[{"data":1,"prerenderedAt":504},["ShallowReactive",2],{"docs-en-zakaznici":3,"docs-all-en":415},{"id":4,"title":5,"body":6,"description":405,"extension":406,"meta":407,"navigation":408,"order":409,"path":410,"section":411,"seo":412,"stem":413,"__hash__":414},"content\u002Fen\u002Fdocs\u002Fzakaznici.md","Customers",{"type":7,"value":8,"toc":386},"minimark",[9,21,26,29,58,61,96,100,103,107,110,113,127,131,134,138,145,148,152,159,162,166,169,172,176,179,182,214,221,225,228,232,239,242,246,251,261,325,329,380],[10,11,12,13,17,18,20],"p",{},"Customers are managed in the ",[14,15,16],"strong",{},"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 ",[14,19,5],{}," module is enabled.",[22,23,25],"h2",{"id":24},"customer-details","Customer details",[10,27,28],{},"Each customer has the following details:",[30,31,32,43,48,53],"ul",{},[33,34,35,38,39,42],"li",{},[14,36,37],{},"First name"," and ",[14,40,41],{},"Last name"," — required fields",[33,44,45],{},[14,46,47],{},"Email",[33,49,50],{},[14,51,52],{},"Phone",[33,54,55],{},[14,56,57],{},"Address",[10,59,60],{},"When editing an existing customer, the following are also shown:",[30,62,63,74,84,90],{},[33,64,65,68,69,73],{},[14,66,67],{},"Points"," — loyalty points (visible with the ",[70,71,72],"code",{},"customers.manage_loyalty"," permission), with a transaction history button",[33,75,76,79,80,83],{},[14,77,78],{},"Credit"," — the customer's prepaid credit (visible with the ",[70,81,82],{},"customers.manage_credit"," permission), with a button for managing credit",[33,85,86,89],{},[14,87,88],{},"Total spent"," — the cumulative amount (read-only)",[33,91,92,95],{},[14,93,94],{},"Last visit"," — date and time (read-only)",[22,97,99],{"id":98},"customer-table","Customer table",[10,101,102],{},"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.",[22,104,106],{"id":105},"search-and-filtering","Search and filtering",[10,108,109],{},"The search field filters customers by first name, last name, email, and phone.",[10,111,112],{},"The filter button (funnel icon) opens a dialog with two toggles:",[30,114,115,121],{},[33,116,117,120],{},[14,118,119],{},"Has points"," — shows only customers with non-zero loyalty points",[33,122,123,126],{},[14,124,125],{},"Has credit"," — shows only customers with non-zero credit",[22,128,130],{"id":129},"sorting","Sorting",[10,132,133],{},"Customers can be sorted by: First name, Last name (default, ascending), Points, Credit, Last visit. Clicking the same criterion again toggles the sort direction.",[22,135,137],{"id":136},"adding-a-customer","Adding a customer",[10,139,140,141,144],{},"Create a new customer with the ",[14,142,143],{},"+ Add"," button in the Customers tab in the Catalog. Fill in the first and last name (required) and the optional details, then save.",[10,146,147],{},"Customers can also be imported in bulk from a CSV file — see the More > Data section.",[22,149,151],{"id":150},"assigning-a-customer-to-a-tab","Assigning a customer to a tab",[10,153,154,155,158],{},"On the sales screen, the toolbar includes a ",[14,156,157],{},"Customer"," button. Clicking it opens a dialog with the list of customers. Select the customer you want — their name will appear on the tab.",[10,160,161],{},"A customer can also be assigned when creating a new tab (the \"New tab\" dialog includes a \"Customer\" field).",[22,163,165],{"id":164},"loyalty-points","Loyalty points",[10,167,168],{},"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).",[10,170,171],{},"To view the transaction history (points and credit added\u002Fdeducted), 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\u002Freference.",[22,173,175],{"id":174},"customer-credit","Customer credit",[10,177,178],{},"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.",[10,180,181],{},"The