Customers

A directory of your customers with spend and order counts.

INFO

Requires an order licence. Without ordering enabled, the module is locked in the sidebar.

The list

Each row shows name, phone, email, notes, total spent, and order count. Search matches name, phone, or email.

Adding a customer

Click Add Customer and fill in:

• Name — required
• Phone and Email — at least one of the two is required
• Notes — optional

The save button stays disabled until this rule is satisfied.

Editing and deleting

Use the pencil icon to edit, the trash icon to delete. Deletion is permanent.

Import from CSV

Click Import and choose a .csv file. The result reports:

• added — new customer records created
• skipped — duplicates or invalid rows
• errors — rows that failed validation

Export to CSV

Click Export to download customers.csv containing your full customer list. Useful for backups or for loading into a marketing tool.