Add customers

Go to Customers and choose New customer. Only the company name is required; everything else can be added later.

The details

• Company name and Arabic name — how the customer appears everywhere in RABT and on quotations.
• Type — company, government or individual.
• Phone and WhatsApp — the WhatsApp number is used by the WhatsApp buttons on the customer, quotations and follow-ups.
• Email, address, city and country.
• Currency and payment terms for this customer.
• Preferred language — the language this customer's documents use by default.
• VAT number and tags.
• Owner — the salesperson responsible. A salesperson sees only the customers they own; managers see everyone.

Use the same name everywhere

When you import your sales history, each order is matched to a customer by the customer's exact name in RABT. Keep names consistent with your order records, or the import will report that no customer matches.

Adding many customers at once

If you already have a customer list, import it from a CSV file instead of typing each one.

Next

Open the customer to see the customer page, including their Buying history once orders exist.