Customer Management Page Documentation

Overview

The Customer Management page allows users to view, add, edit, and manage customer information. This includes personal details, contact information, and activity history. It is an essential part of the admin dashboard for businesses aiming to efficiently handle their customer relationships.

Step 1: Accessing the Customer Page:

Log in to your iPOS admin dashboard using your credentials.

Locate the "Customers" or "Customer Management" section in the main navigation menu 

     (usually on the left-hand sidebar).

Click on the "Customers" menu item to open the Customer page.

Step 2: Understanding the Customer Page Layout:

Customer_Overview

The Customer page typically includes the following elements:

"New Customer" Button:

  This button allows you to add a new customer to the system.

Search Bar: 

  This allows you to search for existing customers by name, phone number, email, or other relevant information.

Customer List/Table: 

  This displays a list of all customers currently in your database.

The table usually includes columns such as:

   Customer Name

   Email Address

   Role

   Area

   Address

   Mobile Number

   Orders

Pagination Controls: 

  If you have a large number of customers, you'll likely see controls to navigate through different pages of the customer list.
     "Export Customers" Button (Optional): 
          This may be available to export your customer data into a file (e.g., CSV).
     "Import Customers" Button (Optional): 
          This may be available to import customer data from a file.
     "Toggle Columns" Button (Optional): 
          This allows you to customize which columns are displayed in the customer list.

Step 3: Create a New Customer:

Click on the "New Customer" button.

Customer-create-ipos

A form will appear where you need to fill in the customer's details.

Common fields include:

 Name

 Mobile

 Address

 Area

 Branch

 Primary Role

Fill in the required and any optional information.

Click the "Create " button at the bottom of the form.

create

The new customer will be added to the customer list.

Craete_customer

Step 4: Viewing Customer Details:

In the customer list, locate the customer whose details you want to view.

Click on the "View" button (often represented by an eye icon) associated with that customer.

A page or a modal window will open, displaying all the detailed information for that customer.

View_Customer

Step 5: Editing Customer Information:

In the customer list, locate the customer whose information you want to edit.

Click on the "Edit" button (often represented by a pencil icon) associated with that customer.

The customer details form will open, pre-filled with the existing information.

Modify the necessary fields.

Click the "Save" or "Update Customer" button at the bottom of the form.

The customer's information in the database will be updated.

Edit_Customer

Step 6: Searching for Customers:

In the "Search" bar at the top of the Customer page, type in the keyword you want to search for 

     (e.g., customer name, phone number, email)

The customer list will automatically filter to show only the customers that match your search criteria.

To see the full list again, clear the search bar.

Step 7: Deleting a Customer (If Applicable):

In the customer list, locate the customer you want to delete.

Click on the "Delete" button (often represented by a trash can icon) associated with that customer.

A confirmation dialog box will appear.

Click "Confirm" or "OK" to proceed with the deletion.

Caution: 

 Deleting a customer is usually a permanent action and may remove associated data. 

 Ensure you are deleting the correct customer.

Conclusion

The Customer Management page provides an intuitive and efficient interface for managing customer data, making it easy for administrators to update and keep track of their customer base.

For further assistance, please contact the support team at info@appslanka.lk.