Skip to main content

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.

Favicon Image

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.

Favicon Image

Edit Customer Profile

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

Favicon Image

Customer Detail Screen

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

Orders

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

Address

  • Add or edit the customer’s addresses.
Favicon Image

References

  • View or manage references linked to the customer.
Favicon Image

Notes

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

Favicon Image

Summary

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