Appearance
Customer Profiles & Top Customers Report
Top Customers Report
The Top Customers section appears in the Reports page alongside Top Products and Cashier Breakdown.
| Column | Description |
|---|---|
| Name | Customer name |
| Transactions | Number of purchases in the selected period |
| Total Spend | Total amount spent |
| Avg Order Value | Average amount per transaction |
| Last Visit | Date of most recent purchase |
Click any row to jump to that customer's full profile. Only sales with a linked customer are included. Anonymous walk-in sales are excluded.
Customer Profile Page
How to Access
- From Reports: Click a customer row in Top Customers.
- From Customers list: Click the eye icon (View Profile) on any customer row.
What You'll See
Header Customer name, phone, email, notes, and an Edit button.
Lifetime Statistics
| Card | Description |
|---|---|
| Lifetime Value | Total amount spent across all purchases (all time) |
| Total Visits | Number of completed transactions |
| Avg Order Value | Average spend per visit |
| Last Visit | Most recent purchase date |
| Customer Since | Date of first purchase |
Purchase History Full list of all sales linked to this customer: Sale Number, Date, Items, Total, Payment Method, Status. Voided sales appear with a "VOIDED" badge but do not count toward statistics.
Points Balance (when loyalty is enabled) Clickable badge showing current balance. Click to open the Points History dialog with full transaction log and filters.
FAQ
Q: Who can access customer profiles?
A: Managers and Admins.
Q: Are the profile statistics affected by the report date filter?
A: No. The profile always shows lifetime statistics. The date filter on the Reports page only affects the Top Customers ranking.
Q: A customer has never bought anything. What will I see?
A: An empty state message. Statistics cards show zero values and the history table indicates "No purchases yet."
Q: How can I identify customers who haven't visited recently?
A: Look at the Last Visit date on the profile or in the Top Customers report. A long absence may be a good signal for outreach.
Q: Can I edit a customer's details from the profile page?
A: Yes. Click the Edit button in the profile header.
Q: What does "Customer Since" mean?
A: The date of the customer's first purchase. It is set automatically when their first sale is recorded and never changes.
Q: Can I see voided sales in the customer's purchase history?
A: Yes. Voided sales appear in the history table with a VOIDED badge. They do not count toward any of the lifetime statistics (value, visits, average order).