Customer Management

Adding a New Customer (Manager / Admin)

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

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.

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

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

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

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: No. Only Managers and Admins can create, edit, or delete customer records. Cashiers can search and attach existing customers at the POS.

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).