Welcome to the Getting Started Guide for Managing Customers on Ordermentum!
This guide is designed to help you quickly understand how to manage your customer relationships, including adding new customers, managing their details, and setting up self-ordering.
For a more detailed overview, be sure to explore our Customer Management section.
Table of Contents
Accessing Customers
Your customers can be found and managed under the Customers tab on the main navigation bar. This is where you can view all existing customers, search for specific venues, and make updates as needed.
Adding a New Customer
Navigate to Customers > Click on the Add Customer button.
Fill in the Venue Details, including the Trading Name. Ordermentum will search our database and pre-fill some information if a match is found.
If you're not ready for the venue to start placing orders immediately, you can deselect the option "Make this venue active on creation." You can activate them later when convenient.
Complete the Delivery and Billing Address fields. You can override pre-filled details or enter new ones as needed.
Set the Invoice and Payment Settings and Trading Terms. These are based on your global settings and can be updated later if required.
For a detailed overview of the different Invoice frequency settings, check out this article here [ Add Article link here]
Add the Venue Owner or primary contact.
If you wish to enable self-ordering, a Primary Venue contact is required.
You can choose to send the user a welcome email immediately or delay this step by deselecting “Send this user a welcome email on creation.”
Managing Customer Details
Once a customer is added, you can easily manage and update their details from their customer page.
Selecting Edit near the Trading Name will allow you to adjust
Trading Name
ABN
Phone Number
Delivery Instructions
If you would like to update the Delivery Address, this is done by selecting Edit Address next to the address.
Update Payment Information
To Modifying payment information you can select the Payment & Trading Terms tab.
Here you will have the option to define their available payment methods, add card details and set their payment and invoice terms.
Stop Credit
If you have a customer that you would like to restrict from purchasing, you can use the stop credit option for this. When this option is selected the venue will not be able to place orders.
Note: You will still be able to place orders on their behalf by selecting the 'New Order' option on the customer page.
Getting Customers Self-Ordering
To enable self-ordering for your customers:
Ensure that you have added users to the customer’s venue with their email addresses.
Each user will be send a welcome email to setup their Ordermentum account.