Step 10 of 13 • Essential

Add Customers

📌 Where to Find

Navigate to /app/customers in your browser.

📚 What Are Customers?

Customer records let you track who buys from your store. Every sale and POS transaction is linked to a customer. Benefits include:

View purchase history per customer
Track customer balances and payments
Generate customer-wise sales reports
Quick customer selection on the POS screen

📝 Form Fields

Click the "Add" button on the Customers page:

Field	Type	Required	Description
Name	Text	Required	Customer's full name.
Email	Email	Required	Customer's email address.
Phone	Text	Required	Customer's phone number.
Country	Dropdown	Optional	Customer's country.
City	Text	Optional	Customer's city.
Address	Text	Optional	Customer's full address.

🎯 Step-by-Step Instructions

Go to People → Customers from the sidebar menu.
Click the "Add" button.
Enter the customer Name (e.g., "John Smith").
Enter their Email and Phone.
Optionally add address details.
Click "Save".
Repeat for your regular customers.

Tip: Walk-in Customer

Create a generic customer called "Walk-in Customer" for one-time buyers who don't need individual records. This way, you always have a customer to select for quick POS sales.

Phase 2 Complete!

You now have warehouses, suppliers, and customers set up. Your system is ready for actual transactions! Next, let's start recording purchases to build your stock.

← Step 9: Suppliers Step 11: Create Purchases →