Add Customer
Onboard a new credit customer. Profile becomes available across all modules immediately.
Auto Code · CUS-LMN111Live · synced to all modules
Account Information
Legal entity & industry
Primary Contact
Privacy: phone & email auto-masked on save
Credit Terms
Drives risk scoring & collection priority
Live Preview
How this customer will appear in the Master
?
Customer Name
CUS-LMN111 • Trading
Contact: —
Terms: Net 30 • Limit: AED 0
Onboarding Checklist
- Auto-generates unique customer code
- Available immediately in Customer Master
- Searchable from global search
- Risk profile initialized & scored
- Privacy masking applied to phone / email
Why this matters
A clean onboarding flow gives Credit Control immediate visibility, prevents duplicate accounts, and ensures every new exposure is scored before the first invoice is raised.