Customer

A Customer is an instance of a user account under type 'CUSTOMER'. It represents all B2B(business-to-business) and B2C(business-to-consumer) Customers.

List All Customers

1. Go to the "Customers" section in the left menu.
2. You will see a list of all existing customers in the application.
3. The list provides essential information about each customer, such as the name, email, mobile number, account type etc.
   
4. Action column shows allowed actions for each user as per assigned roles.
5. There are following tabs you see on the list page.

Add a New Customer

1. Login to the EasyProcess application using your credentials.
2. Click on the button to "Add New Customer".
3. Customer Type: Select appropriate : B2C (Customer is Organization) or B2B (Customer is Individual).
4. Navigate to the "Customer" section in the left menu.

B2C customer (Individual)

1. First Name: Provide first name for the customer.
2. Middle Name (Optional): Provide middle name for the customer.
3. Last Name: Provide last name for the customer.
4. Mobile Number: Provide correct mobile number for the customer as it will be used for user login.
5. Email (Optional): Provide valid Email for the customer.
6. Date of Birth (Optional): Select date of birth for the customer.
7. Relation Ship Manager (Optional): Employee responsible for communication with the customer.
8. Address Type (Optional): Provide appropriate address type.(home, office, factory etc.)
9. Address (Optional): Complete address.
10. Click on the add button to save the address details.
11. Status: Set user as :Active(Default) or INACTIVE. New Operation cannot be created for Customer with INACTIVE status
12. Allow Login:Allow customer to login to the EasyProcess application using the provided credentials.
13. Username: Provide username for the customer to be used at the time of login.By default the username is mobile number.
14. Password: Provide strong password.
15. Confirm Password: Re-enter the password before submitting
16. Click on the "Submit" button to save the new customer.

B2B Customer (Organization)

1. Company Name: Provide company name for the customer.
2. Company Email: Provide email for the company.
3. Company Contact no (Optional): Provide contact details for the customer.

Update an Existing Customer

1. Go to the "customer" section in the left menu.
2. Locate the customer you want to update from the list of existing customers.
3. Click on the icon to update the customer details.
4. Make the necessary changes to the customer information.
   Note: Except Customer type you can modify all the fields in the customer.
5. Click on the "Submit" button to apply the changes to the customer.

Delete an Customer

1. Navigate to the "Customers" section in the left menu.
2. Find the customer you wish to delete from the list of existing customers.
3. Click on the icon button to delete the customer you want to remove.
4. A confirmation prompt will appear asking you to confirm the deletion.
5. Click "OK" to delete the customer. Please note that this action is irreversible.

View Details of an Customer

1. Navigate to the "Customers" section in the left menu.
2. Locate the customer you want to view from the list of existing customers.
3. Click on the to access the detailed view of the customer.
4. In the detailed view, you can see the operation associated with the customer, and any additional information related to the customer..