User Guide: Customers Screen

User Guide: Customers Screen - Sales System Smart Pro ERP

Accessing the Customers Screen:

1. After logging into the system, go to the side menu.
2. Click on "Sales System" in the menu.
3. Select the node "Customers - Customers".

$$$ Basic Data $$$

Adding a New Customer:

General steps:

1. Click "New" to start adding a new customer.
2. Enter the transaction data in the required input fields.
3. Click "Save" to save the data.

Step-by-step instructions:

1. "New" button:

• Steps:

1. Click the "New" button to start adding a new customer.
2. The input fields on the screen will be initialized, allowing you to enter the details of the new transaction.
3. Enter the required information in the mentioned input fields (group - customer name in Arabic - customer name in English - customer number - tax number - commercial register - phone number - address in Arabic - address in English - region - representative - branch - latitudes - longitude - discount percentage - discount start date - discount end date - allowed balance - allowed credit days - collection discount percentage - collection discount due days - email - country - city - neighborhood - street name - building number - additional information - postal code - website - visit status - number of branches) - You can enable notifications by checking them.
4. Click "Save" to save the transaction.

2. "Save" button:

• Steps:

1. After entering the transaction details, click the "Save" button or press F2.
2. The transaction data will be saved in the Sales System.

3. "Delete" button:

• Steps:

1. Select the customer you want to delete from the customer list.
2. Click the "Delete" button to delete the selected customer.

Data Display Table:

• This table is used to display customer details in an organized manner, and you can click the customer column to select the required customer.

Specifications and Data Displayed in the Table:

• The table rows consist of the following columns Each item includes the following data:
• Customer Number: displays the customer number in order.
• Customer: displays the customer name.
• Tax Number: displays the customer tax number.
• Commercial Register: displays the customer commercial register.
• Address: displays the customer address.

Adding and Editing Customers in the Table:

• You can search for a customer by typing the customer name or number in the search box above the table.
• Click the supplier column in the table.
• A drop-down list will appear showing the suppliers available in the system.
• Select the required supplier from the drop-down list.
• After selecting the supplier, it will be displayed in the table with its data.
• You can edit the data as needed.

$$$ Contract Data $$$

• After selecting the customer for whom you want to create a contract
• Set the contract start date
• Set the end date
• Click Add to save the transaction

$$$ Subscriptions $$$

• When the Subscriptions node is selected, the input fields on the screen will be initialized, allowing you to enter the details of the new transaction.
• Enter the required information in the mentioned input fields (payment method - cash register - bank - cheque number - cost center - subscription type - subscription status)
• Select the discount mechanism:
• Percentage of invoice
• Fixed number of invoices
• Full invoice
• Customer balance
• Activate subscription
• Set the subscription start date
• Set the subscription end date

• Click "Save" to save the data.