Customers

Manage your POS customer database for receipts, credit sales, and customer insights.

7.1 Viewing Customers

1. Go to Sidebar > Customers > Customers
2. Browse the customer list
3. Filter by:
   • Search (name, phone, email)
   • Category (Retail, Wholesale, VIP, Staff)
   • Location area
   • Status (active/inactive)
   • Credit status
   • Recent purchases
   • Birthday month

7.2 Creating a Customer

1. Click Add Customer
2. Enter customer details:
   • Name (required)
   • Phone number(s)
   • Email
   • Ghana Card number
   • Address and location area
   • Birthday
   • Category and price tier
   • Credit limit
   • Photo (optional)
3. Click Save

7.3 Quick Create (During Sale)

1. On the sell screen, click Add Customer > Quick Create
2. Enter name and phone number (minimum)
3. The customer is created and attached to the current sale

7.4 Customer Profile

Click a customer to view their profile:

• Contact information
• Purchase statistics (total spent, transaction count, average sale)
• Customer segmentation and RFM analysis
• Credit status and limits
• Notes and tags
• Recent transactions

7.5 Customer Notes

1. On the customer profile, click Add Note
2. Select the note type: General, Complaint, Preference, or Follow-up
3. Enter the note text
4. Click Save

7.6 Customer Tags

Tags help you segment customers for marketing and analysis:

1. On the customer profile, click Add Tag
2. Enter a tag (e.g. "Birthday Month", "High-Value", "At-Risk")
3. Tags appear on the customer profile and can be used for filtering

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