The Manage Customer module allows you to add, view, edit, and search for customer records efficiently.
Maintaining customer information helps in faster billing, repeat customer recognition, and service analysis.
Key Features:
Unique Mobile Number: Used to avoid duplicate customers.
Quick Search: Find customers easily using name or mobile number.
Editable Fields: Update customer details anytime.
Filtering Options: View customers by name, mobile, or email.
Steps to Add or Edit a Customer:
Go to Manage Customer from the left-side Admin menu.
Click Add Customer (or select a customer to edit).
Fill in the following fields:
Customer Name (required)
Mobile Number (required)
Email Address (optional)
Click Update to save the customer details.
Use the Close button to cancel the operation without saving.
Use the Quick Search bar to type:
Customer Name
Mobile Number
Email ID (if available)
Results automatically update in the list below.
You can also:
Sort columns (e.g., by Name or Mobile).
Click to Edit any record directly from the list.
?? Tip: Use search filters when the customer base grows large to quickly access or update customer information.
Note:
The system will prevent duplicate entries based on mobile number.
Additional fields such as Address and Notes may be available under other tabs (e.g., Info, History) depending on system configuration.