Maintain your customer database.

Location: Sidebar → Sales → Customers

1. Click New Customer.

2. Fill in customer details:

2.Field | Description | Required

Code – Unique customer code. | Yes
Name – Customer or company name. | Yes
Company Name – Business name (if different). | No
Email – Contact email. | No
Phone – Contact phone number. | No
Tax ID – Tax identification number. | No

3.Billing Address – Address used for invoices.

• City – City name

• State/Province – State or province

• Postal Code – ZIP or postal code

• Country – Country

4.Shipping Address – Default delivery address.

5.Payment & Credit

Payment Terms – Agreed payment duration (e.g., Net 30).
Credit Limit – Maximum allowed credit for the customer.
Active – Enable or disable the customer.

6.Click Create.

Customer List:
From here you can view all customers along with their details.

Field – Description

Customer Code – Unique identifier for the customer.
Name – Customer or company name.
Company Name – Business name (if applicable).
Email – Contact email address.
Phone – Contact phone number.
City – City where the customer is located.
Orders – Total number of orders placed by the customer.
Active – Indicates whether the customer is active or inactive.

Action – Description

Edit – Update customer information.
View – View customer profile along with order history.
Delete – Remove a customer (only if no orders exist).

Search: Use the search option to quickly find customers by entering details such as name, email, phone, or customer code.

Filters:
You can use filters to quickly find specific customers.

Filter – Description

Status – Filter customers by their status (Active/Inactive).
Country – Filter customers based on their country.

Column Customization:

You can customize the visible columns to display only the customer information relevant to your needs.