Adding Customers

This guide explains how to add and manage customers in REVPOS, particularly for VAT registered customers with Buyer Authorization Codes (BAC) or regular customers for record-keeping.

When to Add Customers

You should add customers when:

• Customer is VAT registered and has a Buyer Authorization Code
• Customer is a regular/frequent buyer
• You need to track sales by customer
• Customer requests invoices with their TIN

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Step 1: Access Customers Page

Open Side Menu

1. Press the menu button (three horizontal lines) at the top left of any page
2. From the side menu, select “Customers”
3. You will be navigated to the Customers page
4. Press the red plus button at the bottom right of the screen

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Step 2: Enter Customer Information

You will be presented with the customer registration form.

Required Information

Enter all required customer information:

1. Customer Name
   • Full business or individual name
2. TIN (Tax Identification Number)
   • Customer’s TIN as registered with MRA
   • Required for VAT customers
3. Buyer Authorization Code (if applicable)
   • BAC provided by the customer
   • Will be validated in the next step
4. Contact Information
   • Phone number
   • Email address (if available)
5. Address (if required)
   • Physical or business address

Save Customer

After entering all information:

1. Review the details for accuracy
2. Press the “Save” button to save the customer

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Step 3: Validate Authorization Code

After saving, the customer will appear in your customers list.

Access Customer Options

1. Locate the customer in the list
2. Press the three dots (⋮) next to the customer’s name
3. A menu will appear with three options

Available Options:

• Edit - Modify customer information
• Validate Authorization Code - Verify BAC with MRA
• Delete - Remove customer from system

Validate the Authorization Code

1. Select “Validate Authorization Code” from the menu
2. You will be presented with the validation screen

3. Enter the customer’s authorization code for validation
4. Press “Validate” to verify with MRA servers

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Step 4: Attach Customer to Sale

Once a customer is added and validated, you can attach them to sales transactions.

During Payment Step

When making a sale, at the final payment step:

1. Locate the customer search field
2. Search for the customer’s name

3. Click on the customer’s name from the search results
4. The customer information will be populated at the top

What Happens When You Attach a Customer

When you attach a customer to a sale:

• Customer’s TIN is included in the invoice
• Authorization code is sent to MRA
• Invoice shows customer details
• Sale is linked to customer for history tracking

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Managing Customers

Edit Customer Information

1. Go to Customers page
2. Tap three dots (⋮) next to customer name
3. Select “Edit”
4. Update information as needed
5. Press “Save”

Delete Customer

1. Go to Customers page
2. Tap three dots (⋮) next to customer name
3. Select “Delete”
4. Confirm deletion

View Customer Sales History

From the customers page, you can typically:

• View past transactions for specific customers
• Generate customer-specific reports
• Track customer purchase patterns

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Troubleshooting

Authorization Code Validation Failed

Problem: “Invalid authorization code” or validation error

Solutions:

• Verify the code with the customer
• Ensure the code is entered correctly (check for spaces or special characters)
• Confirm customer is registered with MRA
• Check if authorization code has expired
• Contact MRA for code verification

Customer Not Appearing in Search

Problem: Cannot find customer when searching during payment

Solutions:

• Check spelling of customer name
• Verify customer was saved successfully
• Try searching by partial name
• Return to customers page to confirm customer exists
• Refresh the customer list

Cannot Save Customer

Problem: Save button doesn’t work or shows error

Solutions:

• Ensure all required fields are filled
• Check TIN format is correct
• Verify internet connection
• Check for duplicate customer entries
• Restart app if necessary

Customer Information Wrong on Invoice

Problem: Incorrect details appear on printed invoice

Solutions:

• Edit customer information
• Revalidate authorization code
• Ensure correct customer was selected during sale
• Check for data entry errors

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Best Practices

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Quick Reference

Task	Steps	Location
Add Customer	Menu → Customers → + button	Side menu
Validate BAC	Three dots → Validate Authorization Code	Customers list
Attach to Sale	Search customer name during payment	Payment screen
Edit Customer	Three dots → Edit	Customers list
Delete Customer	Three dots → Delete	Customers list

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Next Steps

Learn how to configure and activate the tourism levy for applicable sales:

Tourism Levy Configuration

Or return to making sales with customer information:

Making a Sale Guide