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Customers

Process Demonstration​

Customers process preview

Executive Summary​

This screen allows authorized users to manage customer records within the fuel station management system. Users can create new customers, edit existing customer profiles, toggle their active status, and delete customers with confirmation.

Business Purpose​

Maintaining an accurate and up-to-date customer master list is essential for credit management, customer tracking, and operational efficiency. This form enables administrators to manage customer information such as contact details, credit limits, balances, and status, ensuring the system reflects current customer data for business transactions.

Operating Procedure​

  1. Add New Customer

    • Click the Add New button.
    • Enter customer details: Name, Phone, Credit Limit, Address, Opening Balance, and Opening Balance Type.
    • Check the Status checkbox to activate the customer if applicable.
    • Click Save to store the new customer record.

  2. Edit Customer Details

    • Locate the customer record in the table.
    • Click the Edit button associated with the customer.
    • Modify the required fields (e.g., Name, Credit Limit, Opening Balance Type).
    • Click Save to update the customer profile.

  3. Toggle Active Status

    • Identify the customer in the list.
    • Click the Set inactive button to deactivate or Set active to reactivate the customer.

  4. Delete Customer

    • Find the target customer in the records.
    • Click the Delete button for the selected customer.
    • Confirm the deletion by clicking Yes or Confirm Delete in the prompt.
    • The system removes the customer record upon confirmation.

Required Inputs​

  • Name: Complete customer name.
  • Phone: Customer phone number.
  • Credit Limit: Numeric credit limit for the customer account.
  • Address: Physical or billing address of the customer.
  • Opening Balance: Numeric value representing the initial balance.
  • Opening Balance Type: Credit (Cr) or Debit (Dr) selection.
  • Status: Checkbox indicating if the customer is active or inactive.

Validation Rules​

  • The Name field must be populated.
  • The Phone field must contain a valid phone number string.
  • The Credit Limit and Opening Balance must be numeric and non-negative.
  • The Opening Balance Type must be selected as either Dr or Cr.
  • Status checkbox can only be checked or unchecked explicitly.
  • Deletion requires user confirmation before removing a customer record.

Expected Results​

  • New customer data is saved and displayed immediately in the customer list.
  • Updates to customer details reflect in the record after saving changes.
  • Active status toggles instantly and changes the customer's availability in the system.
  • Deleting a customer removes the record from the list after confirmation.

Exception Handling​

  • Attempting to save without required inputs results in mandatory field validation errors and prevents saving.
  • Invalid data types or formats trigger inline input validation and reject form submission.
  • Cancellation during deletion closes the confirmation dialog without altering data.
  • If deletion is confirmed but the record cannot be removed due to underlying constraints, an error message is expected but not visible on this screen. Users should verify and retry as appropriate.

This document is system-generated and maintained by the PMS documentation automation pipeline.