1.1 Create Customer

The Create Customer feature in WIRX OMS allows users to add new customers to the system by entering their details through a guided, multi-step form. This process ensures that all relevant customer information is captured for operational, sales, and compliance purposes.

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How to Create a Customer.

1.1.1 Steps to Create a Customer

Step 1 – Customer Details

This section collects essential customer information:

• Sales Person (Required) – Assign a sales representative responsible for managing the customer.

• Company Name (Required) – Enter the legal name of the customer’s company.

• Mobile Number (Required) – Include the country code and phone number.

• Email ID (Required) – Provide a valid email address for correspondence.

• Owner’s Name (Required) – Record the name of the business owner.

• Type (Required) – Select the type/category of customer from the dropdown list.

Action: Click Continue to proceed to the next step.

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Step 2 – Billing Address

This step captures billing-related contact and location information:

• Contact Person (Required) – Name of the billing contact.

• Company (Required) – Customer company name (can be same as above).

• Mobile Number (Required) – Contact’s phone number with country code.

• Address Line 1 & 2 (Required) – Complete billing address.

• Address Line 3 (Optional) – Additional address details.

• Postal Code (Optional) – Postal or ZIP code.

• Country (Required) – Select country from dropdown.

Action: Click Continue to proceed.

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Step 3 – Shipping Address

This step records the customer’s shipping address:

• Use Billing Address – Checkbox to auto-fill fields with billing details.

• Contact Person (Required) – Name of the receiving contact.

• Company (Required) – Company name for shipment.

• Mobile Number (Required) – Contact number for deliveries.

• Address Line 1 & 2 (Required) – Complete shipping address.

• Address Line 3 (Optional) – Additional delivery instructions.

• Postal Code (Optional) – Postal or ZIP code.

• Country (Required) – Select from dropdown.

Action: Click Continue to proceed.

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Step 4 – Additional Information

This step gathers compliance and supporting documentation:

• VAT/GST Number – Customer tax registration number.

• Remarks – Any relevant notes about the customer.

• Tax Certificate – Upload or attach a file.

• Business Registration Certificate – Upload or attach a file.

• ID Proof (Passport or Driving License) – Upload or attach a file.

   

  Action: Click Continue to proceed.

After the customer is created, the record remains pending approval and is forwarded to Customer Compliance for review and final approval.