Add and Manage Customers in Tagrain
Introduction
In this article, we will explain how to manage customers in Tagrain. There are 2 ways you can add a Customer in Tagrain. One is the conventional way wherein we navigate to the Customer section in the application and add the customer. The other is from the Web Register during a sale transaction.
Add Customer From Customer Card
Login to the application and navigate to Home > Customer. The Customer list view is displayed.
Click “Add Customer” button to open the “Create Customer Card” screen.
Fill in the required information. The mandatory fields are marked with an (*) asterisk mark.
The Add Customer card has two more sections – Additional Information and Address.
In the Additional Information screen enter information pertaining to Tax Number | Credit Limit | Date of Birth | Anniversary Date etc.
You can specify a "Credit Limit" for customers only when you subscribe to and activate the "Customer and Credit Management" plugin.
The Address screen will include information pertaining to Customer’s address like City | Zip Code etc. A sample filled in Address screen is pasted here.
The application allows you to attach the Customer’s image along with his Customer card for easy identification. You can achieve this by clicking on the exclamation symbol.
The “Choose Customer Image” box would appear wherein you can click on the exclamation symbol and navigate to the folder where the image is kept. Once the information is filled, the screen will display the below information
Once you have filled in the required fields, you may click on the “Save“ button to save the Customer record. The newly created Customer will appear in the Customer list view.
Click on the symbol to bring up the “Customer Card” page, wherein you can update customer code | customer name | customer group | company name | email | phone etc.
The Tagrain application not only allows you to edit a customer record, but also copy a customer record.
You can click on the Copy symbol to copy a Customer record and use it as a template to create other customer records.
Click on the Copy symbol to copy Customer records which can be used as a template to create other customer records. This feature is useful specially for admins who come across creating large number of customer records quite often.
Add Customer from Web Register
Login to the application and navigate to Home > Web Register.
Click on the “New Customer” tile. The Add Customer card would appear.
It is the same “Customer Card” which can also be launched from Home > Customer > Customer.
You can search for the customer from the Customer Search bar by typing the customer's name. Alternatively click on the […] on the search bar to list all the customers in the application.
Once you have located your customer, you may choose to “Edit” or “View” the customer details by clicking the action icons in the customer search bar.
Click on the symbol to bring up the “Update Customer” page, wherein you can update customer code | customer name | customer group | company name | email | phone etc.
In the Additional Information screen enter information pertaining to Tax Number | Credit Limit | Date of Birth | Anniversary Date etc.
You can specify a "Credit Limit" for customers only when you subscribe to and activate the "Customer and Credit Management" plugin.
Click on the symbol to bring up the “View Customer Card” page, wherein you can view the customer name | email | phone | address | email | birthday etc.
The application allows you to attach the Customer’s image along with his Customer card for easy identification. You can achieve this by clicking on the exclamation symbol.
The “Choose Customer Image” box would appear wherein you can click on the exclamation symbol and navigate to the folder where the image is kept.
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