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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...

Order Creation – POS Order creation in the POS module allows users to quickly generate customer orders. Steps to Create an Order Click on “Create Order” under POS orders Initiates the new order creation process. Enter Required Information ...

Steps in Inventory Confirmation Select the Order Choose the order that requires inventory confirmation. Click on Review Open the order details for verification. Check Product Availability Verify whether the product is avai...

Quote Price Confirmation is the step where the proposed order price is verified and confirmed before the order is finalized. This ensures pricing accuracy, compliance with discounts, and customer approval. Key Steps in Quote Price Confirmation Select the...

Payment Update Processing Pending Payments Navigate to Finance Section Click on Pending Payments and review the list of outstanding payments. Submit Receipt Upload or enter receipt details as required. Select Payment Type ...

Shipping is the final step in the order fulfillment process, executed only after all payments have been confirmed. Steps in Shipping Open Shipping Confirmation Go to the Shipping section. Click on Shipping Confirmation. Review Order De...

What are Booking Orders? Booking Orders are created when the required quantity in a sales order exceeds the currently available stock. Instead of rejecting the order, the system transfers it to the Booking Orders list to be processed later once stock becomes ...

How to create and IC Normal Order?IC Order creation is the process of recording a purchase between two warehouses within the same group of companies. This ensures accurate tracking, compliance, and smooth transfer of goods between the entity. Steps in IC Or...

Steps in Shipping an IC Order 1. Open Shipping Confirmation Navigate to the Shipping Confirmation section. Select the IC Order that is ready for shipping. 2. Review the Order Click on Review to open the shipping details screen. Veri...

How to create an STR Normal Order?STR Order creation is the process of transferring stock between warehouses within the same company. This allows for efficient inventory management, ensures stock availability where required, and supports smooth operations acro...

STR POS (Stock Transfer Request – Point of Sale) Order is designed for quick stock transfers at POS level. It combines the simplicity of POS order creation with STR stock allocation. Steps in STR POS Order Creation 1. Enter Warehouse Select So...

RMA (Return Merchandise Authorization) creation is the process of recording and authorizing the return of products from customers. It ensures proper tracking, compliance, and accountability for returned goods, whether due to defects, incorrect shipments, or ot...

The RMA Customer Scan process ensures that returned products are validated by capturing IMEI details and recording the reason for return directly from the customer. This step guarantees product traceability, prevents errors, and supports smooth processing of t...

After the Inbound and QC Scanning, the RMA moves to the Admin Confirmation stage. This step ensures that the return request is properly validated and finalized before further action. Steps for Admin Confirmation Access Pending RMA Navigate to RMA Ad...