Skip to main content

How can we help?

Search

Client Onboarding and Portal Usage

Edited:

This guide walks Admins and Managers through onboarding new Client Partners in Consignly and enabling their use of the Client Partner Portal. 

 

Create the Client Partner Profile 

To begin, create a client profile in Consignly: 

  1. Navigate to the Client Partners section
  2. Open Manage
  3. Click Add Partner and select Client Partner
  4. Fill in the required fields:
  • Name
  • Code
  • Email (Optional)
  • Tax rate
  • Industry 

 

Add Client Addresses 

Set up any physical addresses associated with the client, such as delivery or pickup locations: 

  1. Open the Client Partner record.
  2. Click the Addresses tab.
  3. Add and label each address clearly (e.g. "Main Warehouse", "Returns Dock"). 
  Consignee addresses are used for people or places you deliver to (for Outwards Consignments). Origin addresses are used for shipments coming into the warehouse (for Inwards Consignments).

 

Define the Products (Master data) 

Configure the product master data your client will store and transact with: 

Manual entry: Add products via the Products tab. 

Bulk import: Use the Import Products option to upload a CSV file, and include: 

  • Product code and description
  • Units of measure
  • Product attributes (e.g. batch, expiry)
  • Critical stock thresholds (if applicable) 
  After importing products, you can add unit conversions (e.g. Items per Carton, Cartons per Pallet) separately using the Import Unit Conversions feature.

 

Configure Rate Cards 

Set up how the client will be billed: 

  1. Open the Rate Cards tab.
  2. Click Add Rate Card for the client.
  3. Add:
  • Activity charges (e.g. inwards, outwards handling)
  • Storage charges
  • Freight charges (if needed) 

Test the rate card by creating a test consignment to ensure charges apply correctly. 

 

Invite the Client into the Portal 

Enable client access to the Consignly Partner Portal: 

  1. Go to Settings > Users.
  2. Click Add User.
  3. Enter their email address.
  4. Assign an appropriate partner-restricted role based on what access the client requires.
  5. Link the user to their Client Partner record.
  6. Send the invitation email. 

Consignly provides multiple partner-specific roles with different permission levels - such as view-only, order submission, or reporting access. Choose the role that fits your client's needs. 

You can also create your own roles and define the permissions however you like. 

  Ask someone in your organisation to temporarily assign you the same partner-restricted role so you can log in and verify the client's experience, confirming the permissions are correctly applied before go-live.

 

What the Client Will Receive 

After you send the invite, the client will receive an email from: 

Sender: no-reply@consignlyhq.com

Subject Line: Invitation 

Email content:

Hi {Name}, 

You have been invited to join the {Organisation Name} organisation in Consignly. 

To review the invitation, just click the button below.

 [REVIEW INVITE] 

This link will expire in 24 hours. 

If you have any questions, feel free to contact our customer success team anytime. 

 

Next Steps for the Client:

  1. The client should click Review Invite within 24 hours.
  2. They'll be prompted to create a secure password.
  3. After logging in, they'll land in the Partner Portal with the permissions associated to the role you assigned them. 
  If the client doesn't receive the invite, ask them to check their spam or junk folder, or reissue the invite from the Users tab.

 

What Clients Can Do in the Portal 

Clients can: 

  • View inventory by product, location, or status
  • Track consignment progress
  • Submit new orders (if allowed)
  • Download documentation (e.g. picklists, PODs)
  • Run reports (e.g. Stock on Hand)
  • View charges associated with their consignments

Portal permissions can be customized through the role assigned to each client user.

 

Supporting Clients After Onboarding 

  • Refer clients to the Help Centre for self-service guidance.
  • Use the History tab on consignments to investigate actions taken (e.g. received, picked, completed).
  • Use the Product Transaction Detail Report to review stock movements or investigate discrepancies.
  • Reset client access or adjust permissions as needed.
  • Run or provide reports on their behalf when necessary.

 

Common Terms to Explain to Your Clients 

When onboarding clients, it helps to clarify how familiar operational terms map to Consignly's terminology. 

Common Client Term

Common Consignly Term
Sales Orders Outwards Consignments 
Orders Outwards Consignments 
Deliveries / Shipments Outwards Consignments 
Purchase Orders Inwards Consignments
Receipts / Inwards Stock Inwards Consignments 
ASN (Advanced Shipping Notice) Inwards Consignment
Stock Movements Report Product Transaction Detail Report
Stock On Hand Stock Balance or Stock On Hand Report
Items / Products Partner Products (Master Data)
Warehouse Locations Storage Locations
Invoice  Schedule 
  Walk your client through how their terminology translates into Consignly, especially when explaining reports or how to enter data into the Partner Portal.

 

Best Practices 

  • Hold a Pre-Go-Live Readiness Review with the client.
  • Share relevant help articles to aid adoption.
  • Periodically review client settings, rate cards, and portal permissions.
  • Ensure they have access to the correct warehouse(s) for viewing inventory or submitting orders. 

 

Need help with any of these steps? If you haven't already enquire about our online courses which cover core functionality within Consignly (Incl. Rate Cards).