1. Navigate to “List Customers” #

1. Log in to your back-office.
2. From the left-hand purple sidebar, click Customers.
3. Select List Customers.
4. The page displays:
   • A Filters panel (toggle switches & drop-downs).
   • An All your Customers table.
   • A purple + Add button (top-right).

2. Use the Filters Panel #

Quick toggles help you surface specific balances:

• Sell Due – Customers who owe you money.
• Sell Return – Pending returns.
• Advance Balance – Customers with deposits.
• Opening Balance – Customers set up with opening balances.

Additional selectors:

• Has no sell from – date filter for inactive customers.
• Customer Group, Zone, Industry, Assigned to – segment your list.
• Date Range – Created/updated interval.
• Click away or press Enter to apply—table refreshes instantly.

3. Add a New Customer #

1. Hit the purple + Add button.
2. Fill out:
   • Business / Display Name (required).
   • Contact Person, Email, Mobile.
   • Tax Number, Credit Limit, Pay Term.
   • Address, Zone, Geo-coordinates, Customer Group.
   • Opening/Advance Balances if applicable.
3. Click Save. You’ll return to the list with the new entry visible.

4. Row “Actions” Menu #

Each customer row starts with a purple Actions dropdown:

• View – open profile.
• Edit – update info.
• Ledger – full statement.
• Add Payment – record receipt.
• Disable – hide without deleting.
• Delete – only if no sales/dues attached.

5. Bulk Actions #

1. Select multiple rows using the left checkboxes (or “Select All”).
2. Buttons appear beneath the table:
   • Assign to User – move accounts to a sales rep.
   • Add to Group – tag with a Customer Group.
   • Disable Customers – archive in bulk.
3. Confirm prompts to execute.

6. Table Tools & Shortcuts #

• Search: top-right box filters by name, contact ID, mobile, etc.
• Show Entries: change page size (10 / 25 / 50 / All).
• Export & Print: Buttons for CSV, Excel, PDF, and Print.
• Column Visibility: hide rarely used columns.
• Sticky Totals: grey footer sums money columns (Sell Due / Advance Balance).

7. Troubleshooting #

8. Best Practices #

• Use unique, structured Contact IDs (e.g., CUST001).
• Assign customers to groups (e.g., “Retail”, “Wholesale”) for pricing rules.
• Reconcile ledgers monthly and export list for backups.
• Leverage filters to prioritise overdue accounts (Sell Due toggle).

9. Done! 🎉 #

You can now add, filter, bulk-edit, export and manage customers with ease. Keep relationships healthy and receivables under control. Happy servicing!