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Customer Accounts

This page is your central hub for managing all customer profiles across your organization.

Adding a New Customer​

At the top of the page, you can search for a customer by Phone Number or Name. You can also add a new customer:

  1. Click the "Add New Customer" button.
  2. A modal will open, asking for the following details:
    • Name (Required)
    • Phone Number (Required - This is used as the customer's unique ID)
    • Email (Optional)
    • Address (Optional)

Customer List Table​

The main part of the page is a table of all your customers with the following headers:

  • Name
  • Phone Number
  • Email
  • Loyalty Points
  • Current Loan Balance
  • Actions (contains the "View/Edit" button)

Viewing a Customer's Profile​

When you click the "View/Edit" button for any customer, you will be taken to their individual profile page (this page is dynamic and does not have its own sidebar link).

This page gives you a complete overview of the customer and their history.

Profile Overview​

At the top, you will see the customer's key details:

  • Name
  • Address
  • Current Loan Balance
  • Phone Number
  • Loyalty Points
  • Loan Payment Plan
  • Email
  • Loan Limit

Action Buttons​

  • Edit Details: This opens a modal to update the customer's information.

    • Users: Can edit Name, Phone Number, Email, and Address.
    • Admins & BranchAdmins: Will see two extra fields: Loan Limit and Loan Payment Plan. This is where you can set and adjust the loan amounts for a customer.

  • Record Loan Payment: This button is disabled by default. It is only enabled if the customer has an outstanding loan balance.

    • Clicking this allows you to record a payment they have made towards their loan and the method they used to pay.

Customer Sales History​

At the bottom of the profile, you will see a "Sales History" table for that specific customer. It includes:

  • Sale ID
  • Date
  • Total Items
  • Total Price
  • Loan Used
  • Mode of Payment
  • Status
  • Actions: A "View Sale" button that opens the sale's details in read-only mode (for posted sales).