Customers

Customers page allows businesses to maintain a structured database of their customers. This ensures easy access to customer information, facilitates streamlined billing processes, and enables accurate invoice generation.

Customer Management Features

Customer List Structure

Each customer entry includes:

• Name: Displays the registered customer’s name.
• Address: Shows the customer’s business or contact location.
• Phone Number & Mobile: Lists provided contact numbers.
• Status: Indicates whether the customer is Active.
• Action Buttons: Allows administrators to Block a customer if necessary.

Managing Customer Records

• Delete Selected: Removes one or more selected customer entries from the system.
• Entries Per Page: Adjust the number of customers displayed per page (default: 5 entries).
• Pagination: Navigate between pages using the Previous (‹) and Next (›) Buttons or Page Numbers (1, 2, etc.).

Creating a New Customer

The Create Customer page enables administrators to register new customers by entering essential business and contact details. This ensures accurate record-keeping for sales transactions and customer interactions.

Step 1: Select Customer Type

• Click Select From List to choose a predefined customer type.

Step 2: Enter Customer Information

• Name: Provide the full customer name.
• Address: Enter the customer’s location for record-keeping.
• Category: Select a predefined category from Select From List.

Step 3: Additional Details

• Note: Add optional remarks related to the customer profile.
• Code & TRN: Specify unique identifiers for tax and tracking purposes.

Step 4: Contact Information

• Phone Number: Provide a valid contact number.
• Email: Enter the customer's email address.
• Website: Add the customer’s business website if applicable.

Step 5: Define User Credentials

• Username & Password: Set login credentials for customer account access.

Step 6: Save the Customer Entry

• Click Save to finalize the registration.