Customer Management
Keep a record of your customers for history, credit (udhaar), loyalty and targeted pricing. This chapter covers adding and editing customers, their ledger and balance, per-customer discounts and delivery charges, and reports.
Video guide: Customer Management
On this page
Add, update & delete customers
- Open Customers and click Add Customer.
- Enter name, phone and (optionally) address and a static discount rate.
- Save. Attach the customer to sales from the POS.
Customer history, ledger & balance
Each customer has a purchase history and a ledger showing sales, payments and outstanding balance (udhaar/credit). Record payments against the balance as customers pay.
📷[Screenshot: Customer ledger]
Per-customer discount & delivery charges
Set a static discount rate for a customer that applies automatically on their sales, and configure delivery charges per customer or per order for delivery businesses.
Customer reports, import & export
Run customer reports (top customers, outstanding balances), and import/export your customer list via Excel/CSV. See Import & Export.
Frequently asked questions
How do I track customer credit (udhaar)?
Add the customer, attach them to sales, and the ledger tracks their outstanding balance. Record payments against the balance as they pay.
Can I give one customer an automatic discount?
Yes — set a static discount rate on the customer; it applies automatically to their sales.