Features

Customers

The directory of the customers you invoice, quote and sell to: tax treatment, VAT number, national address and contact persons in one profile that fills every new document.

The Customers page (Sales section of the navigation bar) is your organization's directory of the parties you sell to: the hospitals, companies and individuals you issue invoices, quotations and sales orders to. A profile gathers what those documents need in one place (the legal name, the tax treatment, the VAT number, the CR number, the national address and the contact persons), so you pick the customer on a document form and its details are filled in instead of typed every time. The directory belongs to the whole organization: what a colleague adds, you see.

Note:Customers and suppliers are two records: who you sell to is a customer here, who you buy from is a manufacturer in the manufacturer directory. A party that is both is linked across the two records (below), never merged.

The list

The list shows every customer as a card (a link to its page): the display name with a type chip (business or individual), an Inactive badge on a customer hidden from pickers and an Also a supplier badge on one linked to a supplier record, then the legal name and the VAT number (or the tax treatment when the profile carries neither), then the city, email and phone. The search box searches the display name, the legal name, the VAT number, the CR number, the email and the phone together, and the Status (active, inactive, all) and Supplier record (all, also a supplier, customer only) filters narrow the list, which shows active customers only by default.

The customer profile

The New customer button opens the form, in four sections:

Identity: the customer type (business or individual), the display name (required and unique within your organization; what the lists and pickers show), the legal name (printed on invoices and quotations when it differs from the display name), the email, the phone, the website and the currency (SAR by default).
Tax: the tax treatment, the VAT number, the CR number and another identifier for a buyer without a Saudi VAT number (a national ID, a registration or another number ZATCA accepts). Details in the next section.
National address: street, building number, district, city, postal code, additional number and country code (SA by default), plus a shipping address when it differs. This is the buyer address ZATCA requires on a standard invoice.
Contact persons: the people you deal with at the customer (name, job title, email, phone, mobile), one of them the primary contact. Notes are free text, and unticking Active hides the customer from pickers without touching its documents.

Tax treatment

The tax treatment decides what prints in the buyer block of an invoice. VAT registered (Saudi Arabia) is the default and requires the customer's VAT number (15 digits starting and ending with 3); the profile is not saved without it, so pick another treatment for a buyer that has none. Not VAT registered prints the CR number or the other identifier instead of a VAT number, which is what ZATCA requires on a standard invoice to an unregistered buyer. VAT registered (GCC) prints the buyer's GCC VAT number as a GCC-scheme identifier, and Not VAT registered (GCC) and Outside the GCC are treated like an unregistered buyer. The choice also drives what a draft invoice's page lists under what is still missing before issue.

Note:A simplified (B2C) invoice needs only the customer name, so an individual with no VAT number and no address is a valid profile.

On documents

On the invoice, sales order and quotation forms the Customer field searches the directory by name, VAT number or CR number and shows active customers only. Picking one fills the customer name on the document and, on an invoice, the whole buyer block (legal name, VAT number or other identifier, national address) according to its tax treatment; the fields stay editable. From the other direction, the Create invoice and Create sales order buttons on a customer's page open the form filled with it, and the page lists its newest invoices, sales orders and quotations with their counts.

Warning:Every document keeps its own copy of the customer's details as they were when it was written. Editing the profile later changes new documents only, and an issued invoice never changes; a correction is a credit or debit note. Deleting a customer leaves its documents with their details and merely unlinks them.

A customer that is also a supplier

A company you both buy from and sell to needs both records: the customer profile for what you issue to it, and the manufacturer record for what you buy from it (RFQs, purchase orders, authorizations). The Supplier record card on a customer's page links the profile to an existing manufacturer from the list, or creates a supplier record from the profile's details (name, primary contact, address, country) and links it, and Unlink separates the two with both records kept. The reverse works from the manufacturer's page: the Customer record card shows the linked customer, creates a customer profile from the manufacturer, or links it to an existing customer. A supplier record links to at most one customer, and the list marks a linked customer with the Also a supplier badge.

Roles

View: every member sees the directory; a customer's name and address appear on documents everyone sees.
Create, edit, delete and link to a supplier record: sales, purchasing and up.

API and MCP

Everything above is available over the REST API and the MCP server: customers_list, customers_get, customers_create, customers_update, customers_delete, customers_link_vendor and customers_unlink_vendor under the customers.read and customers.write scopes. The create tools for invoices, sales orders and quotations take a customer_id to link the document to a profile; on an invoice the buyer block is copied from the profile wherever its fields were left empty, and customers_get returns the customer's newest documents with their counts.