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‫לקוחות‬

This is where the main customer page is. We can also check on past and pending
payments here.

Checking and Adding a Customer

● Please remember, you ALWAYS need to check first to see if a customer already
exists before adding a new one.

● To check for a customer put the cursor in the “‫ ”מס לקוח‬box, press F6 and then
the *, you can then type in the customer name and if they exist it will show
underneath. Make sure it is set to search in English and without limitations.

● If they don’t yet exist in the system and you need to create a new customer, put
the cursor in the “‫ ”שם לועזי‬box and type the name (make sure spelling is
correct) and press enter. The system will then assign the customer a temporary
number.

● Go to the “‫ ”כתובת וטלפון‬tab on the left and select the correct country from the
drop down menu under “‫”ארץ‬. Go to the “‫ ”נתוני חברה‬tab and next to the yellow
arrow on the “‫ ”סווג לקוח‬line, select the correct customer type (most of the time
it will be number 10, an individual customer).

● Put the cursor back into the “‫ ”מס לקוח‬box and click on the “ ‫הפיכת לקוח זמני‬
‫ ”ללקוח‬button above. This action turns the customer from a temporary one to a
permanent one. The system will pop up with a request for approval. Once you
approve the system will inform you that it has assigned the customer a
permanent ID number.