Customers (Store Level)
Store managers and cashiers can create and manage customer records directly at the store. Customers created at the store sync to HQ and then to all other stores, giving every location access to the full customer database.
Viewing Customers
Navigate to Store Manager > Customers to see the full customer list. The list shows the customer code, name, phone, email, and whether the customer was created locally or synced from HQ. Use the search bar to filter by name, code, phone, or email.
Creating a Customer at the Store
Click "Add Customer" and fill in the customer details:
- First Name and Last Name (required).
- Phone and Email (optional but recommended for lookup purposes).
- Tax ID (optional, required in some jurisdictions for invoicing).
- Address and Notes (optional).
Click "Save". The customer is created in the store's local database and becomes immediately available at the POS Terminal. The record syncs to HQ on the next sync cycle, and from there to all other stores.
A unique customer code is generated automatically. This code can be used for quick lookups at the POS Terminal.
Editing Customer Details
Click on any customer to edit their details. Changes are saved locally and sync to HQ. If the same customer is edited at HQ and at a store simultaneously, the most recent change (by timestamp) takes precedence.
Using Customers at the POS Terminal
Customers created at the store are available immediately at the POS Terminal on the same store. For customers to appear at other stores, the sync cycle must complete first.
For details on attaching a customer to a sale, see the POS Terminal Customers guide.
Permissions
| Permission | Description |
|---|---|
customers.view | View the customer list |
customers.create | Create new customers |
customers.edit | Edit customer details |