Customer Management 👥

Building strong relationships with your customers is key to business success. The Customers module helps you manage customer information, track purchase history, and communicate effectively with your customer base.

Customer Overview

Navigate to Customers from the main menu to access:

  • Dashboard: Customer metrics and overview
  • Customer List: View all customers
  • Add Customer: Create new customer records
  • Customer Groups: Organize customers into groups
  • Communication Tools: Email, SMS, WhatsApp campaigns
  • Feedback & Ratings: Collect and view customer feedback

Adding Customers

Create customer profiles to track purchases and build relationships:

  1. Go to Customers → Add Customer
  2. Fill in customer information:
    • Name: Full name of the customer
    • Email: Email address (for receipts and campaigns)
    • Phone: Phone number (for SMS and WhatsApp)
    • Address: Physical address (for deliveries)
    • Date of Birth: For birthday offers and promotions
    • Notes: Any additional information
  3. Click "Save" to create the customer

💡 Tip

Quick Add: You can also add customers on the fly during checkout. Just search for a customer, and if they don't exist, click "Add New Customer" right from the checkout screen!

Managing Customers

Customer List

View and manage all your customers:

  • See all customer records in one place
  • Search customers by name, email, or phone
  • Filter by customer groups
  • View customer purchase history
  • Edit customer information
  • View customer statistics

Navigation: Customers → Customer List

Customer Dashboard

Get an overview of your customer base:

  • Total number of customers
  • New customers this month
  • Customer growth trends
  • Top customers by sales
  • Customer lifetime value

Customer Groups

Organize customers into groups for better management:

Creating Customer Groups

  1. Go to Customers → Customer Groups
  2. Click "Add Group"
  3. Name your group (e.g., "VIP Customers", "Wholesale", "Regular")
  4. Set group-specific settings:
    • Special pricing or discounts
    • Credit limits
    • Communication preferences
  5. Assign customers to the group
Groups Are Powerful: Customer groups let you apply special pricing, send targeted campaigns, and manage customers more effectively. Use them to segment your customer base!

Customer Communication

Stay in touch with your customers through multiple channels:

Email Campaigns

Send marketing emails to your customers:

  • Create email campaigns
  • Target specific customer groups
  • Send promotions and offers
  • Track email open rates
  • Schedule campaigns

Navigation: Customers → Communication → Email Campaigns

SMS Campaigns

Send text messages to customers:

  • Send SMS promotions
  • Notify customers about orders
  • Send payment reminders
  • Target specific customer groups

WhatsApp Messages

Integrate with WhatsApp Business:

  • Send WhatsApp messages to customers
  • Share invoices and receipts
  • Send order updates
  • Two-way communication

Notifications

Send push notifications:

  • Order confirmations
  • Payment receipts
  • Delivery updates
  • Promotional notifications

💡 Tip

Communication Best Practice: Don't over-communicate! Send valuable, relevant messages. Too many messages can annoy customers and lead to unsubscribes.

Purchase History

Track all customer purchases:

  • View complete order history for each customer
  • See total lifetime value
  • Identify favorite products
  • Track return and exchange history
  • View payment history
  • See outstanding balances

Feedback & Ratings

Collect and manage customer feedback:

  • View customer ratings and reviews
  • Respond to feedback
  • Track customer satisfaction
  • Identify areas for improvement
  • Showcase positive reviews

Customer Reports

Generate customer analytics:

  • Customer List Report: Export customer database
  • Purchase History: Detailed purchase reports
  • Customer Lifetime Value: Calculate customer value
  • New vs. Returning: Track customer acquisition
  • Top Customers: Identify your best customers

Best Practices

  • Complete Profiles: Fill in as much customer information as possible—it helps with personalization
  • Regular Communication: Stay in touch with customers through campaigns and updates
  • Use Groups: Organize customers into groups for targeted marketing
  • Track Feedback: Monitor customer feedback and respond promptly
  • Respect Privacy: Always get permission before adding customers to marketing lists
Data Privacy: Always respect customer privacy and comply with data protection regulations. Only collect information you need and use it responsibly.

💡 Related Topics

Learn more about: Processing Sales, Customer Reports, and Business Tools.