# 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

Prepare authorized identity, at least one contact, addresses, group, tax/registration details, payment/credit policy, and opening balance source.

<div id="bkmrk-%F0%9F%9A%A8-importantmake-sure" style="border-left: 4px solid #dc2626; background: #fef2f2; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">Before saving, check that the correct company is open and that you have permission to complete this task.</div>### Where to find it

Back Office → Sales &amp; 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.

<div id="bkmrk-%F0%9F%92%A1-tipcheck-the-saved" style="border-left: 4px solid #2563eb; background: #eff6ff; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">Take a moment to check your work before closing the window. This small check can save time later.</div>### 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.

### Related guides

- [Create a Customer Group](https://docs.muhasiberp.com/link/366)
- [Configure a Customer Opening Balance](https://docs.muhasiberp.com/link/368)
- [Configure Customer Credit and Loyalty](https://docs.muhasiberp.com/link/369)

### What to do next

<div id="bkmrk-%E2%9C%85-next-actioncontinu" style="border-left: 4px solid #16a34a; background: #f0fdf4; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">[**Create a Customer Group**](https://docs.muhasiberp.com/link/366).</div>