Create and manage customers and groups

By default, the customer list shows all online and in-store customers from each store, ordered alphabetically by surname (A-Z).

Tap All groups to filter by a specific customer group. Search for a customer by name, email address, phone number and postcode. The Customer, Sales value, Orders, Points and Group columns are also sortable.

Tap the Groups tab to view the customer group list. The list displays the customer groups and the number of customers assigned to each group. Search by group name.

To add a new customer, tap + CUSTOMER in the top right corner of the customer list view. Enter the customer’s details, including any optional notes, and choose whether to opt them into marketing communications and the loyalty program. You can also specify if the customer is international and/or part of a Customer Group. First name and surname are required fields.

If you use price lists, you can assign a price list to an individual customer rather than creating one specifically for a customer group.

If you're adding a B2B customer, you have the option to include company information, such as:

Tap SAVE to save the customer.

Once saved, you will be able to add addresses and additional contacts if needed.

Select Add Address. Multiple addresses can be added per customer, you have the option to select whether these are shipping or billing addresses.

If a customer is tax exempt, a tax exemption profile can be applied, either from the add exemption button in the exemption block of the back office or the 3 dots on the POS app. Select from a list of pre-defined exemption profiles, then specify the exemption number (if you have one) and exemption expiry. If the exemption does not have an expiration, set the date far into the future. To create tax exemption profile go to back office settings > tax rates > tax exemption profiles.

If your customer has signed a VAT Exemption declaration through the POS, this will be attached here

By tapping on the customer name, you can view:

Tap Save to save any amendments or Delete to delete the customer. The customer will be deleted from the back office, POS devices and eCommerce site.

You can opt a customer into the loyalty scheme from the customer view in both the back office and the POS app. Points for each customer can be manually adjusted in the back office only.

To add or remove points, and to view loyalty point history, tap in the top right and select Loyalty. For more details on Loyalty schemes, please see here.

Select Store credit to add and remove store credit and to view store credit history.

Select On-account sales to add and remove an account limit and to view on-account sales. A link to each on-account sale is available in the list. You'll be able to view the PDF invoice from each sale in the back office.

Select Download itemised statement or Download statement to download a PDF of all outstanding invoices for that customer. Alternatively, click Send statement which automatically emails the customer with a PDF attachment of the Download statement.

Tap + Group in the top right of the group list view to add a new group. Create the customer group then tap SAVE to save the group.

If you have tiered customer groups, you can set up spend rules which will automatically move the customer from one group to another based on their spending.

Tap the customer group to view the group information and a list of customers associated with the group. Tap SAVE to save any amendments or DELETE to delete the group. Assigned customers will revert to the default customer group of None.

The Duplicates tab highlights potential duplicate customer profiles, making it easier to keep your customer database organised.

By default, only High confidence matches are displayed. Use the confidence filter to switch between All, High, Medium, or Low confidence matches.

High confidence

High confidence matches are shown in red and include:

Medium confidence

Medium confidence matches are shown in amber and include:

Low confidence

Low confidence matches are shown in purple and include:

Unique Grouping: Displays each duplicate group only once.

All Grouping: Displays every merge option, allowing you to choose which customer record to keep.

Eg, if three customers share the same email:

The possible merge combinations are:

With Unique Grouping, only the first grouping is shown:

With All Grouping, you would see:

For each potential duplicate, you can choose to Reject the match or Review the customer profiles and merge.

When customer profiles are merged, the following information is combined:

When reviewing, you can select which profile certain information is used from in the merge, it will be highlighted in teal

A warning icon is displayed next to customers in the main Customers list when potential duplicates have been identified. Selecting this icon will take you to the matching records on the Duplicates tab, where you can review or merge them.

Scheme providers need to be set up as a customer before they can be added to a payment method.

The scheme provider sale will be displayed in the sales history for both the customer and the scheme provider for reference. The total sales value displayed on customer profiles only attribute the sales to the customer, not the scheme provider so the values aren't duplicated.

For more details on Scheme Providers, please see here.