Customers

Customer records, history and store credit.

Every customer has a single unified record: their online and counter purchases, their addresses, their credit and their reviews.

Viewing customers

  1. Go to Customers → All customers.
  2. You can search by name, email or phone.
  3. Click a customer to open their record:
    • Personal details and addresses
    • Order history
    • Store credit balance
    • Reviews they've written

Customer credit

  • Each customer can build up a credit balance in the store.
  • Credit is generated automatically when a return is approved (if configured that way).
  • The customer can use it as a payment method on their next purchase, both online and at the counter.

Customers in the POS

When making a sale in the POS you can link it to an existing customer (looking them up by name or phone) or create a new one on the spot. That way counter purchases also land in their record.