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One to Many
Customers
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Customers

One customer list across your stores and sales desks, with what each customer bought.

The customer list

Customers lists everyone you sell to. A customer belongs to the whole company, not to one outlet.

  1. 1Open Customers.
  2. 2Search by name, mobile, e-mail or GSTIN.
  3. 3Click a customer to open their contact card.

Add or change a customer

  • Click Add customer, or the Edit pencil on a contact card.
  • O2M checks the mobile number and e-mail. A number or e-mail another customer already has is refused.
  • To add many at once, click Import and upload a CSV with the columns Name, Mobile, E-mail and GSTIN.
  • Deactivate hides a customer. Their orders and invoices stay.

Contact card and History

  • Contact card shows their details and related records. Click a record to open it.
  • History shows every product they bought.
  • Send on an invoice starts with the customer's saved mobile or e-mail.

Customers from online orders

Click Customer data to choose whether online customers are saved. It is on by default. O2M saves only the name and e-mail a marketplace sends. Turn it off to stop; turning it on again brings in past orders.