1.1 Create Customer

~~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.

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.