Customer

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Customer Profile List

• Displays a list of all customer profiles.
• Use the Create New Profile button at the top-right to add a new customer.
• Each row includes an Edit button to update customer details.

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Create New Customer Profile

To create a new customer profile:

1. Click the Create New button from the top-right corner of the list screen.
2. Fill in the basic details:
   • Name
   • Email
   • Phone Number
   • Vendor
   • Other necessary fields
3. Click Save to create the profile.

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Edit Customer Profile

• From the list view, click the Edit button next to any customer.
• Update the required fields.
• Click Update to save changes.

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Customer Detail Screen

Displays all the information related to a selected customer. Below the main customer details, you’ll find several tabs:

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Orders

• Lists all orders related to the customer.
• Orders can also be edited from this tab.

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Address

• Add or edit the customer’s addresses.

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References

• View or manage references linked to the customer.

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Notes

• Add any relevant notes for internal use or record-keeping.

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Summary

This module centralizes customer data and related operations, making it easy to manage customer relationships efficiently.