Skip to main content

Customer Management

Track your customers, manage loyalty points, and view purchase history. Navigate to Operations > Customers in the dashboard.

Customer Management walkthrough video
Customer Management walkthrough video
Customer management page with customer table

1. Customer Table​

The table shows all your customers with these columns:

ColumnDescription
NameCustomer name with a unique customer code badge
ContactEmail and phone number
VisitsTotal number of orders (sortable)
Total SpentLifetime spend in PHP (sortable)
PointsCurrent loyalty points balance (sortable)
Last VisitDate of last order (sortable)

Click any column header with a sort icon to sort ascending or descending.

2. Filtering Customers​

Click the filter panel to narrow down the customer list:

FilterDescription
SearchSearch by name, email, or phone number
Points RangeFilter by minimum and/or maximum points balance
Visits RangeFilter by minimum and/or maximum visit count
Total SpentFilter by minimum and/or maximum spend
Contact InfoAll, Has contact info, or No contact info
Last VisitFilter by date range

An active filter badge shows how many filters are applied. Click Clear All to reset.

Customer filters panel expanded

3. Adding a Customer​

Click Add Customer to open the form. Fill in:

  • Name (required)
  • Email (optional)
  • Phone (optional)
  • Address, City, Region, Postal Code (optional)
  • Note (optional — internal notes about this customer)
Add Customer form dialog

4. Editing and Deleting Customers​

Click the three-dot menu (⋯) on any row to:

  • Edit — opens the customer form pre-filled with current values
  • Adjust Points — add or remove loyalty points (see below)
  • Delete — soft-deletes the customer (can be restored)

5. Adjusting Loyalty Points​

Select Adjust Points from the row menu to manually add or remove points:

  1. Toggle between Add and Remove
  2. Enter the amount
  3. The preview shows the new balance — it cannot go below 0
  4. Click Save to apply
tip

Points are also earned automatically from purchases at the POS. Manual adjustments are for corrections or promotional bonuses.

6. Pagination​

The table shows 20 customers per page. Use the Previous / Next buttons at the bottom to navigate, or click a specific page number.

What's Next?​