Step 1: Adding Customer Group
1. Navigate to Customer Group:
– On the admin dashboard, click on “Customer group” menu under customer section located on the left side panel.
– Thus taking you to Customers Groups page where customer groups can be managed.
2. Add Customer Group:
– On the Customer Groups page, click on the “Add Customer Group” button.
– Fill out all mandatory information in customer group form provided.
– Submit this form so that a new customer group can be created.
Step 2: Adding Customer
1. Navigate to Customers:
– On the admin dashboard left sidebar, click on “Customers” menu
– This will lead you to customers page where existing clients are managed and new ones added.
2. Add Customer:
– Click on ‘Add customer’ button from customers page
3. Fill Out The Required Information:
– Fill all required fields of customer form
* Complete all necessary fields (2nd part)
– Press submit for creating a new customer entry
By following these steps, it is possible to effectively manage clients by grouping them together and adding individual details of each client whenever required. This systematic procedure assists in maintaining clear records of relations with customers which leads to efficient management of customers in your system. Customize fields and process flow according to different business needs or practices for managing customers.