XcodeSol Security Guard Admin Documentation

Clients

Clients represent the companies or individuals that contract security services.

Client Record Fields

| Field | Description | |---|---| | Code | Unique client identifier (auto-generated or custom). | | Name | Client or company name. | | Contact person | Name of the primary contact. | | Phone | Contact phone number. | | Email | Contact email address. | | Outstanding amount | Total unpaid balance (PKR). | | Status | Active or Inactive. |

Workflows

Add a client

1. Go to Main > Clients. 2. Click Add client. 3. Fill in the required fields. 4. Click Save.

Relationship to Locations

Locations are linked to clients by name (the client_name field on locations). When creating a location, select or type the client name to associate it.