Customer & Order Management

Master Your Commerce Operations. Centralize customer data and streamline your entire order lifecycle from creation to fulfillment.

Orders

  • Nike shoes nike-423

    Nike shoe

    Released 1m ago

  • Hummel shoes sku-004

    Updated media

    Released 3m ago

  • White shoes sku-120

    Updated inventory

    Released 5m ago

  • T-shirts

    New category

    Released 10m ago

Customer Directory

Add Customer
Customer Company Orders
AM
Anders Møller
Møller Retail A/S 42
SH
Sarah Hansen
Nordic Design 12
KL
Kasper Lund
Global Logistics 156
Recent Activity
Anders Møller updated delivery address 2m ago

Customer Management

Manage customers with contact information, addresses, and purchase history. Gain a 360-degree view of your customer relationships and their buying behavior across all channels.

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Customer Groups

New Group
B2B Wholesale
124 members
20% Off
Base Discount
VIP Retail
45 members
15% Off
Base Discount
Standard
2850 members
0% Off
Base Discount
Automated Rules
Spent > $5,000 → VIP Retail
Domain is .gov → Public Sector

Customer Groups

Organize customers into groups for targeted pricing and marketing. Create segments like B2B, VIP, or Retail to offer specific discounts and personalized experiences.

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Order Management

Create Order
Order # Customer Total Status
ORD-2401-08 Anders Møller $1,240.00 Shipped
ORD-2401-09 Nordic Design $450.50 Pending
ORD-2401-10 Sarah Hansen $89.99 Draft
Today's Revenue
$4,285.50
↑ 12% vs yesterday
Pending Shipments
8
Needs attention

Order Management

Create, track, and manage orders with complete order lifecycle management. Monitor status updates, track shipments, and ensure every order is fulfilled accurately.

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Payment Terms

Net 30
Payment due 30 days after invoice
Active
Due on Receipt
Immediate payment required
Active
2% 10 Net 30
2% discount if paid within 10 days
Active
Pro Tip

Assign specific payment terms to Customer Groups to automate your B2B checkout process.

Payment Terms

Define flexible payment terms for customers with due dates and conditions. Manage net terms, discounts for early payment, and automated credit limits for B2B customers.

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Email Designer: Order Confirmation

Send Test
Templates
Order Confirmed
Order Shipped
Invoice Ready
Order #10284
Edit HTML Placeholders
Live

Order Emails

Automatic order confirmation and status update emails to customers. Use our visual designer to create beautiful, branded emails that keep your customers informed.

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Resource Items

New Resource
Priority Shipping
SRV-SHIP-PRI
$15.00
Service
Gift Wrapping
SRV-GIFT-WRAP
$5.00
Add-on
Extended Warranty
SRV-WARRANTY-1Y
$49.00
Service
Usage in Orders

Resource Items

Manage custom items and services that can be added to orders. Track non-physical products like shipping fees, insurance, or professional services alongside your inventory.

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Why Strong Commerce Management Matters?

Efficiently managing the bridge between your product data and your customers is essential for growth. Indexed PIM provides the tools to handle complex commerce workflows without leaving the platform.

Centralized Relationship Data

Stop switching between your CRM and PIM. Keep your customer segments and order history right where your product data lives.

Automated Communication

Reduce support inquiries by keeping customers automatically informed about their order status with beautiful, triggered emails.

B2B Ready Features

Handle complex wholesale requirements like custom payment terms and segmented pricing rules with ease.

Seamless Lifecycle Management

From the first draft to the final shipment, track every stage of the order lifecycle to ensure operational excellence.

Ready to optimize your commerce workflows?

Join the companies that have streamlined their order management with Indexed PIM.