OMS Customers: Customer Master Data in OMS

The buyers your sales orders are placed for: keep a code, contact, tier and one default ship-to address per customer in OMS → Customers, so new orders can pick the customer instead of retyping everything.

OMS Customers is the master list of the buyers your sales orders are placed for. Every order names one customer, so keeping this list clean pays off on every order: the customer’s contact and default ship-to address are already there when you create the order. Do not confuse it with the Clients in Master Data — those are the cargo owners (merchants) your company serves, with their own multi-address book; OMS customers are the people and companies who buy from you. See the comparison near the end of this article.

Step 1: Create a customer#

1. Go to OMS → Customers and click New customer.
2. Fill in the Code and the Name — both are required. The code identifies the customer across your organization and must be unique within it, so pick a code your team will recognize (for example the buyer’s own vendor code or a short abbreviation).
3. Add the contact person, phone and email if you have them — they are optional, but the email and phone also help the system recognize this customer when orders arrive from sales channels.
4. Pick the customer tier (Standard by default) and leave Active checked, then fill in the default ship-to address below — the next step explains what it is for.
5. Click Save. The customer appears in the list and can be picked on new orders right away.

Step 2: Set the default ship-to address#

• The form carries one default ship-to address per customer: ship-to name, street address, city, state, postal code and country (country starts as US — change it when the customer ships elsewhere).
• When you create an order for this customer and leave the ship-to address blank, the order uses this default address — that is the whole point of filling it in once here (OMS → Customers) instead of on every order.
• It is only a default, not a lock: an order that ships somewhere else can still carry its own ship-to address, and this customer record stays unchanged.
• Need several named addresses for the same buyer — a store, a DC, a returns address? That is the address book on the Master Data Client side. The OMS customer keeps exactly one default; the address book keeps the full set, typed by purpose.

Customer tiers#

• Every customer has one of four tiers: Standard, Silver, Gold or Platinum. A customer without a tier counts as Standard.
• The tier shows in the customer list (OMS → Customers), so you can see at a glance who your key accounts are before you open a record.
• Set the tier in the same create/edit form — it is a plain label on the customer; changing it does not rewrite any order that already exists.

Step 3: Find, edit and deactivate a customer#

1. Search by code or name in the search box, or narrow the list with the status filter (All statuses / Active / Inactive). The list pages 20 records at a time.
2. Click a row to open the edit form and change anything — contact details, tier or the default address — then Save.
3. To retire a customer, open it and click Deactivate, then confirm. Deactivation is a soft delete: the record stays in the list as Inactive, its order history is untouched, and it can no longer be used on new orders.
4. Changed your mind? Open the inactive customer, check Active again and Save — it is available for new orders immediately.

OMS Customers vs Master Data Clients — do not mix them up#

• OMS Customers (this page, OMS → Customers) are your buyers: the customer named on a sales order. One record holds a code, a contact, a tier and one default ship-to address.
• Master Data Clients are the cargo owners (merchants) your company provides services for — the businesses whose goods you store and ship. Their records carry a full address book with typed addresses (store / DC / office / returns), maintained once and shared by OMS and WMS order forms.
• Rule of thumb: if the question is “who is buying this order?”, you want an OMS customer. If the question is “whose goods are these, and where do their stores and DCs sit?”, you want a Master Data Client.

Docklify features used in this article#

• Customer master list with search and status filter — OMS → Customers (/oms/customers)
• Create / edit customer (code, contact, tier, Active flag) — OMS → Customers → New customer, or click a row
• Default ship-to address on the customer (used when an order leaves ship-to blank) — OMS → Customers → customer form
• Deactivate / reactivate a customer (soft delete — history stays, new orders cannot use it) — OMS → Customers → open a customer → Deactivate
• Automatic customer matching for channel orders (by email, then phone; created when not found) — happens when orders arrive in OMS → Orders