Customers
In this module will give you an overview of all customers registered and deleted ones, create, edit and delete new customers. You can also check the customer types already created, update and delete them, if needed.
Overview/New customer
Overview
In order to see all customers registered in the system or create a new customer click on the Overview tab.
You can click on the Actions buttons to display, update and delete a registered customer. All customers have the Shop name, Phone, Customer Type, Sales Area, and Status information displayed.
Display
Update
Delete
New customer
To create and register a new customer in the system you can click on the New Customer button. A new page will open with the customer required information in order to complete a successful registration. The mandatory fields for customer creation are the Shop name, Phone Number, Customer Type, Sales Area, Address, City, Postcode, State/Province, and Country. Other fields like Additional address info and Country are additional and optional fields.
After filling out all the mandatory fields you can click on the button Create in order to finish the customer creation.
Customer Types/New Customer Type
Customer Types
In order to see all customer types available in the system, you can click on the Customer types tab.
You can click on the Actions buttons to display, update and delete a customer type. All customers have a name.
Display
After clicking on the display action button you can see the information related to that customer type and also a list of existing customers from that type.
Update
Delete
New Customer type
To create and register a new customer type in the system you can click on the New Customer Type button. A new page will open with the customer type required information in order to complete a successful registration. The only and mandatory field for the customer type creation is the customer type name.
After filling out all the mandatory fields you can click on the button Create in order to finish the customer type creation.
Deleted Customers
Deleted Customers
In order to see all deleted customers, you can click on the Deleted customers tab. To check out the details of a specific deleted customer you can click on the action button to display the customer information.
