Customers

Customers are people or organizations who buy products or services from a business. They are the main reason a business exists, as their purchases generate income. Keeping customers happy helps a business grow and succeed.

From here, you can view the complete list of customers along with their details:

• Customer ID: Displays the customer’s unique identification number.

• Name: Shows the name of the customer.

• VAT Number: Displays the customer’s VAT number.

• Pay Term in Days: Shows the agreed payment term in days.

• Email: Displays the customer’s email address.

• Phone: Shows the customer’s contact number.

• Status: Indicates whether the customer is active or inactive.

• Action: Allows you to perform actions.

  
  

  
  

  
  

  By clicking the Select button, you can perform multiple actions, such as:

  • Active/Inactive: Change the customer’s status to active or inactive.

  • Show: View the customer’s full details.

  • Edit: Update the customer’s information.

    
    

  
  

  
  

  Search: You can find out any specific customer by using the search functionality.

  
  

  
  

  
  

  Hide & Show: From here, you can choose which columns you want to display or hide.

  
  

  
  

  
  

  Add Customer: If you want to add a new customer, just click on Add Customer and follow the steps below:

  • Name: Enter the customer’s name.
    
    

  • Name (SI): Enter the customer’s name in Sinhala (or the specified language).

  • Customer ID: Provide the unique ID for the customer.

  • VAT Number: Enter the customer’s VAT number.

  • Pay Terms In Days: Set the payment term in days.

  • Contact Info: Add general contact details.

  • First Name: Enter the customer’s first name.

  • First Name (SI): Enter the first name in Sinhala (or the specified language).

  • Last Name: Enter the customer’s last name.
    

  • Last Name (SI): Enter the last name in Sinhala (or the specified language).
    

  • Phone: Add the customer’s phone number.
    

  • Email: Add the customer’s email address.
    

  • Address: Enter the customer’s address.
    

  • Address (SI): Enter the address in Sinhala (or the specified language).
    

  • Save: Click to save the new customer details.
    

  • Cancel: Click to cancel and discard changes.

    
    

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    Import: You can import data by clicking this.

    Export: By clicking this you can export the data table.