Central: Adding client contacts
This comprehensive guide offers a detailed walkthrough for seamlessly adding new client contacts within Leanafy WMS. It's advisable to include contacts that are regularly utilizThis guide provides a step-by-step process fed, such as client suppliers. By tagging supplier contacts during the creation of ARNs, for instance, you enhance the contextual understanding of your ARNs, as well as for orders and similar processes. Follow these steps to streamline your contact management process effectively.
13 steps
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1
Navigate to [https://central.leanafywms.com/](https://central.leanafywms.com/)
2
Go to menu
3
Go to client list (or in case of D2C warehouse "My Business")
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Pick the client under which you would like to register a new contact
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Go to the settings tab and then click on the View option in the client contact management card
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Click "Add Contact"
7
Select a contact type either customer or vendor. This will help you distinguish between them.
8
Depending on your use case you select either customer or Vendor
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Enter the name of the customer
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In address lookup start typing the address of the customer and the full address should show up in the dropdown below. Select the correct one.
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Phone number is optional, but you can enter it if you desire.
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Click "Create New Contact"
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And done! A new contact will show up in your contact list which you can use for creating ARNs or orders.