Adding a New Customer in RAAD ERP

This guide shows you how to add a new customer in RAAD ERP. After you save, the customer appears in your Customers list.

Go to: Masters > Customers

On a computer, point your mouse at the people icon in the left sidebar. On a phone, tap the menu button (☰) at the top left, then tap Masters. The Masters menu opens.

The people icon in the left sidebar opens the Masters menu.

Step 2: Select Customers, then click + Add Customer

In the Masters menu, click Customers. The Customers page opens.

Click + Add Customer at the top right. A form opens on the right.

Step 3: Choose the customer type and enter the name

Choose the Customer Type. B2B (business customer) is selected by default. You can also choose B2C.

Type the Customer Name. The photo and Arabic name are optional.

Choose the Customer Type and type the Customer Name.

Step 4: Enter the contact and address details

The Mobile Number and Email are optional.

Fill in the Building Number, Street Name, City and Postal Code. Then choose the Country from the list.

Fill in the address. Fields marked * are required.

Step 5: Enter the business details

For a B2B customer, type the VAT Number and the CR Number. For Saudi customers, both are required. For customers in other countries, these business fields are optional.

Business Information for a B2B customer: VAT Number and CR Number.

Step 6: Check the payment settings

If needed, enter the Credit Limit (the most credit allowed) and the Credit Days (the number of days the customer has to pay).

You can leave the other fields as they are.

Set the Credit Limit and Credit Days if needed.

Step 7: Click Add Customer to save

Scroll down and click Add Customer at the bottom of the form.

You will see the message "Customer created successfully".

Click Add Customer at the bottom of the form to save.

Step 8: Find the new customer in the list

Your new customer now appears in the Customers list. To find it, type its name in the search box.

The new customer shown in the Customers list.

Important Notes

Fields marked * are required.
For Saudi customers, VAT Number and CR Number are required for B2B. For customers in other countries, these business fields are optional.
If you see Duplicate VAT / CR Number, another customer already uses that number. Check the number first. Only click Save Anyway if you are sure it is correct.
Optional: tick This party is also a supplier to also create a vendor with the same details.