Adding & Updating Customers
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6 articles
- Adding a New Customer for the First TimeLearn how to add a new customer in Ordermentum, set up their delivery, invoice and payment details, and invite users so they can order for themselves.
- Archiving and Restoring Customers
- Tabs and Filters for CustomersLearn to create custom customer tabs with filters and columns in Ordermentum to organise and view your customer list exactly how you need.
- Editing Customer Details on the Customer PageLearn how to view and edit customer details, trading terms, and users from the Customer page in Ordermentum.
- Overview of the updated customer page
- How to: organise customers and orders by runs