# How to create a customer

How to create a customer

Use this guide to add a new customer in Raad ERP.



Go to: Masters > Customers > Add Customer


STEP 1: SELECT CUSTOMER TYPE





Choose B2C for individual customers or B2B for business customers. Customer type
decides which fields are mandatory.




STEP 2: CUSTOMER NAME

Enter the customer name.





If an Arabic name is required, click the Translation icon on the right side. The
Arabic name will appear automatically.







STEP 3: CONTACT INFORMATION (OPTIONAL)



Add mobile number and email address if available.




STEP 4: ADDRESS INFORMATION



For B2C customers, address details are optional.

For B2B customers, the following address fields are mandatory:

Address Line 1, Building Number, Street Name, City, Postal Code, Country.




STEP 5: BUSINESS INFORMATION

Enter VAT Number







Enter CR Number.



> This section is required only for B2B customers.


STEP 6: FINANCIAL INFORMATION (OPTIONAL)



Enter opening balance





Enter credit limit,




Enter credit days





Opening balance should be entered only during initial setup.




STEP 7: PRICE TYPE

Select the applicable price type:







Costing, Retail, Wholesale, Special, or Minimum.




STEP 8: SAVE CUSTOMER

Review all entered details and click Add Customer.








After saving, the customer will be available for sales invoices, quotations,
payments, and reports.



Need Help? Watch the Tutorial Video