Skip to main content

Customer Types

Overview/New customer type

 

In order to see all customer types available in the system you can click on the Customer types tab.

image.png

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

Display

After clicking in the display action button you can see the information related with that customer type and also a list of customers from that type.

image.png

Update

image.png

Delete

image.png

New customer 

To create and registered 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 successfully registration. The mandatory fields for the customer creation are the Shop name, Phone Number, Customer Type, Sales Area, Address, City, Post code, State/Province, 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.