Client Configuration
To access customers, go to the administration panel and then select:
Administration Panel -> Dictionaries -> Customers.
There is a Customers filter in the side menu. Once clicked, a list of existing customers will appear if they have already been added.
Customers. General view
Adding a new client
In the side menu, click the ADD button in the upper left corner. After clicking, a form for entering new customer data will appear on the right.
When completing the form, pay attention to system messages that will help you complete the fields correctly. After completing the form, click SAVE to add the client to the list.
Sorting and filtering
Sorting: Click a column header in the customer list to sort them alphabetically.
Filtering: Use the side menu to filter customers by status, state or type.
Actions
The customer list has options for editing and changing status.
Edit: Click the pen symbol to go to the client edit view.