Clients

Clients in Orderwerks is a different thing than your Accounts (Vendor, Customer, Retailer, Distributor, Reseller, etc.). It is meant to be a record that relates to the End Client that may receive an Order.

For example: Your Customer creates an Order, but it ships directly to their Client (or End Client).

They want to have this as a record that can be found again, but it’s not as deeply setup with the integrations.

Clients also don’t have multiple address management (yet), and isn’t meant to integrate as directly with the different integrations.

Clients is also what’s utilized when you are pulling in Orders from different eCommerce Platforms – such as WooCommerce or Shopify. That way you’re not populating your Accounts section with these records.