This guide provides step-by-step instructions for creating a new customer in Tijarah360, including managing addresses and assigning credit settings.

Step 1: Basic Customer Details

1. Full Name: Enter the customer's full name.
   Example: "Ahmed Al-Farhan"

2. Phone Number: Input the customer's contact number with the appropriate country code.
   Example: "+966 555123456"

3. Email: Add the customer's email address for correspondence.
   Example: "ahmed.alfarhan@example.com"

4. VAT Number: If the customer is a business entity, enter their VAT registration number.
   Example: "987123456789"

5. Group: Categorize the customer into a group, such as "Retail" or "Corporate."
   Example: Select "Corporate Client."

Step 2: Credit Details

1. Allow Credit: Toggle ON to enable credit transactions for the customer.
   Use Case: Use for trusted customers or businesses with whom you have a credit arrangement.

2. Blocked Credit: Toggle ON to temporarily prevent credit transactions without blacklisting the customer.
   Use Case: For customers with delayed payments.

3. Blacklist Customer: Toggle ON to prevent the customer from making any transactions due to violations or non-payment.
   Use Case: Customers with repeated fraud attempts or policy breaches.

Step 3: Special Events

1. Add Special Events: Record specific dates for personalized communication or promotions. Use the + Add button to include events.

   • Date of Birth: Celebrate birthdays with offers.
     Example: "15/05/1990"
   • Anniversary: Send personalized promotions for anniversaries.
     Example: "10/10/2015"

2. Add any other relevant events as required.

Step 4: Manage Addresses

1. Navigate to the Addresses section.

2. Click + Add Address to include the customer's address details.

   • House/Flat/Block: Input the specific location identifier.
     Example: "Flat 10B"
   • Full Address: Add the complete address.
     Example: "King Fahd Road, Riyadh, Saudi Arabia"
   • Type: Specify the type of address (e.g., Home, Office).
     Example: "Office"

3. Repeat the process to add multiple addresses if needed.

Step 5: Save Customer Details

1. After entering all required details, review the information for accuracy.
2. Click Create to finalize the customer profile.

Example Workflow: Creating a Corporate Customer

1. Basic Details:

   • Full Name: "Ahmed Al-Farhan"
   • Phone Number: "+966 555123456"
   • Email: "ahmed.alfarhan@example.com"
   • VAT Number: "987123456789"
   • Group: "Corporate Client"

2. Credit Details:

   • Allow Credit: Enabled
   • Blocked Credit: Disabled
   • Blacklist Customer: Disabled

3. Special Events:

   • Date of Birth: "15/05/1990"
   • Anniversary: "10/10/2015"

4. Addresses:

   • House/Flat/Block: "Flat 10B"
   • Full Address: "King Fahd Road, Riyadh, Saudi Arabia"
   • Type: "Office"

5. Save: Click Create to finalize.

Use Case Scenarios

• Retail Customers: For tracking purchases and offering loyalty rewards.
• Corporate Customers: For managing bulk orders and VAT-compliant invoices.
• Blocked or Blacklisted Customers: To manage customer accounts with overdue payments or policy violations.