Customer Details

Definition

A user may need to set up customer details first before inputting any transaction. However, individual customers could be added through transactions creating page.

Fields explained in Customer Details

1.The table will be sorted in an alphabetic order of Supplier Name, then Last Name.

2.Search: Users will be able to find a specific Customer by typing in any related letter in Search field, no matter it’s the letter in Supplier Name or First Name, or Last Name.

3.New Customer: User may add new Customers by clicking this button.

4.Action: There are five options under the Action button, which are Edit Customer, Delete Customer, Show Inactive Customer, Import Customer and Export Customer.

a.Edit Customer: Once a user has selected a Customer from the list, they can edit this supplier’s details by clicking this button.

b.Delete Customer: A user can only delete customers without any transactions. Otherwise, a reminder of “This Customer has involved in some transactions, you cannot delete it!” will pop up.

c.Show Inactive Customer: After a user clicks this button, all inactive Customers will be included in this list.

5.Exit: By clicking Exit, it will return back to the Dashboard.