Setup Customers from Back-Office

Customers Screen

Associated Permissions: View Customers

Back-Office -> Side Nav -> Customer management -> Customers

Locating Customers Screen	Customers Screen

Number	Field Name	Description
1	Add	Add customer from front-end
2	Upload CSV	Upload customers file
3	Columns - Customer Details	Name, phone number, adress, email address
4	Columns - Customer Credit	Outstanding customer credit balance
5	Columns -Blacklisting Details	Blacklisted, blacklisted Time, Blacklisted Reason

Add a Customer

Associated Permissions: Add Customers

Back-Office -> Customers screen -> Click "Add" button -> Fill in details -> Save

Click "Add" button from customers screen:

Fill in details & save:

Number	Field Name	Description
1	Customer Name	Customer name as displayed in POS app, printed bill and Back-Office.
2	Contact Number	Phone number of the customer.
3	Email Address	Email address of the customer.
4	Address	Address of the customer.
5	Territory	Explained in the section “Setup Territories”
6	Credit Limit	Optional credit limit for customer. If specified can’t issue bills to the customer with credit balance exceeding the specified limit. However a user with “Exceed Credit Limit” permission can exceed the credit limit in billing.
7	Unlimited Credit	Allow unlimited credit limit to Customer.
8	Save	Confirm customer add.

Customer added:

Edit a Customer

Associated Permissions: Edit Customers

Back-Office -> Customers screen -> Select customer from checkbox -> Click "Pencil" icon -> Edit details -> Save
or
Back-Office -> Customers screen -> Click on customer -> Edit details -> Save

Select customer click "Pencil" icon:

Edit details & save:

Delete a Customer

Associated Permissions: Delete Customers

Back-Office -> Customers screen -> Select customer from checkbox -> Click "Bin" icon -> Confirm delete

Select customer click "Bin" icon:

Confirm delete: