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 

 

 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. 

 

 

 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. 

 

 

 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. 

 

 

 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.