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Customers

Use the Customers page to review customer records and activity relevant to merchant operations.

Typical uses​

  • finding a customer record by full name
  • reviewing customer contact, membership, and status
  • updating a customer profile or adding a new customer
  • checking account information linked to orders or loyalty activity

When to use this page​

  • a merchant needs to identify a customer involved in an order or support issue
  • the team wants to understand customer history
  • the business is preparing follow-up, loyalty, or service actions

What you can do here​

The customer table shows a profile picture plus Full Name, Email, Phone, Membership, and Status (Active / Not Active / Terminated). You can search by full name and filter by status, then open Detail, Edit, or Delete from each row's action menu.

The Add/Edit Customer form contains: Full Name (required), Email, Phone, Username, Password, Gender, Birthdate, Membership (picked from your Memberships), Points, Referral Code, Address, Bio, Profile Picture, and Status.

Typical workflow​

  1. search for the customer record by full name
  2. open Detail to review the account, or Edit to update contact, membership, or points
  3. connect the customer information back to sales or support context
  4. confirm any action the merchant team needs to take next
Customers page: name search, status filter, the Add Customer button, a customer table with email, phone, membership and status, and a row menu with Detail, Edit and Deletedashboard.etalasse.comKopi SenjaCOMMERCECustomersProductsInventorySalesStocksSuppliersOPERATIONSStaffsPOS ConfigBranchesFood & BeverageCustomersARAdd CustomerSearch…StatusFull NameEmailPhoneMembershipStatusRina Wulandaririna.w@gmail.com081234567890GoldActiveBudi Hartonobudi.h@yahoo.com085711223344SilverActiveSari Dewisari.dewi@gmail.com081398765432—InactiveAgus Pratamaagus.p@outlook.com087812345678GoldActiveDetailEditDelete123
Customer list: (1) search by full name and filter by status, (2) Add Customer, (3) the row menu for Detail, Edit or Delete.

Customer list: (1) search by full name and filter by status, (2) Add Customer, (3) the row menu for Detail, Edit or Delete.

Credit account (on account)​

Regular or wholesale customers can be given a credit account so they may buy on account. Accounts are opened from the Credit menu, not from the customer form, and the customer must already be registered here. See Customer Credit: Setup.

Common operator scenarios​

  • a customer asks about a previous order — also check Sales
  • staff need to verify customer contact or identity details
  • you want to update a customer's membership or points for a reward program