Overview 

The Customers feature allows users to manage all customer accounts within the BlueKat platform. 

Customers represent the companies or individuals that purchase products, generate orders, receive invoices, and make payments through the system. 

Each customer record stores essential information such as: 

• Customer name and identification number 

• Customer group classification 

• Contact information 

• Address details 

• Status (Active / Inactive) 

Managing customers correctly ensures smooth order processing, invoicing, and payment tracking within BlueKat. 

 

Accessing Customers 

Navigation Path 

From the Main Dashboard: 

1. In the Manage section. 

1. Click on Customers. 

The Customers screen will display the full list of registered customers. 

 

Customers Screen 

Overview 

This screen displays all customer records and allows users to search, view, and manage customer information. 

Screen Elements 

Element	Description
Search Bar	Search customers by name or description
Add New Button	Opens the form to create a new customer
Customer Name	Name of the customer or company
Customer #	Unique customer identification number
Group Name	Customer group assigned to the customer
Contact Name	Primary contact person
Address	Customer address information
Company Phone	Main phone number for the company
Contact Phone	Phone number for the contact person
Status	Indicates if the customer is Active or Inactive
Actions Menu	Additional options such as edit or manage
Pagination Controls	Navigate between pages of customer records

Status Indicators 

Status	Meaning
Active	Customer can be used in orders and invoices
Inactive	Customer cannot be selected for new transactions

 

Creating a Customer 

Overview 

New customers can be added using the Add New Customer form. 

When selecting Add New, a modal window (desktop) or panel (mobile) will appear allowing users to enter customer information. 

 

How to Create a Customer 

1. Click Add New. 

1. The Add New Customer form will open. 

1. Enter the required customer information. 

1. Click Save to create the new customer. 

 

Customer Form Fields 

Customer Information 

Field	Description
Customer Name	Name of the company or customer
Customer Number	Unique identifier assigned to the customer
Customer Group	Select the group the customer belongs to

 

Address Information 

Field	Description
Address Line 1	Primary street address
Address Line 2	Additional address information
City	City location
State	State or region
Zip Code	Postal code

 

 

Company Contact Information 

Field	Description
Phone Number	Main company phone number
Email	Main company email address

 

Primary Contact Information 

Field	Description
Contact Name	Name of the main contact person
Phone Number	Contact’s phone number
Email	Contact’s email address

 

Status 

Field	Description
Status Toggle	Determines whether the customer is Active or Inactive

 

Buttons 

Button	Action
Save	Creates the new customer
Cancel	Closes the form without saving

 

Mobile View 

On mobile devices, the Customers list appears in a card format for easier navigation. 

Each card displays: 

• Customer name 

• Address 

• Customer number 

• Action menu 

Selecting Add New opens a mobile-friendly form panel. 

 

Best Practices 

• Assign each customer to the appropriate Customer Group for better organization. 
• Ensure the Customer Number is unique. 
• Keep contact information up to date to avoid issues with orders or invoicing. 
• Use Inactive status instead of deleting customers to preserve transaction history.

 

Common Issues

 Unable to Save Customer 

Possible causes: 

• Required fields are empty. 

• Customer Number already exists. 

Contact your system administrator if the issue persists.