Managing customers

Keeping a customer list helps you give better service and market more effectively. You'll find this under Customers.

Owners, Admins, Managers & Sellers can manage customers.

Add a customer

1. Go to Customers and select Add customer.
2. Enter their details — name, and contact details like email and phone where you have them.
3. Save.

You can also add a customer during a sale at the point of sale without leaving the checkout.

Edit or remove a customer

• Edit — open the customer and update their details.
• Delete — removes the customer from your list.

Purchase history

When you attach a customer to a sale, that sale joins their history. Over time you build a picture of:

• what each customer buys and how often;
• their total spend;
• who your best customers are.

This makes it easy to recognise regulars and tailor promotions.

Why attach a customer to a sale?

• Email receipts — send the receipt straight to them (see Receipts).
• History — build the record described above.
• Marketing — reach customers with offers, including SMS marketing if you've added credits.

Handling customer data responsibly

Customer details are personal information. A few good habits:

• Only collect what you need.
• Give each staff member their own login with the right role, rather than sharing accounts.
• Honour requests to be removed by deleting the customer.

Omni Store protects this data in the background — for example, customer details are masked in system logs so they're never exposed there.