Add/Edit Customer

Add/Edit Customer

The Add/Edit Customer feature in Tracepos allows administrators to create or update customer profiles, manage balances, and configure credit limits. This guide explains how to use the feature effectively.

Accessing the Add/Edit Customer Drawer

1. Navigate to the Customers section under People in the Tracepos dashboard.
2. Click the + Add button to create a new customer or the Edit button to modify an existing one.
3. The Add/Edit Customer Drawer will open, allowing you to input or update customer details.

Steps to Add or Edit a Customer

1. Upload Profile Image

• Use the Upload component to upload a profile image for the customer.

2. Enter Basic Details

• Name: Enter the full name of the customer.
• Company Name: Enter the business name (if applicable).
• Phone: Enter the phone number.
• Email: Enter the email address (optional).
• Status: Select whether the customer is Enabled or Disabled.

3. Manage Financial Details

• Opening Balance:
  • Enter the opening balance and select whether it is To Receive or To Pay.
• Credit Period:
  • Specify the credit period (in days) for the customer.
• Credit Limit:
  • Enter the credit limit for the customer.

4. Add Tax and Referral Details

• Tax Number:
  • Enter the tax number for the customer (if applicable).
• Referral:
  • Select the staff member who referred the customer (optional).

5. Add Address

• Billing Address:
  • Enter the billing address in the Billing Address field.
• Shipping Address:
  • Enter the shipping address in the Shipping Address field (optional).

Save or Cancel

• Save:
  • Click the Create button to save a new customer or the Update button to save changes to an existing one.
• Cancel:
  • Click the Cancel button to close the drawer without saving changes.

Key Features

• Financial Management:
  • Manage opening balances, credit limits, and credit periods.
• Tax and Referral Tracking:
  • Add tax numbers and referral details for better tracking.
• Real-Time Validation:
  • The form provides instant feedback for missing or incorrect inputs.
• Responsive Design:
  • The drawer is optimized for various screen sizes.

Permissions

• Add Customers: Requires customer_create permission.
• Edit Customers: Requires customer_edit permission.

Troubleshooting

• Save Button Disabled:
  • Ensure all required fields are filled in the Add/Edit modal.
• No Data Displayed:
  • Verify that the selected filters match the available data.
• Import Errors:
  • Ensure the uploaded file matches the required format.
• Search Not Returning Results:
  • Ensure the search term matches the data in the selected column.