Learn how to add edit or delete customers on the system.
To manage customers, login as admin, then click on Customers on the left-hand side.
Add New Customer
Click on the “New Customer” button on the right-hand side. Then enter the following data
- Customer Name (required): Enter the customer name in English.
- Customer Name Arabic (required): Enter the customer name in Arabic
- C.R. Number (required): enter the customer’s commercial number.
- Primary contact (required): enter the customer’s primary contact number.
- Primary contact mobile (required): enter the customer’s primary mobile number.
- Primary contact email (required): enter the customer’s primary email address.
- Land line: enter the customer’s land line number.
- Primary Contact Ext: enter the extension of primary contact number.
- C.R Date (required): enter the commercial number date.
- Identity Number (required): enter the customer’s identity number.
- Country (required): Select the customer’s residency country from the drop down menu.
- Region (required): Select the customer’s region from the drop down menu.
- City (required): Select the customer’s city from the drop down menu.
- Address: enter customer’s address
- ZipCode: enter customer’s ZipCode.
- Sector (required): select customer’s business sector from the drop-down menu.
- Package (required): Select customer’s package from the drop-down menu.
- Status: Toggle the button to immediately activate/deactivate customer.
- Customer Type (required): select customer’s business type from the drop-down menu.
- Industry: Select customer’s industry from the drop-down menu.
- Is SFDA: Toggle the button to select whether the client is registered in Saudi Food and Drug Authority or not.
- If Not: Keep the button dimmed. No further action needed.
- If Yes: Select company activity from the drop-down menu.
- Managed: Toggle the button to select whether there’s an account manager or not.
- If Not: Keep the button dimmed. No further action needed.
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If Yes: turn the button on
• Enter account manager Name (required) • Enter account manager mobile (required) • Enter account manager email address (required) • Enter account manager land phone
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Notes: Write any notes you want to add to the customer.
- Username (required): enter the customer admin name and the system will send a random generated password to the customer phone number&email.
Click save on the right-hand side of the lower section.
