# 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. --- ### **How to Create a Customer.** ### **1.1.1 Steps to Create a Customer** [![Screenshot 2025-08-14 at 17.52.03.png](https://dev-kb.wirx.io/uploads/images/gallery/2025-08/scaled-1680-/screenshot-2025-08-14-at-17-52-03.png)](https://dev-kb.wirx.io/uploads/images/gallery/2025-08/screenshot-2025-08-14-at-17-52-03.png) #### **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. [![Screenshot 2025-08-14 at 18.02.06.png](https://dev-kb.wirx.io/uploads/images/gallery/2025-08/scaled-1680-/screenshot-2025-08-14-at-18-02-06.png)](https://dev-kb.wirx.io/uploads/images/gallery/2025-08/screenshot-2025-08-14-at-18-02-06.png) --- #### **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. [![Screenshot 2025-08-14 at 18.03.44.png](https://dev-kb.wirx.io/uploads/images/gallery/2025-08/scaled-1680-/screenshot-2025-08-14-at-18-03-44.png)](https://dev-kb.wirx.io/uploads/images/gallery/2025-08/screenshot-2025-08-14-at-18-03-44.png) --- #### **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. [![Screenshot 2025-08-14 at 18.04.27.png](https://dev-kb.wirx.io/uploads/images/gallery/2025-08/scaled-1680-/screenshot-2025-08-14-at-18-04-27.png)](https://dev-kb.wirx.io/uploads/images/gallery/2025-08/screenshot-2025-08-14-at-18-04-27.png) --- #### **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. [![Screenshot 2025-08-14 at 18.05.24.png](https://dev-kb.wirx.io/uploads/images/gallery/2025-08/scaled-1680-/screenshot-2025-08-14-at-18-05-24.png)](https://dev-kb.wirx.io/uploads/images/gallery/2025-08/screenshot-2025-08-14-at-18-05-24.png) **After the customer is created, the record remains pending approval and is forwarded to Customer Compliance for review and final approval.**