User Manual

Customers

Purpose

Customer management setup.

Procedure

General Settings

Name and Address

Enter the Customer Name
Enter Customer Reference
Select the Customer Type from the drop-down list
Enter the complete Address of the customer
Select the preferred PoS location of the customer
Select the City of the customer from the drop-down list
Enter the CNIC number of the customer
Enter the GST number of the customer

Sub Customer

Enter the Phone number
Enter the Secondary Phone Number
Enter the Fax Number
Enter the E-mail address
Enter the Bank Account Number
Select the Sales Person from the drop-down list

Sales

Select the Customer's Currency from the drop-down list
Select the Sales Type/Price List from the drop-down list
Set the Prompt Payment Discount of the customer
Enter the Arrears at Account Opening
Set the Credit Limit of the customer
Set the Payment Terms of the customer
Set the Credit Status of the customer
Select the Tax Group from the drop-down list

Loyalty Program

Set the Loyalty Discount% of the customer
Set the Loyalty Program End date of the customer
Select the Loyalty Program Status from the drop-down list

Dye Shades

Select the Sub Customer from the drop-down list
Select the Color from the drop-down list
Select the Brand from the drop-down list
Select the Shade from the drop-down list
Enter the Volume of Developer used in Dye
Enter the Development time taken
Select the Artist from the drop-down list
Enter the relevant notes in Comments

Contacts

Click on the Add new button to add a new contact

Enter the required data and click Add button to add new contact

Transactions

It provides the Transaction history of the customer within the selected Time period. Raqim also allows to check specific Transaction type by selecting it from the drop-down list

Sales Orders

It provides the customer Sales Order history. Enter the Order# to search the exact Sales Order or set the time period and Item to search relevant Sale Orders.
Click on the Edit button to edit the sales order

Attachments

Click on the Add new button to add new attachment

Set the Date of attachment
Enter the Document Title
Click on the Choose File button to upload
Click on the Add button to confirm attachment

Tips and Tricks

What will happen if I don't fill Sub Customer form?

If you Add new Customer without filling the Sub Customer form, Raqim will automatically create a sub customer, however, you can edit/add new Sub Customer later

What is the purpose of Dye Shades?

It is used to keep record of customer's Dye Shades history. It helps to keep record of customer's Dye Shade preferences