Navigating the Customers Page in Hashio's Fulfillment Module

Created by Customer Success, Modified on Tue, 23 Sep at 1:01 PM by Customer Success

Navigating the Customers Page in Hashio's Fulfillment Module

 

1. Access the Fulfillment Module 0:00

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  • Open the Hashio application.

  • Click on 'Fulfillment' located on the left-hand side of the screen.

  • Select 'Customers' at the top of the Fulfillment section.

 

2. View Customer List 0:14

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  • You will see a list of customers associated with your facility.

  • Each entry displays the customer's name.

 

3. Access Customer Details 0:22

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  • Click on a customer's name to view detailed information.

  • Customer details include: 

    • License number

    • Address

    • Option to delete the customer if needed.

 

4. Filter Customers 0:31

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  • Use the filter option at the top to search for customers by name.

 

5. Add a New Customer 0:31

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  • Click on the option to add a new customer.

  • Fill out all required fields in the form.

  • Click 'Save' to add the new customer.

Link to Loom

https://loom.com/share/e036f1e9561541738ab1ff489a328214

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