Customers

Keep buyer details in Customers so Checkout, price quotes, and customer orders can pick the right partner.

Before you start

• You can open Customers in the sidebar (or Products & Stock → Selling ▾ → Customers)
• Have the customer’s name and phone ready (TIN/email optional)

Steps

1. Open Customers

1. Click Customers in the sidebar.
2. Use search: Search customers by name, contact, phone, email, TIN...

2. Add a customer

1. Click + Add Customer.
2. In Add / Edit Customer, fill:
   • Name
   • TIN Number (optional)
   • Contact Person, Phone, Email, Address
   • Payment Terms
   • Website Link (optional)
3. Click Save.

3. Edit or view details

1. On a row, click Edit to change fields, then Save.
2. Open the row/details panel Customer Details.
3. Use Visit Website if a link is stored.
4. Reload refreshes the form from saved data.

4. Delete a customer

1. Click Delete on the row.
2. Confirm Confirm Deletion (This action cannot be undone.) with Delete, or Cancel.

What success looks like

• Customer appears in the grid and in POS / Sales customer search
• Phone and name are correct for receipts and orders

If something goes wrong

Related

• Checkout / Cashier
• Quotes & orders
• Products & stock