Customers

This page displays the customers data in a table format.

In the Customers module, pay attention to the Customer Group and Price Group fields of each Customer:

• Customer Group controls which products the Customer can see.
• Price Group controls the pricing of the products the Customer can view.

Features

• The search area supports fuzzy search using keywords, filtering through dropdowns, or a combination of both.
• Click the arrow in the table header to sort data by the corresponding field. Multi-field sorting is supported (based on the order of clicks).
• A pagination component is located at the bottom-right corner of the table for paginated display.
• Click the New Customers button to navigate to the "Add New Customer" page.
• Click on a row in the list to navigate to the Customer's detail page.
• The Status column uses a Switch toggle to enable or disable the Customer. Customers with Status set to Deactivate cannot place orders.
• Buttons on the far right of each row:
  • Invite: Invite the Customer to use the OrderIT App (when there are multiple contacts, all will be invited).

    💡 Tip: Customers not in the Connected status can be invited repeatedly.

  • Show Orders: Navigate to the Orders page and display the selected Customer's order history.

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Add New Customer

This page allows you to create a new Customer.

• Fill in the required fields in the form.
• Optional fields can be completed as needed.
• Click the Save button to submit. Upon success, you will be redirected to the list page.
• Click the Cancel button to clear the entered form data and return to the list page.

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Customer Details & Edit

This page displays the details of a saved Customer and allows editing or deletion.

• The page initially opens in read-only mode. Click the Edit button to enable editing. After making changes, click Save to apply them. The page will return to read-only mode upon successful save.
• In read-only mode, click the Delete button in the bottom-right corner to delete this Customer:
  • A confirmation popup will appear;
  • Click Yes to confirm deletion. Upon success, you will return to the Customer list. This action is irreversible;
  • Click No to cancel and close the popup.