Customers | OverseePos

A Customer is a person or business that buys goods or services from your company.

Customer Filters

1. Go to Admin Panel.

2. Click Contacts → Customer and go to the Customer List page.

3. At the top of the page, you will see the filter options:

Ø Customer Name – Enter the customer name from the list to view specific customer details.

Ø Business Name – Enter the business name associated with the customer to filter relevant records.

Ø Mobile – Enter the customer mobile number to quickly find the customer details.

Ø Status – Click on the Status dropdown and select:
               1. All – Displays all customer
               2. Active – Displays only active customer
               3. Inactive – Displays only inactive customer

4. Click the Filter button.

5. The system will display filtered results based on the selected filters (Customer Name, Business Name, Mobile, Status).

6. Click the Reset button.

7. All selected filters will be cleared.

8. The system will display all customer records by default.

Customer Export

check_circle Go to Admin Panel.
check_circle Click Contacts → Customer and go to the Customers List page.
check_circle Click the Export button available on the top right corner of the page.
check_circle Choose the required export format (Example: Excel / XLS, if available).
check_circle The file will be downloaded automatically to your system.
check_circle Open the downloaded file to view the supplier details.
check_circle The exported file will contain the customer list based on the applied filters.

Customer Add

check_circle Go to Admin Panel.
check_circle Click Contacts → Customer and go to the Customers List page.
check_circle On the Customers List page, click the Add button in the top right corner.
check_circle The Customer Add popup will open.

check_circle Enter the required fields:
check_circle Customer Name (enter the name)
check_circle Business Name (enter the Customer business name)
check_circle Mobile No (enter the contact number)
check_circle Address No (enter the customer Address)
check_circle Click Save, and it will navigate to the Customers List page.
check_circle The Customer will be saved successfully. Customer List page, you can add, edit, or Delete Customers.

Customer Edit

check_circle In the Customer List, find the Customer you want to update.
check_circle Click the Actions button next to the Customer, then select Edit.
check_circle On the Edit Customer page, update the details as needed and click Update.
check_circle The Customer will be updated successfully.

Customer Delete

check_circle In the Customer List, find the Customer you want to delete.
check_circle Click the Actions button next to the Customer, then select Delete.
check_circle A popup will appear asking for confirmation. Click Yes.
check_circle The Customer will be deleted successfully.

Customer View

check_circle In the Customer List, find the Customer you want to view.
check_circle Click the Actions button next to the Customer, then select View.
check_circle It will navigate to the Customer view page.
check_circle On the Customer View page, you can see the Customer details

info

You cannot delete a customer if it is used by some sales depend on this customer. Therefore, it is not possible to delete this customer.