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Customer Management

The Customer module handles your client database, loyalty groups, account balances (credit), and communication via WhatsApp.

Page Overview​

  • Customers List: A master table of all registered clients.
  • Group Assignment: Shows which loyalty or price group the customer belongs to.
  • Account Balance: Displays the current financial standing (Due or Credit).
  • Communication Tools: Buttons for sending messages to individual or multiple customers.

Core Functions​

1. Registering a Customer​

Click the Plus (+) button to open the "Add New Customer" modal.

  • Name & Phone: Primary identifiers (Phone is required for WhatsApp sync).
  • Group: Assign to a group (e.g., "Regular," "VIP," "Wholesale") to automatically apply discounts in the POS.
  • Beginning Account: Set an initial balance if the customer has an existing debt or credit.
  • Contact Details: Optional fields for Email and Address.

2. Managing Accounts (Credit & Debt)​

  • Due Balance: A positive number in the Account column indicates money the customer owes you (e.g., from an "On Account" sale).
  • Credit Balance: A negative number indicates money the customer has pre-paid or is owed.
  • Payments: To record a payment against a debt, go to the Customer Edit screen and use the Payments tab.

3. WhatsApp Integration​

  • Single Message: Click the WhatsApp Icon next to a customer to send a direct message (Receipt, Reminder, or Custom note).
  • Bulk WhatsApp: Click the large WhatsApp Icon in the table header to:
    • Select a Target Group (e.g., "All Customers" or a specific group like "VIP").
    • Type a broadcast message (e.g., "New Arrivals are here!").
    • The system will queue the message to all valid phone numbers in that group.

4. Exporting Data​

Use the export buttons at the top of the table:

  • PDF: Generates a professional list with account summaries (Due vs. Positive balances).
  • Excel: Downloads the full customer database for external marketing or analysis.

Buttons Reference​

Button/IconLabel/ActionDescription
PlusAdd CustomerOpens the registration modal.
WhatsAppBulk MessageOpens the broadcast message modal for groups.
PencilEditOpens the profile, account history, and payment screen.
PDFPDF ExportDownloads the filtered list as a PDF report.

Usage Tips​

  • Group Discounts: Use Customer Groups to reward loyalty. A "VIP" group with a 10% auto-discount will automatically reduce prices in the POS whenever that customer is selected.
  • Reminders: Link reminders to specific customers for follow-ups (e.g., "Call to settle account").