Editing Customer Details on the Customer Page | Ordermentum Help Center

Overview

The Customer page in Ordermentum gives you a central place to view and manage everything related to a specific customer, their contact details, invoice and payment settings, trading terms, user access, and properties. This guide walks through each panel and what you can edit in it.

Before you begin

Make sure you have the right access to change or update anything on this account, and review any changes with your team before making them. You can check your access level in the Understanding and Setting Up User Permissions in Ordermentum article.

Accessing a customer page

Navigate to a customer page using either:

The global search function, or
The Customers section on the left-hand menu.

Customer Details:

This panel shows important information about your customer. Some fields are editable by you as the supplier, while others are controlled by the retailer and can't be changed from your side.

Editable fields:

Trading name - The name your business refers to this customer as. This is also the name that syncs into any connected accounting integration.
Customer ID - For internal reference or accounting purposes.
ABN - Used for tax invoices.
Billing email - Email address that will receive invoices.
Business type
Phone

Note: To edit fields you don't have access to, contact support@ordermentum.com.

Internal details are for your team to see and manage as well. The customer won't have any view of this information from their end:

Delivery instructions that were provided to you by the customer can be added here
Salesperson who handles the account of the venue
Notes any additional notes or special instructions for the internal team
Customer ID a unique number that only your team can see

Beside the customer details panel are the delivery details.

Delivery address can be edited, which will also reflect on the customer's venue account.
Customer instructions and point of contact can only be updated on the customer's own account.

Payment and trading terms

This panel lets you edit the customer's payment and invoice settings.

Invoice Date - Choose Creation or Delivery as the date used to issue the invoice.
Frequency - Mirrors either delivery or creation, based on your Invoice Date selection above.
Payment Method - Credit Card, Direct Debit, or Other (payment handled outside Ordermentum).
Payment Terms - How many days after the start date the invoice becomes due.

To learn more about payment and trading terms, visit Setting Up Trading Terms for Your Customers to better manage your customers' payments.

Trading Terms Overview:

This panel lets you add the customer to the relevant groups for pricing, deliveries, visibility, and freight you've already set up. See Trading Details for more information on setting these groups up.

Pricing - The pricing group this customer belongs to, built from your configured Pricing Groups.
Schedules - The available delivery day options for this customer, built from your configured Schedules.
Visibility - The products this customer can see, built from your configured Visibility Groups.
Minimum Order Value (MOV) - The lowest dollar value this customer can order. Any standing order below this amount will automatically fail.
Freight - The freight group charged per order, built from your configured Freight Groups.
Stock locations - This can be set up within your integration settings if you're counting product stocks.

Properties

Add tags to your customers to help categorise them for your business, for example, by account manager or sales representative.

Visit Creating and Managing Properties in Ordermentum to learn more about this feature.

Users

This panel shows who has access to place orders on the customer's venue account.

To add a new user, click "Invite user" in the top-right corner of the panel, then enter their first name, last name, and email address, then select Submit. This sends them an invite to the email address.

Further actions can be done with existing users on the account such as:

View notifications - See which notifications are currently enabled for the user.
Reset password - If the user can't access their account because they've forgotten their password, you can send a password reset link to their email address on their behalf.
Remove user - If the user no longer needs access to the account (for example, they've left the business), you can remove them from your end.

Important: Before removing a user, we strongly recommend coordinating with the customer first. Removing a user removes their access to their entire Ordermentum account, not just your supplier store.

FAQs

What customer fields can I edit as a supplier?

You can edit Trading name, Customer ID, ABN, Billing email, Business type, and Phone. Fields outside this list are controlled by the retailer and can't be changed from your side. Contact support@ordermentum.com if you need help with a field you don't have access to.

What's the difference between the Customer Details panel and Internal details?

Customer Details contains information the retailer can also see and, in some cases, control. Internal details (delivery instructions, salesperson, notes, and internal Customer ID) are visible only to your team, the customer has no view of this information.

Can I edit a customer's delivery address?

Yes. The delivery address can be edited from your side, and this update will also reflect on the customer's own venue account.

Can I update a customer's point of contact or delivery instructions from my end?

No. Customer instructions and point of contact can only be updated by the customer from their own account, these aren't editable by suppliers.

Where do I manage a customer's invoicing settings?

Invoice Date, Frequency, Payment Method, and Payment Terms are all managed in the Payment and trading terms panel. See Setting Up Trading Terms for Your Customers for more detail.

How do I invite a new user to a customer's account?

In the Users panel, select Invite user in the top-right corner, then enter their first name, last name, and email address, and select Submit. This sends them an invite to the email address.

Can I help a user reset their password?

Yes. If a user has forgotten their password, you can send a password reset link directly to their email address from the Users panel.

What happens if I remove a user from a customer's account?

Removing a user removes their access to their entire Ordermentum account, not just your supplier store. We strongly recommend coordinating with the customer before removing anyone.

Can customers see the Properties tags I add to their account?

No. Properties are internal tags used by your business to categorise customers, for example by account manager or sales representative, and aren't visible to the customer.

How do I create properties?

See Creating and Managing Properties in Ordermentum for a full walkthrough of this feature.

Need More Help?

If you're having issues editing customer details or trading terms:

Use the Help chat in the bottom-right corner of Ordermentum
Or email support@ordermentum.com