How to Manage Customers: Create, Edit, Delete, and Import [Step-by-Step guide]

You can use Customers in techOMS to quickly assign their address and contact details to Sales Orders.

This article explains how to create, edit, delete, and import Customers. 

NOTE: Before proceeding, make sure you understand how Customers work. For details, refer to Understanding Customers and Customer References [Guide].

To learn how to use a Customer when creating a Sales Order, see How to Create a Sales Order [Step-by-step guide].

This article is divided into the following sections:

1. Access the Customers Page
2. Create a New Customer
   1. Automatically (API-based creation)
   2. Via Import
   3. Manually
      
3. Work with an Existing Customer
   1. Edit a Customer and its References
   2. Delete a Customer

NOTE: These procedures require specific user permissions. Refer to techOMS User permissions structure [Information] to verify your access rights.

I. ACCESS THE CUSTOMERS PAGE

NOTE: Make sure that you are operating at the right Vendor/Warehouse beforehand.

To access the Customers page, click Customers from the left menu under the Admin Settings section.

II. CREATE A NEW CUSTOMER

Customers can be created in three ways:

• Automatically, when creating orders through the API.

• Via Import, by uploading a CSV file.

• Manually, using the interface.

i. Automatically (API-based creation)

Customers are created automatically when you create Sales Orders via the API.

NOTE: For more information about the API, see Getting started using techOMS API [Information].

ii. Via Import

You can bulk-create Customers by importing them from a Comma Separated Value (CSV) file.

WARNING: Before proceeding, ensure that your data matches the required schema described in the template available in techOMS Canonical Import Files [Information].

During import:

• techOMS checks for duplicates records using the criteria described in Understanding Customers and Customer References [Guide].
• You can add up to 5 Customer References.
• If Use Ship To Address is set to Yes, the existing Bill-To information (if any) is ignored and replaced with the corresponding Ship-To fields.
• Countries must be in compliance with ISO 3166-2. E.g: US for United States, CA for Canada.
• States must be in two-letter format. E.g: NY for New York, ON for Ontario.
   
  NOTE: You can review a complete list of these codes in the User Interface (UI) using the procedure described in Subsection II.iii.
  

   

To import Customers:

1. Press Maintenance.

2. Click Import Customer List.

3. Click Files to browse and select the CSV file.

4. Press Import.

A popup message will confirm the result of the import. The imported Customers will now be available for use in Sales Orders.

iii. Manually

To manually create a new Customer:

1. Press Create.

2. Enter the following fields:

• Contact Name
• Company Name

3. Click the pencil icon in the Ship To field.

In the pop-up dialog, enter the Ship-To address and contact details.

4. Define the Bill-To address by either:

• Checking Use Ship To Address, or
• Clicking the pencil icon in the Bill To field to manually enter the address and contact details in the pop-up dialog.
    
  NOTE: This is a separate dialog, but it has the same structure as the one used for the Ship To address.
  

   

NOTE: The Phone and Email fields are auto-populated from the Ship To details.

5. Press Save.

Once the Customer is created, you can add References by editing it as described in Section III.i. 

III. WORK WITH AN EXISTING CUSTOMER

Before proceeding, use the search tools to locate the desired Customer:

WARNING: Changes to a Customer will not affect existing Sales Orders. Both edits and deletions apply only to future Sales Orders that use this Customer.

Then, follow the appropriate procedure below.

i. Edit a Customer and its References

1. Press Edit.

2. Update the Customer fields as needed.

NOTE: Refer to Subsection II.iii for field descriptions.

3. Press Add, Edit, or Delete to manage Customer References as needed.

When adding or editing a Reference, enter its Code and Value, then press Save.

4. Press Save.

The Customer is now updated. Changes will apply to new Sales Orders that use this Customer.

ii. Delete a Customer

WARNING: This action cannot be undone. Proceed with caution.

1. Press Delete.

2. Click OK.

The Customer has been deleted.