Actions in OrderPad

The following section illustrates different types of actions that you can perform using OrderPad.

Adding New customer

You can add customers by going to the [Add Customer] section.

• Navigate to Add New Customer page from the Smart Grid or the [Customers] option as shown below

• Enter the following details in the Add New Customer page
  • First Name
  • Last Name
  • Email
  • Phone

• Click [SAVE] to save the customer data.

Edit Customer Data in OrderPad

Once customer data is saved, you can also edit the data on the [Customers] page.

• Navigate to the [Customers] page from the option available on the Smart Grid or the Menu. You can see the list of existing customers.

• Select the customer for whom you want to edit the details.
• Once you are re-directed to the customer’s details page click on [Edit] to edit the customer’s First Name, Last Name, and Phone.

• You can add an address by clicking on [Manage address].

• On the Customer Address page click on [Add an Address] and a pop-up will open for entering the details.
• Fill out the fields on the New Address screen.

• Select [Country] and [State] from the drop-down options and then click on [Save].

Note: To make an address as default you can check the box [Make this my default address]