Customer Management
Update your customer settings and manage customer data with ease
11 articles
- Beta: AI-Powered Customer InsightsOrdermentum is dedicated to helping suppliers and venues trade more intelligently. Leveraging AI technology to provide actionable insights
- Understanding Ordermentum Pro (for Suppliers)
- How can I resolve errors when accepting invitations on Ordermentum?Encountering an error when accepting an Ordermentum invitation? This guide covers the most common causes and step-by-step fixes for invitation acceptance errors on the app and web.
Adding & Updating Customers
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- 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
- Tracking my customers by Account Manager and RegionThis guide explains how to set up custom properties to track your customers' orders by Account Manager and Region on your supplier platform.
- Stay on top of changes to customer delivery detailsOrdermentum has built a series of enhancements to make sure you always have the latest delivery details for your existing and new customers.