credit management dialog contains:",[30,183,184,190,196,202,208],{},[33,185,186,189],{},[14,187,188],{},"Customer name"," and the current balance",[33,191,192,195],{},[14,193,194],{},"Numpad"," for entering an amount",[33,197,198,201],{},[14,199,200],{},"Note field"," — an optional description of the transaction",[33,203,204,207],{},[14,205,206],{},"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",[33,209,210,213],{},[14,211,212],{},"Deduct"," — immediately deducts the entered amount from the credit (active only if the amount does not exceed the balance)",[10,215,216,217,220],{},"At the bottom of the dialog is a ",[14,218,219],{},"Transaction history"," button to display all credit and points operations.",[22,222,224],{"id":223},"deleting-a-customer","Deleting a customer",[10,226,227],{},"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.",[22,229,231],{"id":230},"exporting-and-importing-customers","Exporting and importing customers",[10,233,234,235,238],{},"In the ",[14,236,237],{},"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.",[240,241],"hr",{},[22,243,245],{"id":244},"for-managers-and-administrators","For managers and administrators",[247,248,250],"h3",{"id":249},"modules","Modules",[10,252,253,254,256,257,260],{},"The Customers tab in the Catalog requires the ",[14,255,5],{}," module (",[70,258,259],{},"moduleCustomers",") to be enabled. Loyalty points and credit have their own submodules:",[262,263,264,280],"table",{},[265,266,267],"thead",{},[268,269,270,274,277],"tr",{},[271,272,273],"th",{},"Module",[271,275,276],{},"Description",[271,278,279],{},"Dependency",[281,282,283,298,312],"tbody",{},[268,284,285,292,295],{},[286,287,288,289,291],"td",{},"Customers (",[70,290,259],{},")",[286,293,294],{},"Customer records and purchase history",[286,296,297],{},"—",[268,299,300,306,309],{},[286,301,302,303,291],{},"Loyalty points (",[70,304,305],{},"moduleLoyaltyPoints",[286,307,308],{},"Points program for regular customers",[286,310,311],{},"requires moduleCustomers",[268,313,314,320,323],{},[286,315,316,317,291],{},"Customer credit (",[70,318,319],{},"moduleCustomerCredits",[286,321,322],{},"Credit system for customer accounts",[286,324,311],{},[247,326,328],{"id":327},"permissions","Permissions",[262,330,331,340],{},[265,332,333],{},[268,334,335,338],{},[271,336,337],{},"Permission",[271,339,276],{},[281,341,342,352,362,371],{},[268,343,344,349],{},[286,345,346],{},[70,347,348],{},"customers.view",[286,350,351],{},"View the Customers tab in the Catalog",[268,353,354,359],{},[286,355,356],{},[70,357,358],{},"customers.manage",[286,360,361],{},"Add, edit, and delete customers",[268,363,364,368],{},[286,365,366],{},[70,367,72],{},[286,369,370],{},"View and manage loyalty points, access transaction history",[268,372,373,377],{},[286,374,375],{},[70,376,82],{},[286,378,379],{},"View and manage customer credit (top-ups, deductions)",[10,381,382,383,385],{},"Without the ",[70,384,358],{}," permission, the rows in the table are non-interactive (you cannot open the edit dialog or delete entries).",{"title":387,"searchDepth":388,"depth":388,"links":389},"",2,[390,391,392,393,394,395,396,397,398,399,400],{"id":24,"depth":388,"text":25},{"id":98,"depth":388,"text":99},{"id":105,"depth":388,"text":106},{"id":129,"depth":388,"text":130},{"id":136,"depth":388,"text":137},{"id":150,"depth":388,"text":151},{"id":164,"depth":388,"text":165},{"id":174,"depth":388,"text":175},{"id":223,"depth":388,"text":224},{"id":230,"depth":388,"text":231},{"id":244,"depth":388,"text":245,"children":401},[402,404],{"id":249,"depth":403,"text":250},3,{"id":327,"depth":403,"text":328},"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. 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