Creating a Client
This guide is only applicable to those users who have admin-level privileges OR read & write access to the User Management screen.
Login to the Hopstack platform using the URL provided to you with your credentials.
Navigate to the Client Management module within the Setup section in the left navigation menu.
Click on the "Add Client" button to create a new client.
In the pop-up window, enter the name of the client in the "Name" field.
The Client Code is auto-generated, but you can edit it as per your organizational standards.
While you can edit the code, you can only enter 0-9 digits and A-Z letters.
Select the desired warehouse(s) from the "Select Warehouses" dropdown menu.
Select the billing currency from the "Billing Currency" drop down menu.
Click on the "Submit" button after reviewing the details.
The client has been created successfully.