Customer Management

A 'Customer' can be an individual or business who purchases products or services from a business. Customer can be also a user on your site. The Customers section will list all your past and current customers. Customers contains all the essential information about your customer, such as basic contact details, billing information, payment information and so on. Most of the information are optional and you may choose to store the necessary information at your discretion and as per your needs. A Customer can be created without having to create an Order first, for collecting ad hoc invoices and charges. Each Customer can have one or more Orders associated with it. By default, when a new user registers on your site, hosted by Omnibasis, a Customer record is created for that user.

Create a New Customer
The Customers section will list all your past and current customers. Customers contains all the essential information about your customer, such as basic con...
Tue, 6 Aug, 2019 at 12:51 PM
Manage Customers
Navigate to  'omniPayments \ Customers' to access your customer details. Enter Customer name, email, company name, phone number, etc. to searc...
Tue, 5 Mar, 2019 at 11:50 AM
Customer Orders
Customer can have one or more orders. Orders are created during the order checkout or by administrator. To manage customer orders navigate to a specific...
Sat, 13 Jul, 2019 at 4:13 PM
Customer Ledger Transactions
Customer can have one or more transactions. Transactions are created during the order checkout, or when money moved around customer accounts. To manage ...
Sat, 13 Jul, 2019 at 4:16 PM
Customer Addresses
Customer can have one or more address. Addresses are created during the order checkout or by administrator. To manage customer addresses navigate to a s...
Sat, 13 Jul, 2019 at 4:11 PM
Cleaning Your Customer List from Duplicates
Omnibasis offers you simple tools to clean up your customer list. You ran a duplicate report and it will find duplicate with the same email, phone number an...
Fri, 24 Apr, 2020 at 1:37 PM