Manage Customers

For versions:4.1
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How To Access

Dashboard → People → CRM → Customers 

Description:

Cazura is most secure in managing the customer data, Create new customers based on customer groups. You can provide more flexibility to your customers based on their needs. Business is all about marketing you can able to promote your customer in a different ways. (Gift Vouchers, Discount, Offers, etc)

Details:

Date: Creation date and time.

Company: Name of the store.

Name: Name of the customers.

Email Address: E-Mail address of the customers to contact.

Phone: Personal Contact number of the customer.

City: Customers store town locations.

Create In: Name of the store which sold goods for customers.

Award Points: Purchases reward points to encourage the customers.

Credits: The ability of a customer to obtain goods or services before payment, based on the trust that payment will be made in the future.

Header Toolbar:

At the top right of the page you will see the toolbar:

Add  Customers: Register the new customers information.

Export Excel: Whole registered details export to excel sheet.

Export PDF:   Whole registered details export to PDF file.

Delete: Clear all of the field data  in the current screen.

Name: Name of the customers.

Phone: Contact number

Email Address: Customers mail address.

Customers Groups: (Wholesale,New Customers,Distributors,Reseller,general)

Company: Customers company name or store name.

Vat Number:

Address: Residential address.

City: Name of the city.

Postal code: Post code number.

State: Name of the state.

Country: Name of the country.

Date of birth: Birth date of the customers.

Gender: The state of being male or female.

Marriage Date: Customers marriage date.

POS Store Demo:

Extra field: (Custom Field 2,Custom Field 3,Custom Field 4,Custom Field 5,Custom Field 6).

Create in(Store): Name of the store which create the customers details.

Search: Use the FIND search bar to search for existing customers. The best way to do this is via the Reference number.

At the top left side of the page you will see the search bar:

Filter Bar:

It use of filter the date of customers create , Filter the reference number and name of the customers.

At the footer of the data page.

Page Navigation:  At the bottom right of the page you will see the page navigation

Video:

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