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User List

The page is designed to manage and display all system users who have access to the platform. It provides an overview of user roles, permissions, and activity, helping businesses maintain control over system access and ensure proper user management.

Key components of the page include:

  • User List: Displays all registered users, showing details such as username, email address, role (e.g., admin, cashier, manager), and status (active/inactive).
  • Roles and Permissions: Indicates the assigned role of each user, outlining their permissions and access rights within the system.
  • Search: Allows users to search by name or email.
  • Edit or Delete Users: Modify user information, change their role, or deactivate users who no longer need access to the system.
  • Export Data: Export user list data for reporting, auditing, or administrative purposes.
How to add a User?

To create a user when someone opens this page, follow these guided steps:

  1. Username: Enter a unique username for the user in the designated field.
  2. Password: Create or generate a strong password in the password field.
  3. Role: Use the dropdown menu to select the appropriate role for the user.
  4. Company Name: Enter the name of the company associated with the user.
  5. Email: Provide the user's email address in the email field.
  6. Phone Number: Enter the user's phone number in the designated field.
  7. Active Status: Check the "Active" checkbox to enable the user account.
  8. Review Information: Double-check all the information entered to ensure accuracy.
  9. Submit: Click the "Submit" button to create the user account.

These steps will help you create a new user efficiently and accurately.

All Customer

The page is designed to manage and view all customer information in one centralized location. It provides a complete list of customers, enabling businesses to track customer activity, manage relationships, and ensure personalized service.

 

Key components of the page include:

  • Customer List: Displays all registered customers, showing details such as customer name, contact information, purchase history, and account status.
  • Search and Filter: Allows users to search for specific customers by name, email, or phone number, or filter customers by group, status, or activity level.
  • Customer Profile: Access detailed profiles for individual customers, including contact information, purchase history, payment status, and any outstanding balances.
  • Edit or Delete Customers: Modify existing customer information or remove inactive customers from the system.
  • Export Data: Export customer data for reporting, marketing, or customer relationship management purposes.

By clicking the action dropdown button, you can have additional options for managing a single customer in the system.

How to add a Customer?

Here are the steps to create a customer:

  1. Enter the customer's name in the "Name" field.
  2. Select the customer group from the dropdown menu next to "Customer Group".
  3. Enter the customer's email address in the "Email" field.
  4. Enter the customer's phone number in the "Phone Number" field.
  5. Enter the customer's address in the "Address" field.
  6. Enter the customer's city in the "City" field.
  7. Enter the customer's postal code in the "Postal Code" field.
  8. Enter the customer's country in the "Country" field.
  9. If the customer is both a customer and a supplier, check the "Both Customer and Supplier" checkbox.
  10. If the customer belongs to a company, enter the company name in the "Company Name" field.
  11. If the customer’s company has a tax number, enter it in the "Tax Number" field.
  12. If the customer needs to be added as a user in your system, check the "Add User" checkbox.
  13. Click the "submit" button to save the customer information.
All Suppliers

The page provides a centralized view of all suppliers a business works with. It helps manage supplier relationships, track amounts due, and maintain organized records of supplier details.

 

Key components of the All Suppliers page include:

  • Supplier List: Displays all registered suppliers with key information such as supplier name, contact details, total purchases, outstanding balances, and status (active/inactive).
  • Search: Allows users to search for specific suppliers by name.
  • Edit or Delete Suppliers: Modify existing supplier information or remove inactive suppliers from the list.
  • Export Data: Export supplier data for reporting, vendor management, or reconciliation purposes.

By clicking the action dropdown button, you can have additional options for managing a single supplier in the system.

How to add a Supplier?

To create a new supplier, follow these steps:

  1. Enter the supplier's name in the "Name" field.
  2. Upload an image of the supplier by clicking "Choose File."
  3. Input the supplier's VAT number in the "VAT Number" field.
  4. Provide the supplier's email address in the "Email" field.
  5. Add the supplier's phone number in the "Phone Number" field.
  6. Type the supplier's address in the "Address" field.
  7. Select the supplier's city from the "City" dropdown menu.
  8. Choose the supplier's state from the "State" dropdown menu.
  9. Enter the supplier's postal code in the "Postal Code" field.
  10. Select the supplier's country from the "Country" dropdown menu.
  11. If applicable, check the "Both Customer and Supplier" checkbox.
  12. Complete any remaining fields as needed.
  13. Click "Submit" to save the supplier information.

Remember to fill out all required fields marked with an asterisk (*) before submitting.