Set up the Fivaldi client ready for FabricAI

This guide covers the addition of both a completely new Fivaldi client and a client already benefiting from AI prediction in Fivaldi to the FabricAI portal.

1. The client does not have FabricAI in use at all

1. Start by adding partner user rights in Fivaldi according to this guide
2. Ensure that the client's circulation groups are as per this guide in Fivaldi
3. Ensure that the client's tax rates (at least No VAT handling) are as per this guide in Fivaldi
4. If the client's invoices are to be allocated from FabricAI, ensure that the settings mentioned in this guide are in place in Fivaldi
5. Report the new client using this form. It is your responsibility to add the client to the correct FabricAI team. Note! Connecting a new client to the FabricAI portal may take 3-5 business days from the moment partner user rights are granted in Fivaldi.
   
   Additionally: if the client is VAT-free or partially VAT-liable, you can automate VAT handling in the FabricAI portal once it is connected. Guide here.

2. The client has FabricAI background automation in use

1. Ensure that the client's circulation groups are as per this guide in Fivaldi
2. Ensure that the client's tax rates (at least No vat handling) are as per this guide in Fivaldi
3. If the client's invoices are to be allocated from FabricAI, ensure that the settings mentioned in this guide are in place in Fivaldi
4. Elevate the client to the FabricAI portal by switching to the Standard process according to this guide.
   
   Additionally: if the client is VAT-free or partially VAT-liable, you can automate VAT handling in the FabricAI portal once it is connected. Guide here.

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