Customer Management

Adding Customers

During Checkout

1. At checkout, click "Add Customer"
2. Enter customer information:
   • Name (required)
   • Email (for receipts and promotions)
   • Phone number
   • Address (for delivery/shipping)
3. Click "Save Customer"
4. Customer is linked to current sale automatically

From Customer List

1. Go to /customers
2. Click "Add Customer" button
3. Fill in customer details
4. Optionally add notes
5. Save

Customer Profiles

Each customer profile includes:

• Contact Information: Name, email, phone, address
• Purchase History: All transactions with dates and totals
• Lifetime Value: Total amount spent
• Last Visit: Most recent purchase date
• Loyalty Points: Earned points and rewards (if enabled)
• Notes: Custom notes for preferences or special requests

Purchase History

Click on any customer to view detailed purchase history:

• Chronological list of all orders
• Order details (items, quantities, prices)
• Payment methods used
• Returns and refunds
• Export to CSV for analysis

Use Cases

• Recommend products based on past purchases
• Identify repeat customers for VIP treatment
• Track warranty periods and service dates
• Process returns without receipt
• Calculate customer lifetime value

Loyalty Program

Configure loyalty rewards at /loyalty to encourage repeat business.

How It Works

1. Customer earns points with each purchase (e.g., 1 point per $1 spent)
2. Points accumulate in customer profile
3. Customer redeems points for rewards:
   • Discount on next purchase
   • Free product
   • Store credit
4. System automatically tracks and applies rewards

Customer Segmentation

Filter and segment customers for targeted marketing:

Email & SMS Marketing

Send targeted campaigns to customer segments:

• Product promotions and sales announcements
• Birthday and anniversary offers
• Win-back campaigns for inactive customers
• New product launches
• Seasonal campaigns (holidays, back-to-school, etc.)

Configure marketing campaigns at /marketing