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| title |
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| Customers |
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.
!!! warning Viewing, adding, editing and deleting customers require the corresponding Sales Orders user permissions
Add Customer
Once the customer page is loaded, click on the " 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.
Edit Customer
To edit a customer, click on its name in the list of customers.
After the customer details are loaded, click on the icon under the customer name. Edit the customer information then click on the "Submit" button.
Delete Customer
To delete a customer, click on its name in the list of customers.
After the customer details are loaded, click on the icon under the customer name. Confirm the deletion using the checkbox then click on the "Submit" button.