The Customer Tab is available only to users with Admin and Branch Manager (BM) roles. It displays a list of created customers along with the total count, allowing users to quickly view the number of customers in the system.

Add Customer

To add a new customer, click the Add Customer button at the top right of the customer tab. This opens the Add Customer module, where users can fill in the required details such as customer name, contact information, address, and more.

Once all mandatory information is entered, click the Submit button to create the customer. The newly added customer will then appear in the Customer tab.

Viewing Customer Details

Each customer entry includes relevant information such as the Customer Name and Customer ID. Users can click the Customer ID to open the customer detail page, which provides detailed information about the selected customer.

Editing Customer Information

After a customer is created, users with the Admin role can edit the following details:

1. Customer Name: Full name of the customer.
2. Short Name: Abbreviation or nickname for the customer.
3. GSTIN: The customer’s Goods and Services Tax Identification Number.
4. In-Time: The customer’s operating hours.
5. Type: Classification of the customer (e.g., Shipper, Transporter, or Broker).
6. POD Type: Type of Proof of Delivery (POD) received from the customer (Hard, Soft, or No POD).

This allows Admins to keep customer information updated and accurate for effective management.