Customers

Customers are managed in the Catalog > Customers section (the Customers tab in the Catalog). The customer database lets you assign customers to tabs and track their purchases. The tab is only visible when the Customers module is enabled.

Customer details

Each customer has the following details:

• First name and Last name — required fields
• Email
• Phone
• Address

When editing an existing customer, the following are also shown:

• Points — loyalty points (visible with the customers.manage_loyalty permission), with a transaction history button
• Credit — the customer's prepaid credit (visible with the customers.manage_credit permission), with a button for managing credit
• Total spent — the cumulative amount (read-only)
• Last visit — date and time (read-only)

Customer table

The table displays the following columns: First name, Last name, Email, Phone, Points, Credit, Last visit. All columns with a bold header can be sorted by clicking the header.

Search and filtering

The search field filters customers by first name, last name, email, and phone.

The filter button (funnel icon) opens a dialog with two toggles:

• Has points — shows only customers with non-zero loyalty points
• Has credit — shows only customers with non-zero credit

Sorting

Customers can be sorted by: First name, Last name (default, ascending), Points, Credit, Last visit. Clicking the same criterion again toggles the sort direction.

Adding a customer

Create a new customer with the + Add button in the Customers tab in the Catalog. Fill in the first and last name (required) and the optional details, then save.

Customers can also be imported in bulk from a CSV file — see the More > Data section.

Assigning a customer to a tab

On the sales screen, the toolbar includes a Customer button. Clicking it opens a dialog with the list of customers. Select the customer you want — their name will appear on the tab.

A customer can also be assigned when creating a new tab (the "New tab" dialog includes a "Customer" field).

Loyalty points

Points are added to the customer automatically when a tab is paid (if a customer is assigned), based on the loyalty program settings (Settings > Finance > General > Loyalty program).

To view the transaction history (points and credit added/deducted), open the customer's edit dialog and click the clock icon next to the Points field. The dialog shows a table with the time, points change, credit change, and a note/reference.

Customer credit

Credit is a prepaid balance the customer can pay with. Credit management opens via the wallet icon next to the Credit field in the customer's edit dialog.

The credit management dialog contains:

• Customer name and the current balance
• Numpad for entering an amount
• Note field — an optional description of the transaction
• Top up — creates a tab for the top-up amount, opens the payment dialog (the customer pays for the top-up), and adds the credit after a successful payment
• Deduct — immediately deducts the entered amount from the credit (active only if the amount does not exceed the balance)

At the bottom of the dialog is a Transaction history button to display all credit and points operations.

Deleting a customer

Delete a customer by long-pressing (long tap) their row in the table, or with the Delete button in the edit dialog. The system checks for dependencies and shows a confirmation dialog.

Exporting and importing customers

In the More > Data section, you can export customers to CSV (first name, last name, email, phone, address) or import them from a CSV file. During import, the system analyzes the file and shows the number of new, updated, and deleted records before confirmation.

For managers and administrators

Modules

The Customers tab in the Catalog requires the Customers module (moduleCustomers) to be enabled. Loyalty points and credit have their own submodules:

Permissions

Without the customers.manage permission, the rows in the table are non-interactive (you cannot open the edit dialog or delete entries).