Create a Customer
How to Create a Customer in Muhasib ERP
Overview
This guide will help you create a customer with valid identity, contacts, address, group, and financial settings.
The customer becomes selectable in sales, quotations, orders, appointments, payments, credits, cheques, returns, SMS, and reports.
Who can do this
You need access to Customer and Customer Add; supporting Contact Type/Customer Group rights when creating those records.
Before you start
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Sales & Customers → Manage Customers.
Create a Customer
Step 1: Choose New Record
Step 2: Enter Customer First Name and other identity fields
Step 3: Select Customer Group when required
Step 4: Add at least one contact; select its Contact Type and enter the value
Step 5: Add approved addresses and tax/registration details
Step 6: Configure active/service-staff/credit/loyalty options only as applicable
Configure active/service-staff/credit/loyalty options only as needed.
Step 7: Enter opening balance separately and only when approved
Step 8: Save
Check your work
Reopen the customer and check contacts, addresses, group, ledger, credit/loyalty state, and selection in a disposable transaction.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Do not alter another customer's contact to bypass uniqueness without identity review.
- Resolve missing fiscal year/accounts before opening balance.