Customer

Customer Management¶

To manage customer in OpenRxERP we can perform following operations:

1. Add Customer
2. List Customers
3. Edit (Existing Customer)
4. Delete Customer

1. Add Customer¶

To add a customer, navigate to Customer > Add Customer in the navigation bar. This will lead you to the following URL:

http://localhost:8000/customer/add_customer

The "Add Customer (default B2C)" page will look like the screenshot below:

You first need to select the type of customer: Business to Business (B2B) or Business to Customer (B2C).

Example: If the customer is a patient, select B2C (this is the default selection). If the customer is another pharmacy or a business, select B2B.

1.1 If the Customer is B2C Type¶

For B2C customers, fill in the following details:

• Title*: Options include Mr., Mrs., Miss, Master, Prof., Dr., Advocate. If your customer does not fit any of these titles, you may leave this field blank.
• Name*: First name of the customer.
• Surname: Last name of the customer.
• Address Line 1*: Primary address line.
• Address Line 2: Secondary address line (optional).
• Email: Customer's email address.
• Landmark: Nearby landmark for easy location.
• City: City name.
• Pincode: Postal code.
• Phone: Landline phone number.
• Mobile*: 10-digit mobile number.
• Category*: Select from Bronze, Silver, Gold, Platinum. These categories map default discount levels for customers on items eligible for discounts.
• Status*: Choose whether the customer is "Active" or "Inactive." Selecting "Inactive" removes the customer from the selection list on the Sales billing page.

NOTE: Fields marked with * are mandatory.

After filling in all the necessary details, click Save to store the customer details in the database.

1.2 If the Customer is B2B Type¶

For B2B customers, fill in the following details:

• Title*: "M/s" is the only available option.
• Firm Name*: Name of the business or firm.
• Address Line 1*: Primary address line.
• Address Line 2: Secondary address line (optional).
• Email: Firm's email address.
• Landmark: Nearby landmark for easy location.
• City: City name.
• Pincode: Postal code.
• Phone: Landline phone number.
• Mobile*: 10-digit mobile number.
• Category*: Select from Bronze, Silver, Gold, Platinum.
• D.L. 1: First Drug License number.
• Validity of D.L. 1: Validity date of Drug License 1 (opens a calendar for selection).
• D.L. 2: Second Drug License number (if applicable).
• Validity of D.L. 2: Validity date of Drug License 2.
• Food License Registration: Registration number for food license.
• Validity of Food License Registration: Expiry date for the food license.
• GST Registration: Select from Registered, Composition, or Unregistered Dealer (dropdown).
• GSTIN: Enter a valid Indian GST ID.
• State Code: Code of the state as per GST registration.
• State: State name.
• PAN: Permanent Account Number of the firm.
• Status*: Choose "Active" or "Inactive," similar to the B2C type.

Adding "B2B" customer will look present below fields:

2. List Customers¶

List Customer option is present in a page with URL http://localhost:8000/customer/customer_list. The List Customers page allows you to view and manage all existing customers with the following features:

• A search bar is available at the top of the page to search for customers by their name or mobile number.
• Below the search bar, a table displays all customers. The table supports pagination to navigate through multiple pages of customer records.
• When a search is performed using the search bar, the matching customer entries are filtered within the same table, allowing you to quickly find the desired customer(s) without navigating away from the page.

The customer table includes the following columns:

• Customer Name: Displays the full name of the customer.
• Email (Mobile Number): Shows the customer's email address or mobile number.
• Action Buttons:
• Edit: Allows you to modify the customer's details.
• Delete: Allows you to remove the customer from the database.
• B2B Check Mark: A checkmark indicating if the customer is of the B2B type.

3. Edit (Existing Customer)¶

To edit an existing customer, follow these steps:

1. Go to the List Customers page and use the search bar to find the customer by their name or mobile number.
2. Once the customer is listed, click the Edit button next to the customer you want to modify.

You will be taken to a page similar to the Add Customer page, with all the customer details pre-filled (based on the information added while initially saving the customer).

On this page, you will find two additional fields:

• Created At: Displays the date and time when the customer was created.
• Updated At: Shows the date and time of the last update made to the customer's details.

To save any changes, click the Save or Update button at the bottom of the page.

4. Delete Customer¶

To delete a customer, you need to find the customer using the same method described in the Edit Customer section.

Once you have located the customer you want to delete, click the Delete action button next to that customer.

You will be prompted with the message: "Are you sure you want to delete Customer: First Name Last Name of customer or Firm Name?"

You can either press Cancel to abort the deletion or click Confirm. If you click Confirm, the customer will be permanently deleted from the database.