Getting Started

Click the 'Customer List' tab to manage your customers in approved organizations.

Customer List Layout

Searching on the Customer List

The search bar on the Customer List allows you to search for customers of your organization.

Add Customer

Step 1: Click 'Add Customer'.

Step 2: Update the customer details.

Step 3: Select the Organization Name from the dropdown list.

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You may also type in the empty field to search for the organization.

Step 4: The relevant details will be generated once the organization is selected. Enter the Internal ID in the field.

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Internal ID is used to identify other organizations within your organization uniquely.

Step 5: Click 'Add'.

Once the customer is added successfully, a green banner will appear at the top of the customer list.

Edit Customer Details

Step 1: From thew customer list, open the customer you want to edit details.

Step 2: Update the customer’s details.

Step 3: Under customer details, you can edit the billing information if there are any changes to the customer’s billing information.

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You can reset the changes for the billing information if you want to reset it to default information.

Step 4: You can also edit the customer's shipping information if their shipping address differs from their billing address. Uncheck the 'Same as billing information' checkbox to generate the fields to edit.

Optional: Fill in the fields of the shipping information (if any).

Step 5: Click 'Add'.

Once the customer’s details are updated, a green banner will appear at the top of the customer list.

Remove Customer

Step 1: From the customer list, select the customer you want to remove.

Step 2: Click 'Remove'.

Step 3: A confirmation message will appear, click 'Remove'.

Once the customer is removed successfully, a green banner will appear on top of the customer list.