Customers

• OMS maintains a record of each customer who places an order, regardless of the manner in which the order enters the system.
• As orders or customer records are imported, the program checks to see if there is an existing customer record for that individual. If there is no match found, the program creates a new customer record. If a match is found, the order is associated with the existing customer record.
• In addition to name and address information, the Customers screen also includes other information such as RFM data, discounts for which the customer is eligible, tax-exempt status, etc.
• To view Customer records go to:

Main Menu>What would you like to do?>Manage My Customers

Main Menu>Accordion>Manage My Customers>View & Manage My Customers

Description of the Customers Screen

Add Button

• Manually create a new customer record

Edit Button

• Change an existing customer record

Delete Button

• Remove the customer record from the program

Close Button

• Exit the Customers screen

Customer Accordion

Menu Tab

• Return to the original Accordion layout after using the List or Search tabs

List  Tab

• Display customer records in a list

Search Tab

• Enter criteria in one or more fields and search for matching customer records

Under Menu Tab

Customer Tab

Email Customer

• Opens the Send Email screen

Validate Address

• Contact the USPS servers to validate the customer address (courtesy of Endicia)

Orders & Transactions Tab

Apply Payment

• Logs a payment made by check, purchase order, etc.

Create a New Order

• Opens Manual Orders

Print Statement

• Select a date range and customer for whom statements are printed

RFM Data & Order History

• Displays the details of the customer’s order history and payment transactions

Notes Tab

• Displays any notes associated with the current customer

Web Data Tab

• Contains the information that the customer uses to login to their online store. This only applies to certain shopping cart systems, such as Yahoo! Store, and Yahoo! Merchants Solutions.
  • Web ID Field
  • User Name Field
  • Password Field

Quotes Tab

• Add, edit, view, or delete a quote related to the current customer

Custom Fields Tab

• Displays any standard custom fields defined by the user

View Orders Button

• Opens the Process Orders screen

New Order Button

• Prompts the user to confirm the customer’s credit card and shipping information before opening the Manual Orders screen where a new order can be placed

Reports Button

• Opens the Customer Statement Filter screen where the user selects a date range and the customers for whom statements will be printed

Customer RFM Data

Original Order Field

• Displays the date of the order first placed by the customer

Recency Field

• Displays the most recent order placed by the customer

Frequency Field

• Displays the total number of orders the customer has placed

Monetary Value Field

• Displays the total sales dollars attributed to this customer

Do not ship to this customer Check box

• This causes the program to issue a warning to the user when an order for this customer is being packed, thereby allowing them the opportunity to stop the shipment.
• If system parameters PackingAllowIfDoNotShip or QuickShipAllowIfDoNotShip are set to TRUE, the user will still have the ability to ship the package. If CancelOrdersFromDoNotShipTos is set to TRUE, all orders from that customer will be canceled by the program.
• Do not confuse this parameter setting with the DoNotShipTo list of the List Maintenance feature that pertains to Approval Rules, which provides another method for weeding out orders from undesirable sources.

Do not mail to this customer Check box

• Exclude this customer from any bulk emailing sent by the user (merchant)

Name, ID, and Address Fields

Discount % Field

• Enter the discount percentage given to the customer

Cost Plus % Field

• Enter the dollar value to add to the unit cost of the item to determine the selling price for this customer

Source of Initial Order

• Displays the shopping cart from which the customer’s first order originated
• This field will be blank if the first order was placed at the Manual Orders screen

Tax-Exempt Field

• Check this box if the customer should be exempt from sales tax

Tax ID Field

• If designated as tax-exempt, enter the customer’s tax exemption id number in this field (informational only)