Customers

The POS system supports customer management to track purchasing history, issue receipts with customer details, and comply with tax identification requirements. Customers are managed from HQ and synced to all stores.

Customer Information

Each customer record includes the following fields:

• Code: A unique identifier assigned automatically (e.g., CUST-00042). This code is used for quick lookups at the POS Terminal.
• First Name and Last Name: The customer's name, displayed on receipts and reports.
• Email: Optional. Used for digital receipt delivery if configured.
• Phone: Optional. Can be used to look up the customer at the register.
• Tax ID: Optional. Required in some jurisdictions for invoicing. This appears on receipts when present.
• Address: Optional. Used for invoicing and delivery purposes.
• Notes: Free-text field for internal notes about the customer (not printed on receipts).

Creating a Customer from HQ

Navigate to HQ Manager > Customers and click "Add Customer". Fill in the required fields (first name, last name) and any optional fields, then click "Save". The customer is created in the HQ database and synced to all active stores on the next sync cycle.

Editing Customer Details

Click on any customer in the list to open the detail page. Update the desired fields and click "Save". Changes sync to all stores automatically. If the customer was originally created at a store, you can still edit their details from HQ.

Deactivating a Customer

Customers cannot be deleted because they may be referenced by historical transactions. Click "Deactivate" on the customer detail page to hide them from search results at the POS Terminal. Deactivated customers remain visible in historical reports. You can reactivate a customer at any time.

Origin Store

Each customer record tracks the store where it was originally created (the "origin store"). Customers created from HQ do not have an origin store. This field is informational and appears in the customer detail view.

Sync Behavior

Customer data syncs bidirectionally:

• Customers created or edited at HQ sync downstream to all stores.
• Customers created at a store sync upstream to HQ, and then downstream to all other stores.

This ensures every store has access to the complete customer database. If two stores create a customer with the same details while offline, both records are preserved with different codes upon sync.

Permissions

Permission	Description
customers.view	View the customer list and details
customers.create	Create new customers
customers.edit	Edit existing customer details