Adding a new customer correctly ensures that sales records, invoices, and reports stay accurate. Follow these steps carefully to register a new customer in the DavaoParts CRM.
1. On the leftside menu, click on "Customers" this will open the customer management page. You'll see a list of all existing customers and a search bar on top
2. On the upper-right corner of the Customers page, click the “+ Add Customer” button. A form will appear for you to fill out the new customer’s information.
3: Fill Out Customer Information. Those marked with red asterisk are required.
Enter all required and optional fields.
- Full Name
- Contact Number
- TIN
- Address
4. Click the “Save” button at the bottom of the form.
5. To edit customer, click the table row to open the customer page. Click "Edit Client" button to edit customer information. Click "Save" when done.