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    • Customer Relationship Management Overview
    • Customer Management
    • Customer Groups
    • Supplier Management
    • Supplier Groups
    • Email Communication Settings
    • SMS Communication Settings
    • WhatsApp Communication Settings
    • Communication Template Setup

    Customer, Supplier, and Communication Management Overview

    This section helps you manage customer details, supplier details, groups, and communication settings in one place.

    What You Can Manage

    • manage customers
    • manage suppliers
    • create customer groups
    • create supplier groups
    • configure SMS, Email, and WhatsApp communication
    • create communication templates

    Pages in This Section

    • Customer Management
    • Customer Groups
    • Supplier Management
    • Supplier Groups
    • Communication Template Setup
    • SMS Communication Settings
    • Email Communication Settings
    • WhatsApp Communication Settings

    Recommended Setup Order

    1. Create customers
    2. Create suppliers
    3. Create customer groups and supplier groups
    4. Configure communication settings
    5. Create templates

    Why This Section Is Useful

    • keeps records organized
    • makes follow-up easier
    • helps group customers and suppliers
    • supports better communication setup

    Related Modules

    • Order to Cash (O2C)
    • Reports
    • Content Management System
    In this article
    O2VEND

    O2VEND Help Center for Ecommerce, Back Office, POS, Agent App, PIM, OMS, WMS, Accounting, O2C, CMS, and ERP Reports workflows.

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    Ecommerce Back Office Point of Sale Agent App Warehouse (WMS)

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    PIM OMS Accounting Order to Cash (O2C) CMS

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    Ecommerce POS Back Office Agent App Restaurant POS Integrations

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