Customers 

Overview

This interface is designed to efficiently manage customer records, enabling businesses to update customer data, streamline billing processes, and generate invoices accurately.

1. Customer Records

• Displayed Fields: View detailed customer information including:
  • Name: Name of the customer.
  • Address: Customer's location.
  • Phone Number: Contact information.
  • Mobile: Mobile numbers, where available.
  • Activation Status: Indicates whether the customer is active or blocked.

2. Record Controls

• Entries per Page: Adjust the display size for customer entries (default is 5 per page).
• Pagination Controls: Navigate between pages using the pagination bar.
• Delete Selected: Use this button to remove specific customer entries.

3. Creating Records

1. Click on the Create Customer button.
2. Fill in the following fields:
   • Personal Information: Provide the customer’s name and address.
   • Type: Select the type from the dropdown list.
   • Category: Choose the appropriate category.
   • Note: Add any relevant notes or details.
   • Code: Enter a unique customer code.
   • TRN: Tax Registration Number (if applicable).
   • Contact Information: Phone, email, and website.
3. Add Username and Password for login credentials.
4. Click Save to finalize the entry.

4. Filtering Records

• Filter Button: Use this button to narrow your view of customer records based on specific criteria.
  • Criteria may include activation status, and name.

Tips for Efficient Use

1. Regularly update activation statuses to maintain accurate records.
2. Utilize the filter option to streamline searches and quickly access relevant records.
3. Periodically update your password for enhanced security.