What this page is for
Customers lists everyone you keep a record for: a regular you give credit to, a business buyer who needs a KRA (Kenya Revenue Authority) PIN (personal identification number, the tax number) on their invoice, or anyone whose contact details and history you want kept. A customer is not the same as a sale; a till sale can be rung without a customer at all.
The columns:
- Name, Phone, E-mail, KRA PIN: the customer's contact and tax details.
- Credit limit, Balance, House account: shown where the customer has one; see New customer and Open house account for how an account is opened.
A row carries a coloured edge when the customer is deactivated, or when their house account is over its credit limit.
Everyone whose role can view customers sees this page. New customer needs a role that can operate on customers.
How to…
How to find a customer
Type in Search by name, phone, e-mail or KRA PIN. The list narrows as you type. Use the Active filter to show or hide deactivated customers, and the Customer group filter to list only the members of one group.
How to open a customer
Press the row, or choose Open customer from its row menu.
How to add a customer
Press New customer. See New customer.
Worked examples
Restaurant and bar
The Acacia Grill & Bar searches corporate to find every business account it invoices monthly, and checks which rows show a Balance close to their Credit limit before the end of the month.
Salon or car wash
Sparkle Car Wash & Salon searches a phone number a regular reads out at the counter, rather than asking them to spell their name.