# Customers

# Overview/New customer 

#### Overview 

#### In order to see all customers registered in the system or create a new customer click on the **Overview** tab. 

[![Screenshot 2023-05-05 at 09.18.55.png](https://wiki.circl.services/uploads/images/gallery/2023-05/scaled-1680-/screenshot-2023-05-05-at-09-18-55.png)](https://wiki.circl.services/uploads/images/gallery/2023-05/screenshot-2023-05-05-at-09-18-55.png)

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.

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##### Display

[![image.png](https://wiki.circl.services/uploads/images/gallery/2022-09/scaled-1680-/JDFimage.png)](https://wiki.circl.services/uploads/images/gallery/2022-09/JDFimage.png)

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##### Update

[![image.png](https://wiki.circl.services/uploads/images/gallery/2022-09/scaled-1680-/v1dimage.png)](https://wiki.circl.services/uploads/images/gallery/2022-09/v1dimage.png)

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##### Delete

[![image.png](https://wiki.circl.services/uploads/images/gallery/2022-09/scaled-1680-/BLJimage.png)](https://wiki.circl.services/uploads/images/gallery/2022-09/BLJimage.png)

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#### 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.

[![image.png](https://wiki.circl.services/uploads/images/gallery/2022-09/scaled-1680-/OAYimage.png)](https://wiki.circl.services/uploads/images/gallery/2022-09/OAYimage.png)

[![Screenshot 2023-05-05 at 09.17.22.png](https://wiki.circl.services/uploads/images/gallery/2023-05/scaled-1680-/screenshot-2023-05-05-at-09-17-22.png)](https://wiki.circl.services/uploads/images/gallery/2023-05/screenshot-2023-05-05-at-09-17-22.png)

# Customer Types/New Customer Type

#### Customer Types


<div class="pointer-container" id="bkmrk-%C2%A0"><div class="pointer anim is-page-editable"><svg class="svg-icon" data-icon="link" role="presentation" viewbox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"></svg><div class="input-group inline block"> <button class="button outline icon" data-clipboard-target="#pointer-url" title="Copy Link" type="button"><svg class="svg-icon" data-icon="copy" role="presentation" viewbox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"></svg></button></div><svg class="svg-icon" data-icon="edit" role="presentation" viewbox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"></svg></div></div>In order to see all customer types available in the system, you can click on the **Customer types** tab.

[![customer-type.png](https://wiki.circl.services/uploads/images/gallery/2023-03/scaled-1680-/customer-type.png)](https://wiki.circl.services/uploads/images/gallery/2023-03/customer-type.png)

You can click on the **Actions** buttons to display, update and delete a customer type. All customers have a name.

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##### 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.

[![image.png](https://wiki.circl.services/uploads/images/gallery/2022-09/scaled-1680-/JUUimage.png)](https://wiki.circl.services/uploads/images/gallery/2022-09/JUUimage.png)

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##### Update

[![image.png](https://wiki.circl.services/uploads/images/gallery/2022-09/scaled-1680-/zdYimage.png)](https://wiki.circl.services/uploads/images/gallery/2022-09/zdYimage.png)

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##### Delete

[![image.png](https://wiki.circl.services/uploads/images/gallery/2022-09/scaled-1680-/MrCimage.png)](https://wiki.circl.services/uploads/images/gallery/2022-09/MrCimage.png)

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#### 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.

[![image.png](https://wiki.circl.services/uploads/images/gallery/2022-09/scaled-1680-/Bscimage.png)](https://wiki.circl.services/uploads/images/gallery/2022-09/Bscimage.png)

# Deleted Customers

#### Deleted Customers

<div class="pointer-container" id="bkmrk-%C2%A0"><div class="pointer anim is-page-editable"><svg class="svg-icon" data-icon="link" role="presentation" viewbox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"></svg><div class="input-group inline block"> <button class="button outline icon" data-clipboard-target="#pointer-url" title="Copy Link" type="button"><svg class="svg-icon" data-icon="copy" role="presentation" viewbox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"></svg></button></div><svg class="svg-icon" data-icon="edit" role="presentation" viewbox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"></svg></div></div>
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.

[![deleted-customer.png](https://wiki.circl.services/uploads/images/gallery/2023-03/scaled-1680-/deleted-customer.png)](https://wiki.circl.services/uploads/images/gallery/2023-03/deleted-customer.png)