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Customers, Sites & Assets

This is your registry — every customer you serve, every physical location they have, and every piece of equipment you maintain there. It's nested: Customers contain Sites, and Sites contain Assets.

Adding a customer

  1. Click Customers in the sidebar.
  2. Click New Customer (top right).
  3. Fill in the side panel that opens:
    • Name (Arabic) — required
    • VAT number — optional, needed later if you'll invoice this customer through ZATCA
    • Phone / contact info
  4. Click Save.

Your new customer appears in the table immediately. Click any row to reopen that customer's details, edit them, or delete the customer (soft-delete — it's removed from your active list, not permanently destroyed).

Searching customers

Use the search box above the table — it searches across customer records as you type.

Adding a site to a customer

  1. Click a customer row to open its details panel.
  2. Scroll to the Sites section below the customer form.
  3. Enter a site name (e.g. "Main Branch") and optionally a zone (e.g. "Warehouse"), then click Add.
  4. Click a site's name to expand it and manage its assets.

Adding an asset to a site

Inside an expanded site:

  1. Enter an asset tag (e.g. AST-HVAC-003) and optionally a category (e.g. "HVAC").
  2. Click Add.

Every asset you add here becomes selectable later when building AMC contract service lines — see AMC Contracts & Visit Scheduling.

Bulk importing via CSV

If you have an existing spreadsheet of customers or assets, skip manual entry:

  1. Click Import on the Customers page (or the Import button inside a site's Assets section, for asset-only imports).
  2. Choose the import type: Customers or Assets.
  3. Upload a .csv file matching the required columns.
  4. After upload, you get a report showing exactly how many rows succeeded and, for any row that failed, which field caused the problem — so you can fix your spreadsheet and re-import just the failed rows.

Required CSV columns:

Import typeColumns
Customersname_ar, name_en, vat_number, cr_number, contact_name, contact_phone, email, billing_street, billing_building, billing_district, billing_city, billing_postal, billing_country, notes
Assetssite_id, customer_id, tag, category, make, model, serial

Only name_ar (for customers) and tag (for assets) are strictly required — leave other columns blank if you don't have that data yet. For assets, site_id and customer_id must match records that already exist in SANAD OS (import your customers and sites first).

What's next

Once you have customers, sites, and assets in place, the next step is wrapping them in an AMC contract — see AMC Contracts & Visit Scheduling.