Customers (CRM)

Step by step

1. 1

   Open “Customers” from the sidebar.

2. 2

   Add a new customer with name and mobile number, or let them be captured at checkout in POS.

3. 3

   Sort customers into groups (e.g. “Loyal”, “Corporate”) for targeted SMS.

4. 4

   Each customer’s loyalty points accrue with purchases and can be redeemed at the POS.

5. 5

   Review a customer’s order history to understand their taste.