How to set up a techOMS Customer [Information]

Modified on Mon, 26 Jun 2023 at 01:42 PM

Setting up Customers in techOMS is a process comprised of several subprocesses.

For a Customer to be functional, depending if it's a first time setup, or an expansion of a currently set up environment, these processes could be involved:

  • Creating a Role
  • Creating a Vendor
  • Creating a Warehouse
  • Linking the Vendor to the Warehouse

For example, if you are doing a first time setup, the four subprocesses will be required, but if you're adding a new vendor to an existing warehouse, you might only require to create a role, the vendor, and link it to the warehouse in question.

Depending on the case, these are the guides related to each subprocess, in the order you would typically handle them:

1. How to Create a Role [Step-by-step guide]

2. How to Create a Vendor [Step-by-step guide]

3. How to Create a Warehouse [Step-by-step guide]

4. How to link a Vendor to a Warehouse [Step-by-step guide]

Feel free to skip any of these steps if it applies to the setup you are performing.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article