Customer

Once you open the Customer feature, a list of customers will show up.

Create Customer

To create a customer, proceed with the following steps:

1. Navigate to Customer.

2. Click "Create Customer” (Top right corner)

3. Choose Customer Type:

• You will have an option to create a new customer as:
  • Individual
  • Company

The following information should be inserted:

Customer Information

• Name (Required: Enter the customer's legal name)

  For Individual customers, enter both first and last name.

  • First Name (Required: Enter the customer's first name.)
  • Last Name (Required: Enter the customer's last name.)

• Financial Number (Required: Enter the official financial identification number)

  • Note: This field is only applicable for companies.

• Active Checkbox (Check this box to indicate that the customer is active / Uncheck if the customer is currently inactive)

  • Active ☑ Inactive ☐

• Account Classification (Required: Select an account from the dropdown menu that this customer will be associated with.)

  • The selected account acts as the parent account of this customer in "Chart of Accounts".
  • The options displayed were previously configured in your "Account Classification" settings

• Currencies (Required: Select the default currency for this customer’s transactions)

  • If multi-currency is enabled: options listed depend on the created currencies in the settings (e.g., LBP, USD, EUR).

  Note!

  A customer's transactions can be recorded in various currencies.
  You can select more than one currency, and the system will automatically create sub-accounts based on your selected currencies. (Account number will be the same, differentiated by the addition of the respective currency code)

• Group (Required: Assign the customer to a specific group from the dropdown menu, such as "Retail," "Wholesale," or "Supplier"...)

  • Options listed depend on the created groups in settings.

• Resident Checkbox (Check this box if the customer is a resident)

  • Active ☑ Inactive ☐

  Note!

  Impact of Resident and Non-Resident Checkboxes on the Sales Process

  The "Resident" and "Non-Resident" checkboxes influence how taxes are applied during the sales process. When a customer is marked as Non-Resident, a tax can be added to the invoice level not item level. Additionally, the tax calculation method will differ from that used for resident customers.

• WalkIn POS Checkbox (Check this box if this customer record is specifically for walk-in sales at a Point of Sale (POS))

  • Active ☑ Inactive ☐

  Note!

  • This field is only applicable for individual customers.
  • Important: You can only designate one "WalkIn POS Customer" record for the entire system.

Contact Information

• Email (Optional: Enter the customer’s primary email address.)
• Phone Number (Required: Input the customer’s primary phone number.)
• Mobile Number (Optional: Provide the customer's mobile contact number, if applicable.)
• Fax (Optional: Enter the customer's fax number, if applicable.)
• Website (Optional: Provide the customer's official website URL, if applicable.)

Address Information

• Country (Required: Enter the customer's country of residence or primary business operation, e.g., "Lebanon.")
• Region (Required: Specify the region where the customer is located)
  • Regions are filtered by selected country
• City (Required: Enter the customer's city)
  • Cities are filtered by selected region
• Address (Required: Provide the complete street address, including building name/number and street name.)
• Postal Code (Optional: Enter the customer's postal code, if applicable.)

Additional Information

• Note (Optional: Use this field to add any relevant supplementary information or internal remarks about the customer.)

Manage Customer Related Details:
You can add details like shipping addresses, bank information, and attachments to a customer's profile.

• For company customers: A branch must be created before any additional details can be added.

Branch Information

To add a branch, proceed with the following steps:

1. Navigate to “Branches”

2. Click the “Add Branch” button

   • Once you add a branch, you will have the option to add banks, contacts, and shipping addresses.

3. The following information should be inserted:

   • Name (Required: Enter the full name of the branch.)
   • Phone Number (Required: Input the primary phone number for this branch)
   • Region (Required: Specify the region where the branch is located)
   • Address (Required: Provide the complete street address for this branch, including building name/number and street name.)
   • Postal Code (Optional: Enter the postal code for the branch, if applicable.)

   To remove the branch you’re currently adding, click the “Delete Button”.

Bank Information

If Bank is available, proceed with the following steps:

1. Click the “Add Bank” button

2. Enter Bank Details

   The following information should be inserted:

   • Name (Required: Enter the full, legal name of the bank.)
   • Account Number (Required: Input the unique account number associated with this bank.)

   To delete the bank you’re currently adding, click the Delete button. (Top right corner of the section)

Contact Information

If Contact is available, proceed with the following steps:

1. Click the “Add Contact” button

2. The following information should be inserted:

   • First Name (Required: Enter the contact’'s first name.)
   • Last Name (Required: Enter the contact’s last name.)
   • Phone Number (Required: Input a primary phone number for this shipping location, if applicable.)
   • Email (Required: Enter the contact's email address.)

   To delete the contact you’re currently adding, click the Delete button. (Top right corner of the section)

Shipping Addresses

To add a shipping address, proceed with the following steps:

1. Navigate to “Shipping Addresses”

2. Click the “Add Shipping Address” button

3. Enter Shipping Address Details

   The following information should be inserted:

   • Address (Required: Provide the complete address for this shipping location.)
   • Country (Required: Enter the country for this shipping address.)
   • City (Required: Enter the city for this shipping address.)
   • Postal Code (Optional: Enter the postal code for this shipping address.)
   • Fax (Optional: Enter the fax number specific to this shipping location, if applicable.)
   • Phone Number (Optional: Provide a primary phone number for this shipping location, if applicable.)
   • Mobile Number (Optional: Provide a mobile contact number for this shipping location, if applicable.)

