Customers & Loyalty
Customer profiles, loyalty program, gift cards, discount presets, agencies, and customer analytics
Customers
Navigate to: Dashboard → Customers
Adding a Customer
- Click New Customer
- Enter: Name (required), Phone (required), Email (optional), Date of Birth (optional), Address (optional)
- Click Save
Customer Profile
Click a customer to view: contact details, order history, loyalty points balance and tier, gift card balances, price list assignment, and all quotations/invoices linked to this customer.
Customer Statements
Generate a financial statement: open the customer profile → Click View Statement → select date range → the statement shows invoices, payments, and credit notes with a running balance. Click Print Statement for PDF.
Customer Payment Ledger
Complete payment history across all invoices, including unapplied payments and allocations.
Agencies / Organizations
Navigate to: Dashboard → Agencies
Agencies represent businesses that place orders. Create agencies with name, contact person, position, phone, and address. Agencies can be selected when creating quotations and invoices.
Loyalty Program
Navigate to: Dashboard → Loyalty Program
Customers earn points on orders. Tiers: Bronze (1x), Silver (1.5x at 500+ points), Gold (2x at 1,000+ points). Redeem points at checkout.
Discounts
Navigate to: Dashboard → Customers → Discounts
Create named discount presets (e.g., "Staff Discount 10%") with type (Percentage/Fixed), value, and optional minimum order threshold. Appear as quick-select buttons at POS.
Gift Cards
Navigate to: Dashboard → Customers → Gift Cards
Issue cards with unique code and starting balance. Redeem via Gift Card payment method at checkout. View transaction history per card.
Price Lists
Assign customer-specific pricing for wholesale, VIP, or staff purchases. See Price Lists & Dynamic Pricing.