mcp-wms-wiki/wiki/concepts/account-owner.md

title, type, sources, related, last_compiled

title	type	sources	related	last_compiled
Account / Owner	concept	areas/inventory_management/masters/accounts.md areas/inventory_management/owners.md areas/inventory_management/mixing_owners.md areas/inventory_management/views/view_accounts.md areas/inventory_management/views/view_owners.md	concepts/stock.md concepts/order-outbound.md concepts/order-inbound.md modules/billing-3pl.md modules/3pl-portal.md modules/owner-extensions.md concepts/erp-interface.md	2026-04-10

Account / Owner

Overview

EasyWMS uses two related but distinct entities for commercial master data: Owner and Account.

• An Owner is the entity that owns the stock in the warehouse (a sales company, the organization itself, or - in 3PL contexts - an external client). Every stock record has an owner. Owners can mix stock with each other only when mixing is explicitly enabled.

• An Account is a delivery point / customer of the warehouse - the entity to which a shipping order's stock is destined. Accounts represent end-customers or delivery addresses; they are referenced on outbound orders to control carrier preferences, label formats, and FEFO rules.

The two are distinct: an owner holds inventory rights; an account receives shipments. A single owner can have many accounts (multiple delivery points). In 3PL deployments with Owner Extensions enabled, every receipt order, shipping order, and master data entity must be assigned to an owner.

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Owner Attributes

Property	Description
Code	Unique identifier (prefixes all owned master data when Owner Extensions active)
Description	Descriptive text
Allow mixing	Whether this owner's stock can be mixed with other owners' stock in the same location
User group	User group with permission to work with this owner (required for 3PL Portal)
Address / Contact	Owner address and contact data

Owner mixing rules

By default, new owners are created with mixing disabled. Mixing can be enabled per owner. Additionally, specific owner exclusions can be added (preventing mixing with specific other owners). Mixing checks apply to: items, item types, item families, logistic attributes, and owners simultaneously.

In automatic warehouses, mixing restrictions are hard-enforced - the system will not allow a container to be stored if mixing rules are violated. In manual warehouses, operators can override mixing warnings.

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Account Attributes

Property	Description
Name	Unique name
Type	Account type (configurable)
Owner	Mandatory when Owner Extensions module is active
Company	Company the account belongs to
Preferred carrier	Informational only
Client label report	Custom label format printed on dock unload for this account's client containers
Client delivery note report	Custom delivery note printed on dock unload
Use strict FEFO	Forces strict FEFO (first-expired-first-out) stock assignment for this account's orders; orders using this flag cannot be grouped/batched with other orders

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ERP Integration

Message	Direction	Description
OWN	ERP→WMS	Create/update owner master data
ACC	ERP→WMS	Create/update account master data

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Interface

Path	Equipment	Description
Masters > Third party > Owners	PC	View and manage owners
Masters > Third party > Accounts	PC	View and manage accounts

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Related

• stock - every stock record has an owner; owner mixing rules determine co-location eligibility
• order-outbound - shipping orders reference accounts (delivery destination) and can reference owner
• order-inbound - receipt orders reference owners when Owner Extensions is active
• owner-extensions - prerequisite module for mandatory owner assignment; enables per-owner data isolation
• billing-3pl - 3PL billing contracts are created per owner
• 3pl-portal - 3PL portal access is filtered per owner; user group assignment controls visibility
• erp-interface - OWN and ACC messages manage owner/account master data from ERP