Arthur Ria
94 lines
4.2 KiB
Markdown
94 lines
4.2 KiB
Markdown
---
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title: "Account / Owner"
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type: concept
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sources:
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- areas/inventory_management/masters/accounts.md
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- areas/inventory_management/owners.md
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- areas/inventory_management/mixing_owners.md
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- areas/inventory_management/views/view_accounts.md
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- areas/inventory_management/views/view_owners.md
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related:
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- concepts/stock.md
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- concepts/order-outbound.md
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- concepts/order-inbound.md
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- modules/billing-3pl.md
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- modules/3pl-portal.md
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- modules/owner-extensions.md
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- concepts/erp-interface.md
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last_compiled: "2026-04-10"
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---
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# Account / Owner
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## Overview
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EasyWMS uses two related but distinct entities for commercial master data: **Owner** and **Account**.
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- 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.
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- 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.
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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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---
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## Owner Attributes
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| Property | Description |
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|----------|-------------|
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| Code | Unique identifier (prefixes all owned master data when Owner Extensions active) |
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| Description | Descriptive text |
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| Allow mixing | Whether this owner's stock can be mixed with other owners' stock in the same location |
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| User group | User group with permission to work with this owner (required for 3PL Portal) |
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| Address / Contact | Owner address and contact data |
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### Owner mixing rules
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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.
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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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---
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## Account Attributes
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| Property | Description |
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|----------|-------------|
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| Name | Unique name |
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| Type | Account type (configurable) |
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| Owner | Mandatory when Owner Extensions module is active |
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| Company | Company the account belongs to |
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| Preferred carrier | Informational only |
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| Client label report | Custom label format printed on dock unload for this account's client containers |
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| Client delivery note report | Custom delivery note printed on dock unload |
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| 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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---
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## ERP Integration
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| Message | Direction | Description |
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|---------|-----------|-------------|
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| OWN | ERP→WMS | Create/update owner master data |
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| ACC | ERP→WMS | Create/update account master data |
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---
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## Interface
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| Path | Equipment | Description |
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|------|-----------|-------------|
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| `Masters > Third party > Owners` | PC | View and manage owners |
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| `Masters > Third party > Accounts` | PC | View and manage accounts |
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---
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## Related
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- [[stock]] — every stock record has an owner; owner mixing rules determine co-location eligibility
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- [[order-outbound]] — shipping orders reference accounts (delivery destination) and can reference owner
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- [[order-inbound]] — receipt orders reference owners when Owner Extensions is active
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- [[owner-extensions]] — prerequisite module for mandatory owner assignment; enables per-owner data isolation
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- [[billing-3pl]] — 3PL billing contracts are created per owner
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- [[3pl-portal]] — 3PL portal access is filtered per owner; user group assignment controls visibility
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- [[erp-interface]] — OWN and ACC messages manage owner/account master data from ERP
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