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

This article is divided into the following sections:

1. Create a New Customer
2. Work with an Existing Customer
   1. Edit a Customer
   2. Delete a Customer

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

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

I. CREATE A NEW CUSTOMER

To create a new Customer:

1. Click Customers from the left menu under the Admin Settings section.

2. Press Create.

3. Enter the following fields:

• Name: Customer name.
• Company: Company name.

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

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

5. 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.

6. Press Save.

Your Customer is now created and ready to be used in a Sales Order.

II. WORK WITH AN EXISTING CUSTOMER

To work with an existing Customer:

1. Click Customers from the left menu under the Admin Settings section.

2. Use the search components 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 depending on your case.

i. Edit a Customer

3. Press Edit.

4. Update the Customer fields as needed.

NOTE: Refer to the previous section for field descriptions.

5. Press Save.

The Customer is now updated. The changes will apply to future use of this Customer in new Sales Orders.

ii. Delete a Customer

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

3. Press Delete.

4. Click OK.

The Customer has been deleted.