Customers Menu

Purpose

The Customers page is used to search, view, and manage customer data, including quick access to edit, reports, and purchase history.

Main sections

1. Header

   • Shows total customers count.
   • Filter button for advanced filters.
   • Add button to create a new customer.

2. Pencarian Cepat

   • Search field for name/address.
   • Voice search button.

3. Kartu Pelanggan

   • Customer logo (if any).
   • Customer name.
   • Total purchase amount.
   • Quick actions:
     • Edit: open customer edit form.
     • Report: open customer report.
     • 🕘: open purchase history.
   • Additional info:
     • Last transaction date.
     • Created-by user.
     • Short address.

4. Navigasi Data

   • Scroll to load more data.
   • Status below the list: loading or all data loaded.

Advanced filters (modal)

1. Filter by Created (owner/admin only)
   • Search created-by user (min. 2 characters).
2. Shopping recency
   • All
   • 1 Month
   • 1–2 Months

   • 3 Months

Buttons:

• Reset: clear filters.
• Apply: save filters and reload data.

Purchase history (modal)

Tap 🕘 on a customer card to see:

• Customer transaction list.
• Purchase amounts and brief details.

Quick usage flow

1. Search customers by text or voice.
2. Use filters if needed.
3. Tap Edit/Report/🕘 as required.
4. Scroll to load more customers.

Tips

• Use Shopping recency to find inactive customers.
• If results are empty, reset filters and search again.