Customers & loyalty

Customers & customer groups

Keep contact details, purchase history and agreed credit in one customer record.

WHERE TO FIND IT

Customers

Step by step

Search by name or phone before creating a record to avoid duplicates.
Choose New customer, enter their name and confirmed contact details, then save.
Select a group or approved credit limit only when your manager authorises it.
Select the customer at checkout; use their tabs to review purchases, payments and statements.

Save billing and shipping addresses and verified contact details. Use purchase, payment, return, statement and loyalty tabs to review the whole account.
Create customer groups with a default discount and loyalty multiplier. Leave a customer’s discount blank to inherit the group; enter a personal rate to override it, including zero to remove the inherited discount.
Enable credit and set the approved limit where appropriate. Review outstanding invoices and aged receivables before increasing a limit; a discount does not grant credit permission.

Download the template or export current customers. Prepare consistent names, codes, country-code phone numbers, groups and addresses. Import does not change balances or loyalty points.
Map columns and review matches and conflicts before importing. Choose the intended handling for existing records, correct rejected rows and check a sample customer profile afterwards.

The name is required; add email, country and phone when needed. Use the selected country’s valid phone format for messages and reminders.
Customer tabs bring together sales, returns, payments, statement, quotations and loyalty where permitted. Each tab has its own URL for bookmarking and applies the relevant access permissions.
Set a customer group for shared discounts and earning multipliers. Credit allowance controls unpaid purchases; store credit is money already received and available to spend, not permission to borrow.

Open the saved customer and select Store credit. Review the current credit balance above the movement history.
The history shows credit added, used, adjusted or transferred, with date/time, source reference, reason, store, amount, balance after and the staff member. Search the history and use pagination to find a particular bill or payment.
Positive amounts add credit and negative amounts use or remove it. Balance after is the recorded balance at that moment; the balance at the top is the customer’s current company-wide credit.
Credit history follows the customer-payment permissions and accessible stores. For a period across customers, open Reports → Store credit.

Customer import wizard: Preview contacts, addresses and matching conflicts before saving.
Customer profiles: Keep names and contact details in one record.
Quick customer creation: Add a customer from checkout when connectivity is available.
Customer groups: Organise retail, wholesale and other customer groups.
Group & personal discounts: Inherit group discounts or set an individual rate.
Multiple customer addresses: Store billing, delivery and other addresses with a default.
Credit limits: Control how much each approved customer may owe.
Purchase, return & payment history: Review the customer's transactions in one place.
Customer statements: See a running statement with outstanding dues and store credit.
Store credit balance & history: Trace saved change and other credit movements back to their source, staff member and recorded balance.