User Guide: Customers Screen - Sewing System

User Guide: Customers Screen - Sewing System Smart Pro ERP

Accessing the Customers Screen:

1. After logging into the system, go to the side menu.
2. Click on "Sewing System" in the menu.
3. Select the node "Operations - 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 detailed 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, where you can 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 foreign language - customer number - tax number - commercial registration - phone number - address in Arabic - address in foreign language - 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 - district - 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.

3. "Refresh" button:

User Guide: Sewing Shapes Screen - Sewing System Smart Pro ERP

Accessing the Sewing Shapes Screen:

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

General steps:

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

Step-by-step detailed instructions:

1. "New" button:

• Steps:

1. Click the "New" button to start adding a new shape.
2. The input fields on the screen will be initialized, where you can enter the details of the new transaction.
3. Enter the required information in the mentioned input fields (shape category - display order - details)
4. Attach the image link by clicking the image link field.
5. Click "Save" to save the transaction.

2. "Save" button:

• Steps:

1. After entering the transaction details, click the "Save" button.
2. The transaction data will be saved in the sewing system.

3. "Delete" button:

• Steps:

1. Select the shape you want to delete from the available shapes.
2. Click the "Delete" button to delete the selected shape.

4. "Refresh" button:

• Click the Refresh button to update the data on the Customers screen.

Data Display Table:

• This table is used to display customer details in an organized way, 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 The following data is included for each item:
• Customer Number: displays the customer number in order.
• Customer: displays the customer name.
• Tax Number: displays the customer's tax number.
• Commercial Registration: displays the customer's commercial registration.
• Address: displays the customer's 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 of available suppliers in the system will appear.
• Select the required supplier from the drop-down list.
• After selecting the supplier, it will appear 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
• Specify the contract start date
• Specify the contract end date Click Add to save the transaction

$$$ Subscriptions $$$

• When the subscriptions node is selected, the input fields on the screen will be initialized, where you can enter the details of the new transaction.
• Enter the required information in the mentioned input fields (payment method - cash box - bank - cheque number - cost center - subscription type - subscription status)
• Specify the discount method
• Percentage from the invoice
• A fixed number of invoices
• Full invoice
• Customer balance
• Activate subscription
• Specify the subscription start date
• Specify the subscription end date

• Click "Save" to save the data.