When a customer calls, you have a few seconds to know who they are, what they buy, at what price and what they owe you. The Almawarid Customers record brings it all onto one screen: tax identity, history, balance, negotiated prices and notes, found by typing two letters.
A notebook, a spreadsheet and the salesman's memory
In many companies the customer file is scattered: the tax number in a folder, the phone number in the salesman's mobile, negotiated prices in his head and the balance in the till notebook. The day he is away, nobody knows what price to charge the reseller from Sétif, or whether he paid his last invoice.
The cost shows up every day: a wholesale customer invoiced at the retail price, a forgotten discount, a duplicate created because the name was typed differently, an invoice sent back because the trade register number was missing. Every slip costs a margin, or a customer.
A record that knows everything, and follows you everywhere
Each record first says who the customer is: a business with a tax number, or an individual. For a business you enter the NIF tax number, the NIS statistical number, the RC trade register and the tax article; for an individual, the NIN from the national ID card is enough. You also set your trading terms: a price class if you switch them on (for example semi-wholesale, wholesale or reseller), special prices product by product that take precedence over the class, a default discount and a credit limit.
These settings follow you through the software: as soon as you pick the customer in a quote, a pro forma or an invoice, their prices apply and their discount is pre-filled, and the till charges them the same price as the office. The record also tells their story: invoices, credit notes, payments, the account balance, what they owe or the credit in their favour, and an activity feed where documents, payments and call notes follow one another in order.
The customer, in four screens
- New customer: business or individual, tax identifiers, address and phone; if the same tax number, phone or name already exists, the software shows it before you create a duplicate.
- Special prices: the products at a negotiated price for this customer; they come before the price class and the base price.
- Customer account: total invoiced, total collected and account balance, with Invoices, Credit notes and Payments tabs; drafts and cancelled documents never count in the balance.
- Activity feed: documents, payments, record changes and notes; the “Note” button keeps a memory of every call.
What you gain
- The right price, every time. Price class, negotiated prices and default discount apply by themselves, at the counter and on documents.
- Complete documents. Identifiers entered once on the record print on every invoice, and a missing one is visible before issue.
- A clean file. Excel import, CSV export, and duplicate detection by tax number, phone or name.
- Credit under control. The till respects the customer's credit limit, and the balance is up to date every time you open the record.
- Exemptions tracked. For a customer exempt from VAT on a certificate, you keep the number, the end date and the file, and the customer list warns you thirty days before expiry.
Who is it for?
Customer management serves every business that sells to regular customers: wholesalers and distributors with several price levels, suppliers to companies who must invoice with the right identifiers, shops that sell on credit. It sits at the heart of invoicing, the till and the CRM.
- Wholesalers, semi-wholesalers and distributors
- Suppliers to companies and public bodies
- Pharmacies, drugstores and spare-parts shops
- Business service providers
- Neighbourhood shops that sell on credit
Frequently asked questions
Can we import our current customer file?
Yes, from Excel, with a downloadable template: name, phone, email, address, city, NIF, NIS, RC and AI. The customer list can also be exported to CSV.
How do I handle different wholesale and retail prices?
The owner switches on price classes in the company settings: each product gets a price per class, each customer a class, and that price applies at the till and on documents. A negotiated price on the record always comes first.
What if a customer goes over their credit limit?
The till refuses a credit sale that would exceed the limit. A limit of zero means no limit.
Is our customers' data protected?
Customer contact details and identifiers are stored encrypted in the database, and only your company can access them; the exemption certificate is a private file.
What is the Wholesaler box for?
It marks wholesale or reseller customers, who appear on the État 104, the annual customer statement prepared in the Accounting module. For your filing obligations, check with your accountant.
See the Customers module on your own business
Send us an extract of your customer file before the demo: we show you the import, your price classes and the account of one of your real customers.
- The demo. An advisor shows you the Customers module on your own business, online and on your screen, and answers your questions. Request a demo.
- The trial version. It is switched on with an advisor during the demo, on your own account: your real products, your real customers, and 14 days to work in it. Create your account to request it.
- The customisation workshops. During the trial, we adapt the screens, documents and settings with you to the way you work. These workshops are free.
You only pay if you decide to continue, and prices are shown before you start on the pricing page (in French).
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