Customers Directory

The Customers module lets you manage your shop's relationships with buyers. You can view their purchase history, reward their loyalty, and link their Telegram accounts to send receipts directly.

Viewing Customer Information

You can find the customer list inside User Management by clicking the Customers tab.

The list displays essential information for each customer: - Name and Phone: Basic contact details. - Points & Store Credit: Their current loyalty balances. - Total Spent: The lifetime amount this customer has spent (excluding cancelled orders). - Last Visit: The date of their most recent purchase.

Adding a Customer

Most customers are added automatically during checkout! When making a sale in the POS, simply enter their phone number. If they are a new customer, they will be created instantly, and any points earned from that sale will be applied to their new profile.

You can also view and edit these customer profiles later in the Customers tab.

Purchase History

Click on any customer in the list to open their Profile Card. Here you can see a complete list of their past orders. Clicking on any order in this history will take you directly to the full order details, allowing you to easily track down past purchases or handle returns.

Linking Telegram for E-Receipts

You can offer a seamless experience by sending digital receipts directly to a customer's Telegram account.

To link a customer's Telegram: 1. Open the customer's profile. 2. Click Link Telegram. 3. A QR code will appear on screen. 4. Have the customer scan the QR code with their phone.

Once scanned, their Telegram account is linked. Now, whenever this customer is selected during a POS checkout, you will see a Send via Telegram button on the receipt screen, allowing you to instantly deliver their receipt without printing it.