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.
The Customers section will list all your past and current customers. Customers contains all the essential information about your customer, such as basic con...
Wed, 10 Nov, 2021 at 1:18 PM
Navigate to omniCustomers \ Customers to access your customer details. Select Create to create a new customer from options drop down. Enter Customer ...
Wed, 10 Nov, 2021 at 1:21 PM
Customer can have one or more orders. Orders are created during the order checkout or by the administrator. To manage customer orders navigate to a spec...
Wed, 10 Nov, 2021 at 1:23 PM
Customer can have one or more transactions. Transactions are created during the order checkout, or when money moved around customer accounts. To manage ...
Wed, 10 Nov, 2021 at 1:25 PM
Customer can have one or more address. Addresses are created during the order checkout or by the administrator. To manage customer addresses navigate to...
Wed, 10 Nov, 2021 at 1:26 PM
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...
Wed, 10 Nov, 2021 at 1:27 PM
You can configure customer tax status and exemption certificates. When customer has a tax code. configured, it will be used to help to determine the tax. ...
Thu, 4 Mar, 2021 at 10:43 AM
omniCustomers CRM solution provides a flexible way for you to manage your customer data. If there is a customer data that you capture and we do not have a ...
Mon, 7 Jun, 2021 at 9:57 AM
Use Customer timeline to view a sequence of events associated with a customer. Timeline will automatically will capture important events associated with...
Thu, 16 Mar, 2023 at 1:51 PM
