The Rewaa platform allows you to add a customer directly from the sales screen before issuing an invoice, especially if the customer is not already added to the system. This feature streamlines the sales process by enabling real-time customer addition.
Steps to Add a Customer
Access the Sales Screen:
Navigate to:
Sales and Customers > Point of sale > Open Sales Register.
Click on the Customer option.
Open the Customer List:
A list of existing customers will appear.
Click on the (+) button to add a new customer.
Enter Customer Details:
Customer Name: This will appear on the invoice.
Phone Number: Ensure the number is unique and not already registered in the system.
Customer Code:
A unique identifier for the customer.
You can manually input this code based on your internal classification or click Auto Generate Code for an automatic code created by the platform (can include letters and numbers).
Click Add to save the customer details.
⚠️ Ensure that the Customer Name field is enabled in settings for it to appear on the invoice.
Continue the Sales Process:
The customer's name will now appear at the top of the sales screen.
Proceed with adding products and issuing the invoice.
Quick Add Option:
You can also add a customer directly by clicking the (+) icon in the Customer Field before issuing the invoice.
Fill in the necessary details and proceed with the sales process.
FAQs
1. Does adding a customer from the sales screen reflect in the platform’s customer list?
Yes, the customer is added once to the system, either through the sales screen or the customer list.
2. Why isn’t the customer’s name appearing on the invoice?
Ensure the Customer Name option is enabled in settings:
Navigate to Sales and Customers > Sales Settings > Sales Receipts.
Check the box for Customer Name and click Save.
3. Can I add the customer’s tax number during the sales process?
Yes, by clicking More Details, you can:
Add the customer’s tax number, commercial registration, and address.
Include additional notes if needed.
Click Add to save the details in the system.