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In this episode we look at your customers in the back office: their purchase

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history, their loyalty points, their store credit, and their house account.

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Open Customers in the menu on the left.

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Every customer is one row: name, code, email and phone. You also see their group,

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their loyalty points, any store credit, and what they owe on account.

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To find someone, type part of a name, an email address, a phone number or a customer

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code into the search box.

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Only Sam Patel is left. Clear the search to see everyone again.

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Click a customer to open their page. Here is Avery Chen, who belongs to the VIP

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group.

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At the top are four numbers: lifetime spend, how many visits, the average sale, and

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the date of the last visit.

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On the right are the contact details, and any gift cards or open work orders that

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belong to this customer.

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Underneath the balances is the list of recent sales. Each row is a receipt. Click

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All sales to see every one of them.

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Further down is the ledger. It lists every change to the customer's points, store

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credit and house account, with the date, the amount, the new balance, the sale it

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came from, and who did it.

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The buttons above the table filter the ledger to just loyalty, store credit, or

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house account.

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Back at the top, the balances. Loyalty points are earned on every sale. This card

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shows the points, and what they are worth in dollars.

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To give a customer a bonus, tap Adjust. Enter the points to add. A minus sign takes

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points away. Add a note so the team knows why.

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Tap Post. The balance goes up by one hundred points.

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The Redeem button turns points into store credit. The dialog shows how many points

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the customer has, what each one is worth, and the credit they will get.

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We will leave the points as they are, so we cancel.

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Store credit is money the customer can spend at the register. Maybe you are making

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up for a faulty product. Tap Issue or adjust, enter an amount and a note.

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Tap Post. The credit goes up by ten dollars, and the ledger records it.

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Some customers buy on account and pay later. Hank House has a balance on his house

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account. Let's open his page.

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The house account card shows what he owes, and whether he has a credit limit. When

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he comes in to pay, tap Record payment.

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Enter the amount he hands over, and choose which register the cash goes into, so the

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drawer count stays right. We will cancel this one.

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To add a customer, go back to the list and tap New customer.

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Type the name, and an email address and a phone number if you have them. Leave the

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customer code empty, and the system assigns one for you.

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Tap Create. The new customer page opens, with a code already assigned. They are

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ready to be added to a sale at the register.

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That is the customer records. In the next episode, we look at sales history: finding

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a sale, reprinting a receipt, and voiding a sale.