Managing customers

Go to the Customers menu to view and manage your shop's customer list.

  1. Click Add customer, enter the Customer name (required), Phone number, Email, Note, and pick a Customer group if applicable (optional).
  2. Click Edit customer to update their details, or Delete to remove them from the system permanently (a confirmation is required).

You can also quickly add a new customer right from the sales screen without leaving it — see the "Pick a customer" step in Selling at the counter.

Picking the right Customer group matters if the shop uses group-specific pricing — see Customer groups & group pricing.

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