Customer

Create customer

1. Purpose:

The customer creation function is used to store basic customer information (e.g., individual customers, enterprises), record transaction history, monitor customer consumption behavior, and manage customer debts.

2. Usage conditions

User account with the appropriate functional permissions

3. Procedural steps

Step 1: The user selects the “Sales” menu

Illustration of the Sales menu display screen

Step 2:The user clicks on the “Customer” function to begin creating a customer in the system

Illustration of the customer function

Step 3:The user clicks the “Create” function to begin creating a customer.

Illustration of the screen displaying the Create Customer function.

Step 4:At the “Create” popup, the user enters the customer's information.→

Note:Fields marked with(*)are mandatory.

1.  The user enters information such as username, password, full name, date of birth, etc.
2. Select “Save” to complete customer creation.

Illustration of the screen for entering customer creation information.

Step 5:The system displays the customer list after addition.
 

The illustration displays the customer list after successful addition.

2. Edit customer

1. Purpose:

The edit customer function is intended to modify customer information if there are any changes.

2. Usage conditions

The user account has been granted permission to use the edit customer function.

3. Procedural steps

Step 1: The user selects the “Edit” function.

Edit icon: 

The illustration displays the edit customer function.

Step 2: The user enters the updated customer information.

The illustration displays the edit customer function.

The illustration displays the save operation after editing the information.

3. Delete customer

1. Purpose:

The delete customer function is intended to remove a customer from the list.

2. Usage conditions

The user account has been granted permission to delete customers.

3. Procedural steps

Step 1: The user selects the customer to delete.

Edit/Delete icon: 
 

Illustration displaying the customer deletion function.

Step 2: The user selects “Delete” to remove the customer from the list.

Illustration displaying the delete confirmation button.