Customers
The Customers page lets you keep a record of the people who buy from your business. This is useful for tracking repeat customers and building relationships.
How to access
Click "Customers" in the sidebar under Management.
Adding a customer
1
Go to the Customers page
Click "Customers" in the sidebar.
2
Click 'Add Customer'
Click the button to add a new customer.
3
Enter their details
Fill in:
- Name — the customer's full name
- Email (optional) — their email address
- Phone (optional) — their phone number
4
Save
Click "Save" to add the customer to your records.
Editing or deleting a customer
- To edit: Click on a customer in the list, update their details, and save
- To delete: Click on a customer and use the delete option
Linking customers to sales
When processing a sale on the POS screen, you can assign a customer to the transaction. This helps you:
- Track what specific customers buy
- Build a purchase history for each customer
- Offer better service by knowing their preferences
Even though adding customers is optional, it's a great habit that helps you understand your business better over time.