How to create a customer

How to create a customer

Use this guide to add a new customer in Raad ERP.

Go to: Masters > Customers > Add Customer

Step 1: Select Customer Type

Choose B2C for individual customers or B2B for business customers. Customer type decides which fields are mandatory.

Step 2: Customer Name

Enter the customer name.

If an Arabic name is required, click the Translation icon on the right side. The Arabic name will appear automatically.

Step 3: Contact Information (Optional)

Add mobile number and email address if available.

Step 4: Address Information

For B2C customers, address details are optional.

For B2B customers, the following address fields are mandatory:

Address Line 1, Building Number, Street Name, City, Postal Code, Country.

Step 5: Business Information

Enter VAT Number

Enter CR Number.

This section is required only for B2B customers.

Step 6: Financial Information (Optional)

Enter opening balance

Enter credit limit,

Enter credit days

Opening balance should be entered only during initial setup.

Step 7: Price Type

Select the applicable price type:

Costing, Retail, Wholesale, Special, or Minimum.

Step 8: Save Customer

Review all entered details and click Add Customer.

After saving, the customer will be available for sales invoices, quotations, payments, and reports.

Need Help? Watch the Tutorial Video