User Guide: Customers Screen - Laundry System

User Guide: Customers Screen - Laundry System Smart Pro ERP

Accessing the Customers Screen:

1. After logging into the system, go to the side menu.
2. Click "Laundry 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 process data in the required input fields.
3. Click "Save" to save the data.

Step-by-step detailed steps:

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 process.
3. Enter the required information in the specified 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 - sales representative - branch - latitudes - longitude - discount percentage - discount start date - discount end date - allowed balance - allowed debt 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 process.

2. "Save" button:

• Steps:

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

3. "Delete" button:

• Steps:

1. Choose 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 desired customer.

Specifications and Data Displayed in the Table:

• The table rows consist of the following columns

It includes the following data 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 dropdown list of available suppliers in the system will appear.
• Select the required supplier from the dropdown 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
• Select the contract start date
• Select the contract end date Click Add to save the process

$$$ Subscriptions $$$

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

• Click "Save" to save the data.