Retailer OS Docs

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Customers ​

The Customers screen (/crm/customers) is your customer list. Each profile pulls together everything about that shopper — contact details, full purchase history, loyalty, and any store credit or balance owed.

The Customers list with profiles, spend, and balances

Add a customer ​

  • From Customers → New customer, enter their name and contact details; or
  • From a POS sale, tap Add customer and create them on the spot.

The customer profile ​

Open a customer to see:

  • Purchase history — every sale across the counter, online, and marketplaces.
  • Loyalty — points and tier (see Promotions & Loyalty).
  • Store credit / balance — a credit they can spend, or an amount they owe (see Receivables & store credit).
  • Statement — a printable account statement (/crm/customers/:id/statement).

Attach a customer to a sale ​

Adding a customer to a sale (in POS or online) links the purchase to their history, earns and lets them redeem loyalty, and — if they have terms — lets them pay on account.

TIP

Even a name and phone number is enough to start building history. The more sales are attributed to real customers, the more useful your top customers report and email targeting become.