How to create/invite and manage customers?

1. How to invite OMS customers

First method is by Invitation: Directly enter the customer’s email address and click to send the notification email. Once the customer receives the email, they need to click to activate the account. They will then enter the information setting page, complete the information to create an OMS account. Or , we can also directly share the registration link with customers, and customers can click on the link to fill in the account information to complete the registration.

The second method is to directly click Create, fill in the customer information and save it. In this way, the client can receive the email from address, which contains the account password. It is recommended that customers change the password after formal use.

2. Client management

Basic customer information management: Client Center supports closing OMS customer accounts, grouping customers (For the convenience of setting different billing rules for different groups of customers), setting the credit limits and the number of inbound order pallets in the warehouse for the users, and in the customer details page to allow advanced settings to change the customer’s individual “warehousing cost configuration, work order cost configuration, value-added service cost configuration and logistics cost Configuration “

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