Add Customer
Create a customer with complete name and contact fields.
Result: Improves receipt tracking and repeat-sales identification.
Customers Guide
How to use Customers
Maintain high-quality customer records to improve service, reporting, and post-sale communication.
Primary Actions
Search & Filter
Use search to locate customers quickly in large lists.
Result: Reduces lookup time during service interactions.
Edit Profile
Update phone, email, and profile fields when changes happen.
Result: Keeps customer records accurate for follow-ups.
Recommended Workflow
- Open Dashboard > Customers.
- Add a new customer with required identity/contact information.
- Use consistent naming to prevent duplicate profiles.
- Review existing entries before creating a new record.
- Update customer details whenever contact data changes.
Best Practices
- Use one canonical format for names and phone numbers.
- Avoid duplicate records by searching first.
- Capture minimum required details for reliable identification.
- Review inactive or stale records periodically.
Operational Notes
Customer-linked Sales
Customer profiles improve transaction context and support history lookup.
Data Quality
Clean customer data strengthens reporting and retention workflows.
Service Speed
Faster customer lookup reduces queue time during busy hours.
Communication
Reliable contact details support promotions and support follow-ups.