   To delete the shipping address you’re currently adding, click the Delete button. (Top right corner of the section)

Attachments

To upload files, proceed with the following steps:

1. Navigate to “Attachments”

2. Click the “Browse Files” button to select a file or document

   To remove an attachment you’re currently adding, click the Delete button. (Top right corner of the section)

4. Click "Save"

• Once all required information is entered (Top right corner)

Edit Customer

To modify an existing customer's details, proceed with the following steps:

1. Navigate to Customer.

2. Right-click on the desired customer and select "Edit"

The following information could be edited:

Customer Information

• Name (Required: Enter the customer's legal name)
  For Individual customers, enter both first and last name.

  • First Name (Required: Enter the customer's first name.)
  • Last Name (Required: Enter the customer's last name.)

• Financial Number (Required: Enter the official financial identification number for your company)

  Note!

  This field is only applicable for companies!

• Active Checkbox (Check this box to indicate that the customer is active / Uncheck if the customer is currently inactive)

  • Active ☑ Inactive ☐

• Group (Required: Assign the customer to a specific group from the dropdown menu, such as "Retail," "Wholesale," or "Supplier"...)

  • Options listed depend on the created groups in settings.

• WalkIn POS Checkbox (Check this box if this customer record is specifically for walk-in sales at a Point of Sale (POS))

  • Active ☑ Inactive ☐

  Note!

  This field is only applicable for individual customers.
  You can only designate one "WalkIn POS Customer" record for the entire system.

Contact Information

• Email (Required: Enter the customer’s primary email address.)
• Phone Number (Required: Input the customer’s primary phone number.)
• Mobile Number (Optional: Provide the customer's mobile contact number, if applicable.)
• Fax (Optional: Enter the customer's fax number, if applicable.)
• Website (Optional: Provide the customer's official website URL, if applicable.)

Address Information

• Country (Required: Enter the customer's country of residence or primary business operation, e.g., "Lebanon.")
• Region (Required: Specify the region where the customer is located)
  • Regions are filtered by selected country
• City (Required: Enter the customer's city)
  • Cities are filtered by selected region
• Address (Required: Provide the complete street address, including building name/number and street name.)
• Postal Code (Optional: Enter the customer's postal code, if applicable.)

Additional Information

• Note (Optional: Use this field to add any relevant supplementary information or internal remarks about the customer.)

Edit Customer Related Details:
You can edit further details like shipping addresses, bank information, and attachments to a customer's profile.

• For company customers: You'll find these information under the branch section.

Branches:

Edit Branch Information

To edit a branch, proceed with the following steps:

1. Navigate to “Branches”

2. Edit Branch details The following information could be edited:

   • Name (Required: Enter the full name of the branch.)
   • Phone Number (Required: Input the primary phone number for this branch)
   • Region (Required: Specify the region where the branch is located)
   • Address (Required: Provide the complete street address for this branch, including building name/number and street name.)
   • Postal Code (Optional: Enter the postal code for the branch, if applicable.)

   If you want to remove the branch you’re currently adding, click the “Delete Button”.

Shipping Addresses

To edit an existing shipping address, proceed with the following steps:

1. Navigate to “Shipping Addresses”

2. Update Shipping Address Details

   The following information could be edited:

   • Address (Required: Provide the complete address for this shipping location.)
   • Country (Required: Enter the country for this shipping address.)
   • City (Required: Enter the city for this shipping address.)
   • Postal Code (Optional: Enter the postal code for this shipping address.)
   • Fax (Optional: Enter the fax number specific to this shipping location, if applicable.)
   • Phone Number (Optional: Provide a primary phone number for this shipping location, if applicable.)
   • Mobile Number (Optional: Provide a mobile contact number for this shipping location, if applicable.)

   To delete the shipping address you’re currently editing or adding, click the Delete button. (Top right corner of the section)

Banks

To edit an existing bank, proceed with the following steps:

1. Navigate to “Banks”

2. Update Bank Details The following information could be edited:

   • Name (Required: Enter the full, legal name of the bank.)
   • Account Number (Required: Input the unique account number associated with this bank.)

   To delete the bank you’re currently editing or adding, click the Delete button. (Top right corner of the section)

Contact Information (Only applicable for branches of a company)

To edit a contact, proceed with the following steps:

1. Navigate to “Contact Information”
2. Edit Contact Details

The following information could be edited:

• First Name (Required: Enter the contact’'s first name.)
• Last Name (Required: Enter the contact’s last name.)
• Phone Number (Required: Input a primary phone number for this shipping location, if applicable.)
• Email (Required: Enter the contact's email address.)

To delete the contact you’re currently editing, click the Delete button. (Top right corner of the section)

Attachments

To upload or manage attachments, proceed with the following steps:

1. Navigate to “Attachments”

2. Click on “Browse Files” button to select a file or document

   To remove an attachment you’re currently adding, click the Delete button. (Top right corner of the section)

3. Click "Save"

• Once all edits are applied (Top right corner)

View Customer

To view a customer's details, proceed with the following steps:

1. Navigate to "Customer"
2. Click on the desired customer to view

• Upon clicking on the customer, detailed information about the customer will be displayed on the screen.

  • Individual Customer: (Customer Information, Shipping Addresses, Banks, and Attachments.)

  • Company Customer: (Customer Information, Branch Details (Branch Information, Bank Information, Contact Information, Shipment Information), and Attachments.)

Activate Customer

To activate a customer, proceed with the following steps:

1. Navigate to "Customer“
2. Right click on the desired customer
3. Select “Activate”

Upon selecting activate, a pop-message will appear, press “Confirm” to continue.

Deactivate Customer

To deactivate a customer, proceed with the following steps:

1. Navigate to "Customer“
2. Right click on the desired customer
3. Select “Deactivate”

Upon selecting deactivate, a pop-message will appear, press “Confirm” to continue.

To access detailed instructions on common system actions, please refer to the following resource: Common Actions