> For the complete documentation index, see [llms.txt](https://docs.lionparcel.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.lionparcel.com/guides/guides-en/features/data-management/customer-data-management.md).

# Customer Data Management

The Customer Management menu is used to manage all customer data registered in the system, both recipients and senders. This way, when making a booking, the user does not need to re-enter the booking details for the same customer.

Through this feature, users can:

* View the complete customer list.
* Filter customers by location.
* View detailed customer information.
* Edit or delete customer data.
* Import customer data in bulk through the Bulk Customer feature.

### A. Main Customer Data Management Page

<figure><img src="/files/230a7f0bc7dc05fdf5899ba281819dfe1beecda3" alt=""><figcaption><p>Figure 1 Customer Data Management</p></figcaption></figure>

**Explanation:**

1. Customer Data Column: The table displays a list of customers with the following information:
   1. Customer name.
   2. Phone number used for contact.
   3. Email (if filled in by the customer).
   4. Full address for delivery or pickup.
   5. District & City, Postal Code, and Address Type.
   6. Created and Updated Date to monitor data changes.
2. Search Feature: The search field at the top can be used to find customers by name or phone number.
3. Filter Feature: Used to filter customer data by location (see the following figure).
4. “Bulk Customer” Button: Allows users to import large amounts of customer data through an Excel file (.xlsx).
5. “Customer” Button: Used to manually add new customer data.

### B. Customer Data Filter

<figure><img src="/files/ff01dd368a30bc626eaea8fe7a7b261f8c74cb18" alt=""><figcaption><p>Figure 2 Customer Data Filter</p></figcaption></figure>

**Explanation:**

1. District, City → Determines the customer's geographic location.
2. Postal Code → Filters customers by a specific area code.
3. Sort By → Displays customers from the newest or oldest data.

Note: This filter is useful for companies with a large amount of customer data in various locations.

### C. Manage Customer Data

<figure><img src="/files/8b9751e1a9d7b249fe757a5076985b06e10a2f60" alt=""><figcaption><p>Figure 3 Manage Customer Data</p></figcaption></figure>

**Explanation:**

1. Click the three-dot button (⋮) in the Manage column to open several action options:

* Details → Displays complete customer information.
* Edit → Edits customer data such as address or phone number.
* View STT List → Displays the list of receipts that have been sent or received by that customer.
* Delete → Deletes customer data from the system.

Warning: Deleted data cannot be restored, so make sure to confirm before deleting a customer.

### D. View Customer Data Details

<figure><img src="/files/d58f2148b4f3dbc9c00553deb0e36d1dbff18a8e" alt=""><figcaption><p>Figure 4 View Customer Data Details</p></figcaption></figure>

**Explanation:**

1. This view shows all customer information in full, including:

* Name, Phone Number, and Email.
* Customer Notes (if any, containing additional information from the admin).
* Customer's Full Address.
* District, City, and Postal Code.
* Address Type (such as home, office, warehouse, etc.).
* Created and Updated Date.

2. In the upper right corner there are two main buttons:

* Edit → To update customer data.
* Delete → To permanently delete customer data.

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