Customers

How to add, find, and open a customer — explained step by step for shop staff.

What is this page?

The Customers page is your address book of borrowers. Before you can give a gold loan (pledge), the person must exist here as a customer.

Route: Parties → Customers (/parties/customers).

Title — “Customers” at the top left.
Manage Columns — show/hide table columns (Customer ID, Name, Mobile, Address, etc.).
Filter — search by name, mobile, area; badge shows how many filters are active.
New Customer — red button top right (only if you have permission).
Table — one row per customer; eye icon opens full details.
Empty state — if no customers yet, you see a friendly message and New Customer button.

Open Customers
Left sidebar → Parties → Customers.
Click New Customer
Top right → click the red button New Customer. A popup (modal) opens.
Fill basic details
Enter at least:
- Customer name (required)
- Mobile number (very important for search later)
- Salutation (Mr / Mrs / Ms) if shown
- Relation (example: S/o, W/o) if your shop uses it
Fill address
- Address line
- Area (pick from list — comes from Area Master)
- City, state, pincode
Fill identity (if required by your shop)
- Aadhaar number
- PAN number
- Upload profile photo or ID scans if the form has upload boxes
Save
Click Save (or Submit) at the bottom of the popup.
Wait until you see a green success message. Do not close early.
Open the customer for a pledge
Find the new row in the table → click the eye icon → in customer details click Add Pledge (see Create a pledge).

Use Filter
Click Filter → type mobile number or name → apply.
Open details
Click eye on the correct row. Double-check mobile number so you do not open the wrong person.

Open customer details
Eye icon on the row.
Click Edit Customer
Top right → Edit Customer (outlined button).
Change fields and save
Update mobile, address, or documents → save. Old pledges stay linked to this customer.

Always search by mobile before creating — avoid duplicate customers.
Keep Aadhaar/PAN photos clear if you upload them — helps during audits.
If Delete is available, use only when admin allows; deleting may be blocked if pledges exist.

Problem	What to do
No New Customer button	Ask admin for “add customer” permission
Customer not in list after save	Refresh page; check branch in app bar
Cannot delete	Customer may have active pledges — ask admin
Wrong customer opened	Close and search again by full mobile number