This document explains how you can add a new customer and edit/delete an existing one in the Back Office.
To create a new customer:
- Go to Back Office > Customers > Customer list.
- Tap the Add Customer + button.
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- Fill in the Add Customer form. Note that the Name and Email fields are mandatory.
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- Once you’ve filled out the form, tap Save. Now you can see the new customer in your customer list.
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To edit an existing customer profile or delete it:
- Go to Back Office > Customers > Customer list.
- Find the customer that you want to edit/delete and simply tap it.
- In the Edit Customer form, you can make the necessary changes. The fields that can be edited are name, phone, email, customer code, birthdate, note, address and points.
- Tap Save after you’re done.
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- To delete a customer profile, repeat the steps 5 and 6. Then tap the red Trash button and tap Confirm in the dialog box that pops up.
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