1. Customers

The Customers page helps businesses efficiently maintain and manage customer records. With this system, businesses can access and update customer information, streamline billing processes, and generate accurate invoices effortlessly.

2. Features

• Create Customer Records: Save customer details, such as name, address, and contact information.
• Filter Entries: Search and categorize customers based on specific criteria.

3. Step-by-Step Guides

A. How to Create Customer Records

Personal Information Section

1. Type:
   • Click the Type dropdown menu.
   • Select the customer type (e.g., Individual, Company).
2. Name:
   • Enter the customer's full name.
   • Ensure it matches legal documents.
3. Address:
   • Input the full address including city and zip code.
4. Category:
   • Choose the appropriate customer category.
5. Note:
   • Add special notes or instructions.
6. Code:
   • Assign a unique alphanumeric code.
7. TRN:
   • Enter the Tax Registration Number (if applicable).

Contact Info Section

1. Phone Number:
   • Include primary phone with country code.
2. Email:
   • Provide an accurate email address.
3. Website:
   • Enter the customer website (if any).

User Credentials Section

1. Username:
   • Create a login name for the customer.
2. Password:
   • Set a strong password (use a mix of characters).

Saving the Customer Profile

1. Review the Information:
   • Ensure all required fields are filled correctly.
2. Click Save:
   • Click the Save button at the bottom to finalize.

B. How to Filter Customer Records

1. Name: Select or type a name in the dropdown list.
2. Activate: Choose between Active or Blocked.
3. Select From List: Use category filters or other predefined filters.

Actions

1. Search: Click Search to apply filters.
2. Clear Filters: Click Clear Filters to reset results.

C. How to Navigate Through Entries

1. Use pagination at the bottom of the list.
2. By default, 5 entries per page (can be changed).
3. Navigate with arrows: « ‹ › »

D. How to Delete Customer Records

1. Select customer entries using checkboxes.
2. Click Delete Selected.
3. Confirm deletion when prompted.

E. How to Block/Activate Customers

1. Locate the Status column in the table.
2. Check if the customer is Active or Blocked.
3. Click Block or Activate to change status.

4. Frequently Asked Questions

• Q: Can I restore deleted customer records?
  A: No, deleted records are permanent. Confirm before deletion.
• Q: What happens if I block a customer?
  A: They will be restricted from transactions.
• Q: Is the phone number mandatory?
  A: No. Either phone or address is required to save.

5. Troubleshooting and Support

• Problem: Cannot create record.
  Solution: Make sure all mandatory fields are filled.
• Problem: Filters return no results.
  Solution: Check criteria or click Clear Filters.
• Problem: Deletion not working.
  Solution: Ensure items are selected before clicking Delete Selected.

For further assistance, contact [email protected]