How to Create a new Customer

1- Navigate to “Sales” in the main menu and click on “Customers.”

2- Click on "New" to start creating a new customer.

3- Fill in the required Customer details

· Type: Specify whether the Customer is "Business" or an " Individual."

· Customer Name in [English / Arabic]: Enter the Customer name in both languages.

· Primary Contact: Provide the first name of the primary contact.

· Last Name: Provide the last name of the primary contact.

· Customer Email: Enter the customer’s email address.

· Customer Contacts: Enter mobile and telephone numbers.

· Currency: Select the currency used for transactions with the customer from the added currencies—see how to add currencies.

· Place of Supply: Specify the location where goods or services are supplied

· Tax Treatment: Select whether the customer is VAT registered from the options—see how to manage VAT.

· Tax registration number (TRN): If VAT registered, enter the tax registration number.

· Buyer ID: Enter the buyer's identification number.

4- Fill in the address details as follows:

· Street: Enter the street name.

· Additional Street: Add any additional street description if needed.

· Building Number: Enter the building number.

· Address Additional Number Include any additional address details.

· Country: Select the country.

· State: Select the state.

· District: Enter the district name.

· City: Enter the city name.

· Postal Code: Enter the postal code.

· Telephone: Enter the telephone number.

· Shipping Address: If the shipping address differs from the billing address, uncheck the “Same as billing address” box (highlighted in the figure above) and fill in the shipping details.

5- Fill in the contact person details as follows:

To add multiple contact persons, click on “Contacting Person,” then “Add,” and fill in the required data.

6- Fill in the others details as follows:

· Trade Account: Select the receivable account associated with the customer from the added accounts—see how to add accounts.

· Tax Account: Choose the tax account.

· Item Account: Select the revenue account where sales from this customer will be recorded.

· Tax Percentage: Specify the tax percentage applied to this customer.

· Salesperson: Choose the employee responsible for interacting with the customer from

the added employees—see how to add employees

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