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Customer management

Overview​

[BAWAS] Customer: Add Phone Number in Print & List View-completed. Sales → Customer stores the customer master. The customer list shows Phone and Mobile columns ( Fax removed from the grid). Customer phone prints on sales ORDER and INVOICE PDFs (Print Mini and Print Large) from the same master data. Keyword Search still auto-focuses when the list opens ([BAWAS] Sales: Customer search focus).

Purpose​

Give staff one place to maintain customers used on quotes, sales, returns, and receipts, scan contact numbers from the list, and find customers quickly.

Features​

  • Customer list columns: Code, Customer Name, Phone, Mobile, Email, Contact, Status, ID.
  • Fax no longer shown on the list (still editable on the customer Main tab if needed).
  • Status filter and Keyword Search with auto-focus on load.
  • Pagination (for example 1 to 50 of 469).
  • + New to create a customer.
  • Main, Contacts, and Addresses tabs on the edit screen.
  • Phone, mobile, email, website, and payment terms on the profile.
  • Wallet Amount with history and transfer options.
  • Shortcuts: Wallet History, Sales Invoice History, Receipt History, Sales Return History.
  • Phone and mobile on sales ORDER print-see Sales print-phone and mobile.

Workflow​

Start on the list when you only need to find someone or check numbers; open the edit screen when you need to change data.

Steps

  1. Open Sales → Customer from the top menu.
  2. Confirm the cursor is in Keyword Search (focused border).
  3. Scan Phone and Mobile in the grid before opening a row.
  4. Type part of the name or code and run search, or use Status to filter.
  5. Open a customer to edit Main contact fields.
  6. Enter or update Phone and Mobile on the profile; click Save.
  7. Re-print any open sales orders if contact details changed-see Sales print-phone and mobile.

Validation Rules​

RuleDetail
List columnsPhone and Mobile visible; Fax not on list
Search focusKeyword Search focused when the list first opens
KeywordPartial match on name or code filters the grid
Customer nameRequired on active accounts when editing
Phone / mobileValues on the profile should match list and print
Wallet transferOnly users with permission may move balance between customers
Code uniquenessCustomer code must stay unique across the directory

Screenshot-customer list Phone and Mobile columns​

Sales Customer list with Phone and Mobile columns, Fax removed

Overview​

The Sales → Customer list shows 469 customers with Phone and Mobile as separate columns (for example A-283 with 0374 933 232 and 0764 093 232). Fax is no longer in the grid so staff see the numbers they use daily without horizontal clutter.

Update Phone and Mobile on the customer Main tab; the list refreshes after save. Numbers here feed sales ORDER and INVOICE printouts (for example PHONE: 0755 463 239 on invoice INV-20251215-010—see Sales print-phone and mobile).

Screenshot-customer list search focus​

Sales Customer list with Keyword Search focused and partial query Ahm

Overview​

Keyword Search can still auto-focus when the list opens (for example query Ahm). Status and + New work as before alongside the new contact columns.

Screenshot-customer edit​

Customer edit screen with contact details, wallet balance, and history shortcuts

Overview​

From the list, open a customer to edit Contact Details (Phone, Mobile, email, and others), Wallet Amount, and history shortcuts. Accurate master data here flows into every sale, receipt, and print.

Summary​

Customer management covers the list (Phone, Mobile, no Fax on grid), search focus, and the edit screen. Keep contacts current before large orders; for print layout (phone, mobile, additional info), see Sales print-phone and mobile. For wallet transfers, see Admin-wallet.