans).
- Existing clients are matched by client name (update if the same name exists, new if not).
- Only the selected fields are updated; leaving a field blank deletes that value.
For details, see CSV, barcode & images.
Common messages
- A client with the same name already exists … That name is already used. Use a different name.
- Client not found … It was deleted, or doesn't exist. Check the list.
- A client is required in the CSV … No client name was specified during CSV import.