How to create a new Customer Code or list a customer in Vatrix POS & ERP

A customer code lets you bill a named customer on credit, print their
TRN on the tax invoice, track loyalty points and see their ledger.
Walk-in sales use the default cash customer, so you only create codes
for customers you need to follow up. Available in all editions: ERP,
Laundry, Restaurant, Retail, Retail 2nd Edition, Salon and Weigh
Scale.

Before you start

• Log in as admin or a user with Sales permission.
• Collect the customer’s name, mobile number, TRN (if a business) and
  agreed credit terms.

Steps

1. Open Master → Customer Master. The Customer screen
   opens with the existing list.
2. Click CREATE NEW CUSTOMER. The form clears and a
   new Customer Code is suggested; you can type your own.
   
3. Type the Customer Name and, if needed, the
   Local Description (Arabic name).
4. Enter Contact Number, Email ID,
   Address and Zone.
5. Enter the TRN and tick Apply VAT
   for VAT-registered business customers.
6. Set Payment Terms. For credit customers tick
   Control Credit and enter the Credit
   Amount limit.
7. Choose a Salesman if commissions or salesman
   reports are used.
8. Add a Note (for example delivery
   instructions).
9. Click Update. The customer appears in the list.
   

Import many customers

10. Click DOWNLOAD TEMPLATE, fill the Excel sheet (one
    customer per row), then click BULK CUSTOMER and choose
    the file.

Check it worked

Open Transaction → POS Invoice, click Cus.
Details and type the code or mobile number. The customer’s name
should appear on the invoice.

Common problems

• “Customer code already exists” → pick another code, or search the
  list; the customer may already be there.
• Credit invoice blocked → Control Credit is on and the balance
  exceeds Credit Amount. Receive a payment or raise the limit.
• Bulk import fails → column headers were changed. Download the
  template again and paste your data into it.

Video

FAQ

Can the cashier create a customer during billing?
Yes. On the POS invoice, Cus. Details has an add-customer option that
saves to Customer Master.

Can I set one customer as default? Yes, tick
Default Customer in Customer Master; new invoices start
with that customer.

Can I export my customer list? Click To
Excel in Customer Master.

Need help?

WhatsApp +971 50 428 2953 · sales@vatrixerp.com · 9:30 am–9:30
pm.