Purpose : 

It serves as a central repository for all customer contact information, status, and associated activities like trips and orders.This section will guide you through viewing your customer list, adding a new customer, and viewing the details of an existing customer.

Navigation : 

Manage > Customers

Customer List

The customer list provides an overview of all registered customers in the system.

• Navigation: From the main dashboard, tap on the CUSTOMER tab at the top of the screen.
• Customer Information: Each entry in the list displays a summary of the customer’s key details:
  • Company Name: The full name of the customer’s company (e.g., “Glense ID”).
  • Company Code: A unique short code for the company (e.g., “GLE”).
  • Name: The name of the primary contact person (e.g., “Rishi”).
  • Email: The email address of the primary contact.
  • Status: The current status of the customer account, such as ACTIVE.

Adding a New Customer

To add a new customer to the system, follow these steps:

1. From the customer list screen, tap the “+” floating action button located at the bottom-right corner.
2. The “Add Customer” form will appear. Fill in the required fields:
   • Company Name*: The official name of the customer’s company.
   • Company Code: An optional unique identifier or short code for the company.
   • Name*: The full name of the primary contact person.
   • Email*: The contact’s email address.
   • Phone No.*: The contact’s phone number.
   • Status: Select the initial status of the customer from the dropdown menu (e.g., ACTIVE).
3. Once all required fields are completed, tap the Add button to save the new customer.
4. To cancel the action, tap the Discard button.

Viewing Customer Details

Tapping on any customer from the list will open their detailed information screen, which is divided into three tabs: Summary, Trips, and Order.

• Summary Tab: This is the default view and provides a comprehensive overview of the customer’s profile.
  • Glense ID / Company Code: The unique code assigned to the customer.
  • Status: The current status of the customer account (e.g., ACTIVE).
  • Name: The name of the primary contact person.
  • Email: The primary contact’s email address.
• Trips Tab: This tab will list all the trips associated with the selected customer.
• Order Tab: This tab will display a history of all orders placed by the customer.