Customer Management
Customer profiles help you keep better records and give faster service to repeat buyers.
Why customer records help
Customer details can make it easier to:
- identify repeat customers
- review purchase history
- contact customers when needed
- keep sales records more complete
Add a customer
- Open the Customers section.
- Create a new customer profile.
- Enter the customer’s name and contact number.
- Add any other useful details your business needs.
- Save the record.
Keep customer data clean
Only store information that your business genuinely needs. Make sure names and phone numbers are entered correctly.
Good habits
Use one customer profile per person, avoid duplicate records, and update details when they change.
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