Customers and loyalty

Customers shows who buys from you, what they have spent and what they still owe. You can put customers in groups with a discount, and give them points to spend at your counter.

#The customer list

Open Customers in the dashboard menu (under Sell). On a phone, tap the ☰ button first.

Each row shows the customer, their group, the number of Orders, how much they Spent and what they Owes. A customer with an online badge has an account on your online store.

• Search by name, phone or email.
• Pick a group to see only its members.
• Tick Owes money to see everyone with baki.

Tap a row to open the customer's page.

#Add a customer

Customers are added in three ways:

• At the POS: type a name or phone in the customer box and tap Add "…" as a new customer. See Sell with the POS.
• Here: tap Add customer, fill in Name, Phone, Email, Group, Address and a Note, and save.
• Online: when a customer signs up on your online store.

#The customer page

At the top you see three numbers:

• Orders: how many, and the date of the last one.
• Spent: everything they have bought.
• Owes: what they still have to pay you.

Below that you see every order, with what is owed on each one, their saved Addresses and your Note.

• Tap an order to open it and take a payment. See Orders, returns and exchanges.
• Tap Edit to change their details or group. Untick Active to hide a customer you no longer serve.
• Tap Delete to remove the customer.

#What a customer owes

When a customer pays less than the total, at the POS or on an order, the rest is added to what they owe. You see it:

• in the Owes column and on the customer's page,
• in the POS when you pick the customer (owes …),
• in Orders, with the Money owed filter.

To collect it, open the order and tap Receive payment. For due dates and reminders, see Baki and reminders.

#Customer groups and member discounts

Groups give some customers a fixed discount, for example wholesale buyers or VIPs.

1. In Customers, open the Groups tab.
2. Tap Add group.
3. Type a Name (for example "Wholesale") and a Discount (%).
4. Save.

To put a customer in a group, open the customer, tap Edit and choose the Group.

When you pick a group member at the POS, their discount is added to every item by itself, and the customer box shows … % member discount. You can still change the discount on a single item. The group discount is also added when you make a new order or invoice for them.

The Groups tab shows each group's discount and how many members it has.

#Loyalty points

Customers earn points when they buy and spend them as money off at your counter.

#Turn points on

1. Open Settings → Business and find Customer points.
2. Turn on Give customers points.
3. Set the three numbers:
   • Spend per point: for example 100 means one point for every 100 spent.
   • Points for one reward: for example 100 points.
   • Reward: money off: what those points are worth, for example 50.
4. Turn on Email the customer when a reward unlocks if you like. It needs the customer's email.
5. Tap Save.

Aiyaar shows what this means, for example "A customer who spends 10,000 gets 50 off".

#Earning points

Only POS sales with a customer picked earn points. A walk-in sale earns nothing, so always pick the customer. After the sale, the Sale complete window shows the points earned and the new balance.

#Spending points

1. In the POS, pick the customer.
2. If they have enough points, the cart shows their points and the reward.
3. Tap + next to Use points to use one reward. Tap it again to use more, or − to use fewer.
4. The money off shows under Discounts on the bill.

If a customer does not have enough points yet, the cart shows how many more they need.