Customer Management


A 'Customer' can be an individual or business who purchases products or services from a business. Customer can be also a user on your site. The Customers section will list all your past and current customers. Customers contains all the essential information about your customer, such as basic contact details, billing information, payment information and so on. Most of the information are optional a

Create a New Customer

The Customers section allows you to manage all past and current customers, including their contact a...

Manage Customers

Access customer details under omniCustomers > Customers. Create a new customer using the dropdown, a...

Customer Orders

Customers can have multiple orders, created during checkout or by admins. To manage orders, go to th...

Customer Ledger Transactions

Manage customer transactions by navigating to the specific customer in omniCustomers, then select "V...

Customer Addresses

Customers can have multiple addresses, created during checkout or by an admin. To manage, go to omni...

Cleaning Your Customer List from Duplicates

Omnibasis provides tools to easily clean your customer list by identifying duplicates based on email...

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