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Prettyfying the Companies doc

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eeintech
2021-08-20 16:00:24 -04:00
parent c86114e620
commit 51aaaaec1f
8 changed files with 73 additions and 33 deletions

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@ -6,23 +6,23 @@ title: Customers
A customer is an external client to whom parts are sold.
To access the customer page, click on the "Sell" navigation tab and click on "Customers" option in the dropdown list.
To access the customer page, click on the <span class="badge inventree nav main"><span class='fas fa-truck'></span> Sell</span> navigation tab and click on <span class="badge inventree nav main"><span class='fas fa-user-tie'></span> Customers</span> option in the dropdown list.
!!! warning
**Viewing**, **adding**, **editing** and **deleting** customers require the corresponding [Sales Orders user permissions](../admin/permissions.md)
### Add Customer
Once the customer page is loaded, click on the "<span class='fas fa-plus-circle'></span> New Customer" button: the "Create new Customer" form opens. Fill-in the manufacturer informations (`Company name` and `Company description` are required) then click on the "Submit" button.
Once the customer page is loaded, click on the <span class="badge inventree add"><span class='fas fa-plus-circle'></span> New Customer</span> button: the "Create new Customer" form opens. Fill-in the manufacturer informations (`Company name` and `Company description` are required) then click on <span class="badge inventree confirm">Submit</span>
### Edit Customer
To edit a customer, click on its name in the list of customers.
After the customer details are loaded, click on the <span class='fas fa-edit'></span> icon under the customer name. Edit the customer information then click on the "Submit" button.
After the customer details are loaded, click on the <span class='fas fa-edit'></span> icon under the customer name. Edit the customer information then click on <span class="badge inventree confirm">Submit</span>
### Delete Customer
To delete a customer, click on its name in the list of customers.
After the customer details are loaded, click on the <span class='fas fa-trash-alt'></span> icon under the customer name. Confirm the deletion using the checkbox then click on the "Submit" button.
After the customer details are loaded, click on the <span class='fas fa-trash-alt'></span> icon under the customer name. Confirm the deletion using the checkbox then click on <span class="badge inventree confirm">Submit</span>