👥 How to Add and Manage Customers

1. Navigate to Resources > Customers.

2. At the top of the page, select the Add Button [+].

3. In the side panel, enter the customer information:

   • Customer Name

   • Contact Person

   • Address/Location

4. Select Create Customer.

5. Populate any optional fields such as phone number or email and select Save.

Editing or Deleting a Customer

• To Edit: Select the customer from the main list. In the side panel, modify the information and click Save.

• To Delete: Open the customer's profile from the list and select the Delete option. Confirm that you wish to remove the customer record.