Customers

Customers are individuals who have created an account on your website to access your services. All registered customers are displayed within the "Customers" section.

Adding New Customers

• Manual Addition:

  1. Click the New Customer button.

  2. Fill out the required information in the form.

  3. Click the Add button to save the new customer.

• Importing Customers:

  1. Click the Import button.

  2. Click Click to Upload to select your CSV file.

  3. Click Submit to import the customer data.

  4. Download the Sample.csv file for the correct CSV format.

Customer Management

• Customer Details:

  • Click the "View Details" button to see a customer's complete information.

  • Click the "Edit Details" button to modify their information.

  • Set credit limits and specific conditions for individual customers.

• Customer Status:

  • New customers are initially set to "Unverified."

  • After verifying a customer's information, click Verify Customer to update their status.