Adding & Updating Customer Profiles Guide

Registering customer contact details in TRAX Store Management System enables customized service, accurate invoice referencing, and customer identification during checkout.

---

1. Step-by-Step: Adding a New Customer #

1. Open the Customers screen (/home/customers).
2. Click the blue + Add New Customer button (pi pi-user-plus) in the top banner.
3. The entry modal displays the following fields:
   • Customer Name (*): Mandatory full name (minimum 2 characters required).
   • Customer Phone: Mobile or landline contact number.
   • Email: Customer email address (automatically validated for correct email formatting).
   • Address: Physical location, street name, city, and postal code.
   • Notes: Multiline text area for special preferences, delivery instructions, or internal reminders.
4. Click the blue Save Customer button.

Visual Reference: Add / Edit Customer Dialog

(Upload and insert the generated add_customer_dialog image here)

---

2. Built-In Duplicate Prevention Engine #

To prevent fragmented records and duplicate profiles, TRAX POS performs an automatic pre-flight check before saving:

• If another customer already exists with the same Name or same Email Address:
  • The system halts the registration and displays a warning dialog:
    "Customer already registered by Name/Email under ID #XXXXXX".
  • This protects your customer database integrity and prevents duplicate account creation.

---

3. Editing Existing Customer Information #

1. Locate the customer row in the table.
2. Click the amber Edit (Pencil) icon in the Actions column.
3. The dialog opens in edit mode pre-populated with current contact information.
4. Update phone, email, address, or notes.
5. Click Update Customer. Changes synchronize across the cloud server and local terminals immediately.

---

4. Deleting a Customer Profile #

1. Click the red Delete (Trash) icon in the Actions column.
2. A SweetAlert2 confirmation modal prompts: “Are you sure you want to delete customer [Name]?”.
3. Click Yes, Delete.
4. The customer profile is permanently deleted from the database. Any existing past sales receipts remain safely archived in your financial history with customer references cleared.