Customer Management

Adding a New Customer (Manager / Admin)

1. Go to Customers from the sidebar.
2. Click "Add Customer".
3. Fill in:
   • Name (required)
   • Phone and/or Email (at least one required)
   • Notes (optional)
4. Click Save.

VIP discount

You can give a customer a standing discount that applies automatically whenever they are attached at checkout. Set it on the customer's form. See Per-Customer VIP Discount.

Editing / Deleting a Customer

Click the edit or delete button on any customer row.

INFO

If you delete a customer, past sales linked to them still keep the customer's name on record. Historical data is preserved.

Searching Customers

Use the search box to filter by name, phone, or email. The search is not case-sensitive and matches partial text.

Attaching a Customer at the POS (All Roles)

1. On the POS screen, find the customer search area in the cart panel.
2. Type a customer's name, phone number, or email.
3. A dropdown shows matching results. Click to attach, or press Enter when there is exactly one match.
4. The customer's name appears in your cart.
5. To remove the customer, click the × next to their name.

Viewing Purchase History

On the Customers page, click the eye icon (View Profile) to see a customer's full profile including all past purchases.

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Cashier Access to Customers

By default, cashiers cannot access the customers page or create and edit customer records. An admin can change this in Settings, under the Customers section.

Creating a customer at checkout (when enabled)

If the admin has turned on "Cashiers can create and edit customers":

1. On the POS screen, find the customer search area in the cart panel.
2. Click the button to the right of the search box.
3. Fill in the customer's name, phone or email, and any notes.
4. Click Create Customer. The customer is created and automatically attached to the current cart.

The loyalty discount percentage field is not shown when a cashier creates a customer. Only Managers and Admins can set a loyalty discount percentage.

Editing an attached customer at checkout (when enabled)

1. Attach the customer to the cart using the search box.
2. Click the pencil icon next to the customer's name.
3. Update the details and click Save Changes. The cart refreshes with the updated name.

Accessing the customers page (when enabled)

If the admin has turned on "Cashiers can access the customers page", the Customers link appears in the sidebar. Cashiers can:

• Browse and search the full customer list.
• View a customer's profile, including purchase history and loyalty balance.
• Create and edit customers if the manage toggle is also on.

Cashiers cannot delete customers, even ones they created.

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FAQ

Q: Is attaching a customer to a sale required?

A: No. Walk-in sales work without a customer record.

Q: Can a Cashier add new customers?

A: Only when the admin enables it in Settings. Go to Settings, select Customers, and turn on "Cashiers can create and edit customers". When off, only Managers and Admins can create or edit customer records.

Q: Can a Cashier set the loyalty discount percentage for a customer?

A: No. The loyalty discount percentage field is always restricted to Manager and Admin. This is because it affects all future sales for that customer.

Q: Can a Cashier delete a customer?

A: No. Delete is never available to Cashiers, even when the manage toggle is on.

Q: What information is required for a customer?

A: A name is always required. You must also provide at least one of phone or email.

Q: Can I search by partial name?

A: Yes. Typing "John" will find "John Smith", "Johnny Appleseed", etc.

Q: What characters are allowed in the customer name?

A: Letters (including international characters), spaces, hyphens, apostrophes, and periods.

Q: What if I delete a customer? What happens to their past sales?

A: Nothing changes on past sales. The customer's name was saved as a snapshot at the time of each sale.

Q: Why is my phone number being rejected?

A: Phone numbers must be at least 7 characters. Only digits, spaces, hyphens, parentheses, and the plus sign are accepted (e.g. +1 (555) 123-4567).

Q: Does disabling the cashier manage toggle affect Managers or Admins?

A: No. Turning off either cashier flag only affects cashier accounts. Managers and Admins always have full access.