Customers

The Customers section allows you to view and manage information about all customers who have transacted with your business. Build relationships, track purchase history, and gain insights into your customer base.

Dashboard Overview

The Customers dashboard displays a list of all customers with:

Column	Description
Customer Name	Customer's full name
Email	Customer's email address
Phone	Contact number (if provided)
Total Spent	Lifetime value with your business
Orders	Number of transactions
Last Order	Date of most recent transaction

Customer Details

Click on any customer to view their complete profile:

Contact Information

Field	Description
Name	Customer's full name
Email	Email address
Phone	Mobile or landline number
Address	Billing or shipping address

Transaction History

View all transactions made by this customer:

Transaction date
Payment amount
Payment method
Transaction status
Reference number

Customer Stats

Metric	Description
Total Spent	Lifetime spending
Average Order	Average transaction value
Total Orders	Number of transactions
First Order	Date of first purchase
Last Order	Date of most recent purchase

Searching Customers

Find specific customers using:

Search Field	Example
Name	Juan dela Cruz
Email	[email protected]
Phone	+63 917 xxx xxxx

Filtering Customers

Filter your customer list by:

Filter	Options
Date range	First or last transaction date
Total spent	Above/below specific amounts
Number of orders	Frequency of purchases

Customer Actions

Viewing Transactions

Click on the customer
Scroll to Transaction History
Click any transaction for details

Exporting Customer Data

Export your customer list:

Click "Export"
Select the data fields
Choose the date range
Download the CSV file

Customer Notes

Add internal notes about customers:

Open customer details
Click "Add Note"
Enter your note
Save

Notes are only visible to your team, not customers.

Customer Insights

Use customer data to understand your business:

Top Customers

Identify your most valuable customers by:

Total lifetime value
Order frequency
Average order value

Customer Trends

Track patterns such as:

New vs returning customers
Popular payment methods
Peak purchasing times

Use Cases

Scenario	How to Use Customers
Follow-ups	Contact customers about new products
Support	Look up transaction history for inquiries
Loyalty	Identify repeat customers for rewards
Marketing	Segment customers for targeted campaigns
Analysis	Understand purchasing patterns

Privacy and Compliance

Customer data is handled securely:

Data is encrypted at rest and in transit
Access is limited to authorized users
Export logs are maintained
Customers can request data deletion

Feel free to reach out to [email protected] if you have questions about managing customers!