Set up each client as a sub-account with its own rates, carrier accounts, and billing terms. Allocate labor and carrier cost to the client, bill from those records, and onboard the next client by cloning an existing one.
Onboard the client, fulfill the client's orders, and bill the client on the client's terms.
Each client is a sub-account under your account hierarchy, separated by row-level security. The portfolio view shows orders, margin, and SLA status across every client, and each client sees only its own data.
Waves pick by client, the warehouse agent dispatches picks and putaways, and the yard raises a dwell alert before a trailer costs you a detention fee. Labor by client goes onto that client's invoice.
Warehouse and carrier cost allocate to the client, and each client bills on that client's own terms: prepaid, postpaid, or hybrid. Receivables age on the same screen, and dunning follows your schedule.
We'll show that client's sub-account, the audited invoices, and the margin on the client. Or get access and onboard a client yourself.
