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Customer References

1. Customer References

1.1 Dashboard

The user can view the defined customer references in the system by navigating to the ‘Customer References’ screen in the Master Data from the left navigation panel as follows:

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Figure 1- Customer References Dashboard

  • New Customer References : the user can add a new customer references by clicking New Customer Reference button.

  • Export: the user can export the list as an Excel file by selecting export button.

  • Import: the user can upload the list as an Excel file by selecting import button.

  • Download template: the user can click on ‘Download Template’ to download a certain detail from the dashboard.

  • Filters: the user can search for the shipment by the code, name…..etc.

  • Rows Per Page: the user can select the number of items to show on each page.

  • Action: by clicking on this button the user can edit, delete.

1.1.1 Edit Information

The user can edit the information of an existing customer references by clicking on Edit from Actions by navigating to the ‘Customer References’ screen via the Master Data.

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Figure 2- Edit Information Action
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Figure 3- Edit Information
1.1.2 Delete Customer Reference

The user can delete the information of an existing customer references by clicking on Delete from Actions by navigating to the ‘Customer References’ screen via the Master Data.

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Figure 4- Delete Action

1.2 Add New Customer Reference

The user can create a new customer reference by clicking on New Customer Reference by navigating to the ‘Customer References’ screen via the Master Data.

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Figure 5- Add New Customer References

  • Customer: This field represents the customer's name.

  • Reference One: This field represents the customer's first reference.

  • Reference two: This field represents the customer's second reference.

By clicking on Add, the customer reference will be added successfully