VIP Customers
VIP Customers is the customer master-data screen used to create, find and maintain customer accounts used by IMS sales and financial activity. It combines identity, category, contact, financial and partner-company staff information in one record.
Find and filter customers
The customer list can be filtered before selecting a record. By default IMS shows active customers. Use All, Active or Inactive to control account status, and optionally limit the list to one customer category.
The Find area searches by ID, Name, Phone or Staff ID. The list and customer count update as the filter changes.
Customer information
| Section | Field | Purpose |
|---|---|---|
| Basic Info | ID | Customer identifier. It must be unique when creating a new record. |
| Basic Info | Ar. Name / Name | Arabic and English/customer display names. If Arabic Name is left empty, IMS uses the Name value when saving. |
| Basic Info | Category | Assigns the customer to a customer category. |
| Basic Info | Gender | Male or Female. |
| Basic Info | Is Active | Controls whether the customer is active. |
| Contact Info | Phone | Country Code plus Mobile No. The resulting customer phone number must be unique. |
| Contact Info | Address | Customer address. |
| Contact Info | Optional email address. IMS validates its format when saving. | |
| Financial Info | Discount | Customer discount percentage stored on the customer account. |
| Financial Info | Credit Limit / Amount | Enables and defines a credit limit for the customer. |
| Financial Info | Acc. No. | Associated account number. |
| Financial Info | Balance | Current stored customer balance. It is displayed as read-only in this maintenance screen. |
| Partner's or sister company's staff | Company | Associates the customer with a configured company. |
| Partner's or sister company's staff | Staff ID | Optional staff identifier. When entered, IMS requires it to be unique among VIP customer records. |
Create a VIP Customer
- Open Manage → VIP Customers and click New.
- Enter a unique ID.
- Enter the customer's Name. Enter the Arabic name when available.
- Select the customer Category and confirm the account status and gender.
- Enter Country Code and Mobile No.. Add Address and Email if available.
- Set any customer Discount, Credit Limit and Account No. required by your policy.
- If this customer is staff of a partner or sister company, choose the Company and enter the Staff ID.
- Click Save. IMS validates the required fields and duplicate ID, Staff ID and phone number before creating the account.
Relationship with the loyalty customer list
When a new VIP Customer is saved, IMS checks the loyalty customer list for the same Country Code and Mobile No. If no loyalty customer exists for that phone, IMS creates a basic loyalty customer record automatically. This prevents the same new phone from needing to be entered independently in both customer lists.
Edit a customer
Select a customer and click Edit. You can update names, category, active status, contact information, financial settings and partner-company staff information. The customer ID remains read-only while editing.
Click Cancel instead of Save to discard the changes and reload the current record.
Delete a customer
IMS protects customers that already have transactional history. A VIP Customer cannot be deleted when the customer is referenced by sales transactions or cash receipts. If no such activity is found, IMS asks for confirmation before deleting the record.
Permissions
New, Edit and Delete are controlled by the IMS customer-management permission. A user without that permission can still open the screen according to menu access, but the maintenance actions are disabled.