Customer Management

Creating a Customer

To create a new customer, follow these steps:

1. Click on the Add New Customer button presented on the Database page.

2. A new customer dialogue will open, prompting you to enter the following details:

   • Customer Name: Enter the name of the customer. This field is mandatory.
   • Mobile Number: Provide the mobile number of the customer. This field is mandatory.
   • Tax Number: (Optional) Enter the tax number associated with the customer.
   • Email: (Optional) Provide the email address of the customer.
   • State: (Optional) Select the state where the customer is located.
   • State Code: (Optional) Enter the state code corresponding to the selected state.
   • Address: (Optional) Enter the address of the customer.

3. After filling in all the necessary details, click the Add Customer button.

4. The new customer will be created and added to your customer database.

Viewing a Single Customer

To view details about a single customer, follow these steps:

1. Navigate to the Customer section on the Database page and select the desired customer.
2. A customer page will open, displaying comprehensive details about the selected customer.
3. On the customer page, you can:
   • Edit Customer Details: Update and modify the customer’s information as needed.
   • View Recent Sales: Access details of recent sales made to the selected customer, including items purchased and total amount spent.
4. Utilize the available functionalities to manage and interact with individual customers effectively.

Managing customer relationships is essential for business success. With the Customer Management features provided, you can create and maintain strong connections with your customers, fostering loyalty and driving growth.