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Overview The Customers module in WIRX OMS allows users to create and manage customer information, view customer lists, and access compliance data. The interface provides quick access to customer records, compliance reports, and tools for adding new 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 ...

The Customer Compliance section ensures that all customers meet the necessary legal, regulatory, and internal business requirements before engaging in transactions. It provides an interface to review, approve, or reject customer documentation, assign sales rep...

Displays the complete list of customers in the system. Allows filtering, searching, and sorting customers. Useful for accessing full customer records. Features and Actions Search Bar – Allows quick keyword-based searching for customers by name, email...

The My Customers section displays a list of customers assigned specifically to the logged-in user. This feature helps sales representatives and account managers focus on their own portfolio of customers without browsing through the entire database. Displa...

Order creation is the first step in processing a customer purchase. This process captures essential customer information, verifies compliance, and ensures accurate billing and shipping. Steps in Order Creation Enter Customer Details Select Sales Rep...