Customer Management

NaviPOS lets you maintain a customer database, track purchase history, manage credit sales, and build loyalty.

Adding Customers

1. Go to Customers → Add Customer
2. Enter customer details:
   • Name
   • Phone number
   • Email (optional)
   • Address (optional)
3. Click Save

💡 You can also add customers on the fly during a sale — click Add Customer on the sale screen.

Customer Profiles

Each customer profile shows:

• Contact Information — Name, phone, email, address
• Purchase History — Every transaction with dates and amounts
• Total Spent — Lifetime spending at your business
• Credit Balance — Outstanding credit (if any)
• Last Visit — When they last made a purchase
• Favourite Products — Most frequently purchased items

Credit Sales

For trusted customers, you can allow buying on credit:

Processing a Credit Sale

1. Add products to the sale as normal
2. Select Credit as the payment method
3. Select the customer from the dropdown
4. The credit amount is added to their balance
5. Receipt shows the credit amount and outstanding balance

Receiving Credit Payment

1. Go to Customers → [Customer Name] → Credit Balance
2. Click Receive Payment
3. Enter the amount being paid (partial or full)
4. Select payment method (Cash or M-Pesa)
5. The credit balance is reduced accordingly

Credit Reports

Go to Reports → Credit Report to see:

• Total outstanding credit across all customers
• Per-customer credit balances
• Ageing report (how long credit has been outstanding)
• Payment history

Customer Groups

Organise customers into groups for targeted actions:

• Wholesale — Customers who buy in bulk (special pricing)
• Regular — Frequent buyers
• Corporate — Business accounts
• Walk-in — One-time customers (default)

Tips

• 📱 Always capture phone numbers — Useful for M-Pesa and follow-ups
• 💰 Set credit limits — Prevent customers from accumulating too much credit
• 📊 Review credit report monthly — Follow up on overdue balances
• 🎯 Know your VIPs — The top 20% of customers often drive 80% of revenue

Next: Explore Industry Solutions or return to the Features Overview.