Log into Ordermentum at app.ordermentum.com
Navigate to a customer page via the global search function or via the customer section on the left hand menu
Customer Details:
From this panel you can see important information about your customer. Some of these fields you can edit however some of this information is controlled by the retailer themselves and suppliers are unable to edit it.
Editable:
Trading name - This is the name they are referred to as by the supplier business. It is also the name that syncs into any accounting integration you have
Customer ID - For any internal reference or accounting ID
ABN - For tax invoices
Note: To edit fields you do not have access to please contact support@ordermentum.com
Invoice + Payment Details:
From this panel you can edit what payment and invoice setting.
Invoice date - Creation or delivery as the date to issue an invoice
Frequency - Will mirror either delivery or creation as chosen above
Payment Method - Credit Card, Direct Debit or Other (payment outside of OM)
Payment Terms - How many days your invoice is due from the start date
Note: Pay on place would be invoice on placement with invoice + 0 days
Trading Terms Overview:
In this panel you are able to add customers to the relevant groups for pricing, deliveries, visibility and freight you have set up. Please see “Trading Details” for more information.
Pricing - This is the pricing group that the customer is apart of. They are built off “pricing groups”
Schedules - These are the available delivery days options for your customer. They are built of “schedules”
Visibility - These are the products your customer is able to see. They are built off “Visibility Groups”
Freight - This is the freight group of your customer to be charged per order. This is built off “Freight Groups”
Minimum Order Value - This is the lowest dollar value your customer can order from. Please note any standing orders below this amount will automatically fail. Note: MOV is calculated at the cart total. If you products attract GST you may wish to take this into consideration.
Staff and Users:
This will allow you to see how has access to order on their retailer account. To add a new user put in their first name, last name and email address and press “submit” which will send them an invite.
Order History:
These are the previous orders of your customer. They are links that will take you to the order page.
Upcoming Orders:
Note: Only for suppliers with Standing Orders V2.
This panel allows you to see and edit upcoming standing orders for a customer.
Blue Boxes - editable standing orders. Edit either all going forward or just the one for that delivery date
Green Boxes - orders that have placed but the delivery date is still in the future (retailers are no longer able to edit these)
Grey Boxes - Orders that have placed and the delivery date is passed
“add orders” - Add a one off or reoccurring order using this button
Properties:
Add special tags to your customers to help categorise them for your business. EG - account manager or sales rep
Comments:
Add delivery instructions or internal notes on your customers. Please note that delivery instructions will flow through to orders, delivery manifests, pick slips, etc.
