Create new customer for billing

Create a New Customer

Create a customer record before preparing invoices, recording payments, managing customer loyalty points, or enabling customer online-order access.

Steps

1. Open the New Customer screen from the Customers section.

2. Under the Basic tab, enter the following required information:

   • Customer ID – Enter the unique customer code. In some XPower setups, this number is generated automatically.
   • Name – Enter the customer or business name.
   • District – Select the customer’s district.
   • City – Select the customer’s city after selecting the district.
   • Address – Enter the customer’s address.
   • SMS Mobile – Enter the mobile number used for SMS communication.

3. Enter customer commercial details where applicable:

   • Area Type
   • Credit Limit
   • Due Days
   • Bill to Bill
   • Customer Status and Customer Color
   • Fax and Email
   • Year of Establishment
   • Field of Business

4. Select the applicable Salesman. More than one salesman can be assigned to the same customer when required.

5. Enter the Discount, Dealer Code, and select the Customer Type:

   • Customer – Standard customer account.
   • Dealer – Dealer customer account.
   • Walk in Customer – Walk-in customer account.

6. Select a Loyalty Group if your company uses the Loyalty module. You may also select the applicable Show Type and add remarks where required.

7. Keep the Active option selected if the customer should be available for transactions immediately. If your company uses customer approval, the new record may require approval before normal use.

8. Open the Contact tab to add contact persons. Enter the contact person’s title, name, contact number, designation, email, date of birth, and remarks. Select Add after completing each contact person’s details.

9. Open the Extra tab to enter optional details such as business type, VAT number, star points, bank details, owner details, purchase officer, customer source, and the customer who introduced the account.

10. Open the Logo Place Upload tab to upload a customer profile image, if needed.

11. Select Save to create the customer.

Important Notes

• The Customer ID must be unique. XPower will not allow a duplicate Customer ID.
• Multiple SMS mobile numbers can be entered using commas.
• Ensure the correct branch is selected before creating the customer, because customer records and related settings are branch-specific.
• When a salesman is selected, XPower creates the customer-to-salesman assignment automatically after saving.
• Customer contacts must be added using the Add button before saving the customer.

After Saving

The customer record is created and becomes available in the customer list. The customer can then be used in sales transactions, opening-balance entries, loyalty management, and other permitted XPower functions.

Common Issues

• Customer ID already exists: Enter a different, unused Customer ID and save again.
• City list is empty: Select the District first, then select the City.
• Contact person is missing after saving: Ensure the contact was added to the contact list by selecting Add.
• Customer is not available for transactions: Check whether the customer is active or awaiting approval.