Why is the Client Module Needed in ClassicPOS?

• Client – Stores basic personal or company details
• Client II – Captures identification and buyer classification
• Additional Information – Stores extended contact details
• Maintainable Additional Information – Customizable fields
• Address – Billing and delivery addresses
• Sales Information I – Pricing, credit, and membership settings
• Sales Information II – Purchase limits, discounts, and referrals
  

---

How to Create a New Client

1. From the Main Menu, navigate to Master Data and click on Client form.
   

   
   
   
2. The system will redirect users to the Client Module.
   
3. Navigate to the Client Tab located on the left side of the screen in the Client Module.
   

Tab 1: Client 

Client tab is designed to capture all basic client personal information.

The Client Code will be automatically generated when a new client is created.

1. Click on the Client Category at the top right of the screen and select the appropriate category based on the customer type.
   

The Client Module supports two types of client categories, each designed to capture different types of customer information:

1. Personal
   
2. Company

---

Client Category: Personal

The Personal category is intended to store information for individual clients. This category allows users to capture personal details of the customer.

1. Ensure the Client Category is selected as a Personal.
   
   
2. Fill in the name of client to be registered in the Client Name field.
   
3. Fill in all necessary information such as Title, Email, Type, Alternate Lookup, Group, Registered Code, Gender, Nationality, and Date of Birth.
   
4. Enter the search keyword to retrieve the client information.
   
   

   Users may disable the Date of Birth field if it is not required.
5. Click on the save button located on the top left of the screen to save the change made.
   
   

   Users may also click the Save button after filling in all required information across all tabs. However, to prevent data loss, it is recommended to save first.
   

1. Navigate to the Additional Information tab located on the left side of the screen in the Client Module.
   
   
   
2. Fill in the relevant information such as Alternate Name, Alternate Contact Number, Alternate Phone Number, Home Phone Number, Office Phone Number, Mobile Phone Number, Fax Number, Age, Race, Account Number, Income, Additional Information, Tax Number, Tax Code, and Remarks.
   
   

   Field	Description
   Alternate Name	Secondary contact name
   Alternate Contact	Secondary contact number
   Alternate Phone	Alternate secondary phone number
   Home	Home phone number
   Office	Office phone number
   Mobile	Mobile phone number
   Fax	Fax number
   Additional Information	Additional notes or details
   Tax Number	Client tax number
   Age	Client age
   Race	Client race
   Account Number	Client account number
   Income	Client income information
   Tax Code	Tax classification code
   Remarks	Additional remarks or notes

1. Navigate to the Address tab located on the left side of the Client Module.
   
   
   
   

   

   The system provides two types of addresses to be filled in:
   - Billing Address
   - Delivery Address

   
   
2. Enter the Billing Address details.
   
   
   
3. If the Delivery Address is the same as the Billing Address, users may select “Billing Address as Delivery Address”.
   
4. The system will automatically populate the Delivery Address fields.
   
5. Click on Alternate Address to add an additional address for the client.

   

   

   This feature allows users to store multiple addresses (e.g., branch, secondary delivery location, or temporary address) for the same client.
6. Users can select or switch between these addresses when processing transactions.