Creating New Customers

Location

`/admin/customers` → Click "➕ New Customer" button

Steps

1. Open Create Customer Modal

   • Click "➕ New Customer" button in top right
   • Modal opens with CustomerForm

2. Fill in Customer Information

   • Email (required): User's login email, must be unique
   • Company Name (optional): Organization name
   • Primary Contact Name (optional): Main contact person
   • Phone (optional): Contact phone number (formatted)
   • Website (optional): Company website URL (validated)

3. Submit

   • Click "Create Customer" button
   • System creates User + Customer in atomic transaction
   • Auto-generates temporary password
   • Returns to customer list with success notification

Backend Process

• Creates User account with `customer` role
• Creates Customer record linked to User
• Transaction ensures both succeed or both fail (no orphaned records)

Validation

• Email must be unique (returns 409 Conflict if duplicate)
• Email must be valid format
• Website must be valid URL format
• Phone format validation (optional but enforced if provided)