Alto's Documentation

Find Answers to Your Questions

How to Create, Edit and Delete a Customer Profile in the Back Office

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:

  1. Go to Back Office > Customers > Customer list.
  2. Tap the Add Customer + button.
  1. Fill in the Add Customer form. Note that the Name and Email fields are mandatory.
  1. Once you’ve filled out the form, tap Save. Now you can see the new customer in your customer list.

To edit an existing customer profile or delete it:

  1. Go to Back Office > Customers > Customer list.
  2. Find the customer that you want to edit/delete and simply tap it.
  3. 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.
  4. Tap Save after you’re done.
  1. 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.