ADDITIONAL IMPORTANT INFORMATION

If you don’t find a customer’s company name on the quotation/proforma invoices or sale invoice.

First check the nature of the customer—whether he is your actual customer or a walk-in customer. 

Basically, there are two options given: Add new or Add contact.

Add new is used to add your actual customer, while Add contact belongs to walk-in customers. We call walk-in customers “query customers” because they don’t know about our product and service, but there is a probability that they can convert into our customers.

If you know that your customer is a walk-in customer, coming only for the quotes. For that purpose, the user will use the add contact option to add the new walk-in customer’s information. (The user can also get access to add walk-in customers through the sale section. Both sections are used for the same purpose. 

While creating a quotation or proforma invoice, if you find that your customer is a walk-in customer and you are providing him only a quotation, then go to the “Go to” option written in blue font, i.e., “Add Contact.”

Click on Add Contact. 

When you click on the Add Contact option, you will land in a new window, which is about to add walk-in customer information.

Add Walk-In Contact 

Basic information 

• First you see a basic information block. 

• Enter your company name in the given tab, e.g., demo customer. 

• Enter the contact no. of the company. e.g. +971 4 000 0003 

• , A@gmail.com.Enter the email address of the company, e.g. A@gmail.com 

• the websiteEnter website of the company, e.g., www.democustomer.com. 

• business,Click and select nature of business. e.g., general trading. 

• Enter the company type, like the demo customer, Pvt., etc. 

Contact person details 

“Contact person details” refers to that individual in the company who has responsibility for coordination and communications to provide you the required information. 

• Enter the first name of that person, e.g., xy. 

• Enter Last Name, e.g., z. 

• Enter the designation of that person. e.g., Manager 

• Enter the email address of that individual. e.g., democustomer@gmail.com 

• Enter the contact number of that person: +9710000023030.

• “Enter Other Contact Number” means that in any case, if the required person is not reachable, then you can contact another person for the required information. 

• After entering all information, click on the Save button to save the information. 

Once you save the information, go back to quotes/proforma invoice, refresh the page, and then enter again your customer information in all required fields. Now you can see your company name is available in all drop-down sections. Follow the steps explained in “How to Create Quotes/Proforma Invoices.” 

• Click on the “Add New” option. 

• While creating an invoice, if the customer’s company name does not appear in the list but you know they are an actual customer and are not yet recorded in Capi Plan Books, enter their name in the provided field. A blue “Add New” option will appear—click it to create the new customer record. 

• Add new  

Basically, it allows you to create a new customer. Click on it, and a new window comes in front of you. 

the AddClick on the Add New option. 

• Once you click on it, it will take you to the same screen where you can “create a new customer.” 

• To create new customer information, follow the steps explained in the section “How to Create a Customer” in the CAPI plan books. 

• How to Add Project Details (2) 

Click on the choose project option. 

Click and select the option if the required project is given in the drop-down section.

If your project is not given in the below section, just write your project name in the given space. You can see the “Add New” option is given in the drop-down section, written in blue font.

Click on Add new option. 

• Add new project:

Once you click on add new project, you can see a new window come on your screen. Through this page, it allows users to add new projects into the system by entering important project details. 

How to Add New Project 

• the projectEnter project name, e.g., goods import. 

• Click and select a project status like it is planning, initiated, executing, or completed. 

• Select the start date when the project begins, e.g., 11/01/2025. 

• the expectedEnter expected end date of projected completion, e.g., 12/05/2025. 

• Enter the actual end date (if the project is completed). Leave blank if still in progress. e.g., 12/30/2025 

• Click and select the currency in which the project finances will be paid. e.g., AED, USD, etc. 

• Enter the total expected cost for completing this project. e.g., AED 500000 

• the companyEnter the VAT of company registration number, e.g., 0100000. 

• Enter a brief description of the project. Like its objective, scope, or notes, etc. 

• Attached is the relevant project document—drag and drop the drop-down file into the upload box or click “browse file” to select from your device. 

Default Address 

• Enter the building/house number or name, e.g., XYZ trading THE METROPOLIS TOWER. 

• Enter the correct postal/zip code in it, e.g., 122345. 

• Enter the Address Line 1 & 2, e.g., add floor name, street name, block, building name, area, etc., e.g., floor number 0, XX building, West Dubai. 

• Enter the city name, e.g., Dubai. 

• Select or type the state or province. e.g., Dubai 

• Choose the country from the dropdown list. e.g., UAE 

• After completing all required fields, click on the save button located at the bottom to add details of the project to the system. 

• Once you save the project details to the system, go back to the previous page and then fill in all the details. 

• At this time, the user will see their project in the Add project option. Now add all remaining details in the system and create the form. 

• How can we add new items or new services to invoices/quotes/proforma (3)? 

If you don’t find your product name or service name in the “Item section” in the “Add Product table.”

You can directly access it through invoices, quotes, or proforma invoices, write your product/service name in the given space, and then it shows you the option to add a new item. Add the new service in blue font. Click on any option as per your need. 

• Add New Product 

This page gives users access to add products into the inventory system by filling out the necessary information related to product specifications and sales. 

Basic information 

• The first block is based on basic information. 

• Enter the product name or title of the product. e.g., iPhone 17, etc. 

• Enter the group category, like electronics, mobile phones, or groceries.

Ensure that the brand/group has already been created in the ‘brand section.’ Only after creating a brand/group can you select a group category and proceed to create the product. 

Returnable (checkbox) 

Tick the checkbox if the product is returnable.

Excise Product (Check box) 

Tick the checkbox if the product is for exercise duty. 

Description 

• Enter detailed information or specifications related to the product. 

• Enter the picture of the product. 

Product specification. 

• Enter the product size. Like its length, width, height 

• Select the unit of measurement, e.g., cm or inches.

Measurements:
Enter the volume or quantity per unit and select the measurement unit (e.g., ml, L, kg). 

Barcode:
Enter the barcode of the product if available. 

Sales Information 

• Enter the selling price of the product. 

• Select the currency in which the sales price is defined (e.g., AED). 

• Select the applicable VAT tax rate from the dropdown menu. 

• Discount Rate—Enter any applicable discount percentage (e.g., 10.0 for 10%). 

• Save—once all the information is successfully entered, then click on the save button and save it. 

Once you click on the save button, it will show you in the stock list.

Refresh the page. 

Now go and book and enter the batch information against this product.

Now go back to the quotes, proforma, and invoice page, and then enter your item name; this time you get your item name in the given list. 

• Add New Service 

This page gives the user access to add a new service into the system by filling out the necessary information related to the service. 

Basic information 

• The first block is based on basic information. 

• Enter the service name or title provided, e.g., tax service. 

• Choose the department where the service belongs. E.g., legal service. 

Description 

• Enter detailed information or specifications related to service. 

Sales Information 

• Enter the selling price of the service. 

• Select the currency in which the sales price is defined (e.g., AED). 

• Discount Rate—Enter any applicable discount percentage (e.g., 10.0 for 10%). 

• Select the applicable tax rate from the dropdown menu. 

• Save—once all the information is successfully entered, then click on the save button and save it. 

Now go back to the invoice and then enter your service name; this time you get your service name in the given item list.