Add Branch Customer

A branch customer refers to a client or entity associated with a specific branch of a business, requiring branch-level invoicing and record-keeping.

Adding branch customers in eTIMS (Electronic Tax Invoice Management System) via Slade360 eTIMS APIs helps businesses streamline operations, personalize customer management, and ensure branch-specific compliance with KRA regulations.

Why Add Branch Customers?

1. Streamlined Customer Management
   It maintains branch-specific customer records for improved efficiency.
2. Enhanced Compliance
   It ensures accurate invoicing and tax reporting for branch-level transactions.
3. Personalized Service
   It facilitates better customer service through localized management.
4. Improved Record Keeping
   It creates a clear audit trail for branch transactions.

Steps to Add a Branch Customer

1. Log in to the Slade360 eTIMS Infrastructure
   Access the Slade360 eTIMS infrastructure via Slade360 eTIMS APIs using your administrator or authorized branch credentials.
   Navigate to the Customer Management or Branch Customers module.
2. Select the Branch
   From the organization setup, choose the branch for which you want to add a customer. This ensures that the customer is associated with the correct branch.
3. Access the Add Customer Option
   Within the branch's details or customer management module, click on the Add Customer button.
4. Enter Customer Details
   Provide the following details about the customer:
   1. Full Name
      Enter the full legal name of the customer or business.
   2. KRA PIN (if applicable)
      Include the customer’s Personal Identification Number for VAT transactions.
   3. Contact Information
      1. Phone Number
         Provide a valid contact number.
      2. Email Address
         Add the customer’s email for communication and invoicing.
   4. Address
      Specify the customer’s physical or mailing address.
   5. Customer Category (Optional)
      Classify the customer as either an individual, business, or government entity based on their profile.
5. Assign a Customer Code
   If applicable, assign a unique customer code for internal tracking and identification.
6. Configure Payment Terms
   Set payment terms for the customer, such as:
   1. Credit Terms
      Indicate the number of days allowed for payment (e.g., 30 days).
   2. Payment Mode
      Specify preferred payment methods (e.g., mobile money, bank transfer, cash).
7. Review and Save
   Verify that all details are accurate and complete.
   Click Save or Submit to add the customer to the branch’s customer database.
8. Notify the Customer
   If applicable, inform the customer of their registration, including their customer code or account details.

Best Practices When Adding a Branch Customer

1. Ensure Accuracy
   Double-check customer details, especially KRA PINs, to avoid invoicing errors.
2. Keep Contact Information Updated
   Regularly update customer contact details to maintain effective communication.
3. Categorize Customers
   Use categories to streamline reporting and analysis for business insights.
4. Monitor Customer Activity
   Track customer transactions and payment patterns to ensure timely collections and maintain records.

Benefits of Adding Branch Customers

1. Enhanced Customer Experience
   Personalized attention to customers at the branch level improves satisfaction.
2. Improved Tax Compliance
   Accurate customer records ensure that invoices meet KRA requirements.
3. Streamlined Operations
   Localized customer management reduces bottlenecks and speeds up service delivery.
4. Clear Audit Trail
   Branch-specific customer records simplify audits and compliance checks.