Description
This section will guide the User through adding a new Client on the Louman Website.
Prerequisites
Admin must be logged into the system
Adding a new Client process
Step 1: Select the Client details option on the side bar.
Step 2: select the add button on the Client detail screen.
Step 3: Enter information in all the empty text fields, all fields need to be populated with the correct information relating to the Client item being added.
Step 4 : Click on the Save button to proceed with the Client addition or the Cancel button to stop the process.
Step 5: Click on the button on the confirmation notification to confirm the addition or the cancel button to return to the add Client screen.
Exercise
Click the Add button (top left) on the Client detail screen.
Submit a new Client detail with the following details:
|
Field |
Test Data |
|
Username |
JohnS |
|
Password |
John |
|
Confirm Password |
john |
|
User type |
Client |
|
Name |
John |
|
Surname |
Smith |
|
Email address |
johnsmith@gmail.com |
|
ID number |
0023120120395 |
|
Street name |
Hilda |
|
Street number |
23 |
|
City name |
Hatfield |
|
City code |
0020 |
Click the save button to add the Client.
Click the Cancel button to return to Client detail screen.
Summary
You have now learnt how to add a new Client successfully with its corresponding details.
In order to successfully add a new Client all the required fields need to be provided in the correct format.
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