Customers
Customers
Navigation: Pos Backend → Customers → Customers
Customers are managed in this section. The customer details table displays the overview of the customers.
![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/screenshot-426_7jkk90.png)
Note: Customers can only be deactivated, cannot be deleted.
Create Customer
Click "Create Customer" button to create a new customer and fill in the required details.
![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/screenshot-427_18jyu5d.png)
Basic Info: Basic information of the customer.
Residence Address: Residence address of the customer.
Company Details: Company details of the customer.
Credit Details: Credit details of the customer.
Credit Limit: Maximum credit limit of the customer.
Opening Credit Balance: While creating the customer, if he/she already owes some amount of money. This amount is recorded here as opening credit balance.
![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/capturejpg_1y0fy9o.jpg)
Customer Details
Click "View" button to see the detailed information about a customer.
![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/s1jpg_f6apmc.jpg)
![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/s2jpg_1wikkqa.jpg)
Customer Transactions
Click "Transactions" button. Sale transactions related to a customer are listed here. Click the "Export" button to export the Customer-wise transaction report.
![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/s3jpg_whlk0z.jpg)
Customer Credits
Customer credit and debit information are managed here. Customer credit and debit amount can be adjusted by clicking "Add" button.
![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/s4jpg_tunlaq.jpg)
Note: If the customer outstanding is in minus (-), you have to pay to the customer or if it is in plus (+), the customer have to pay you.
Type: Select the transaction type from the dropdown.
Credit: Credit given to the customer.
Payment: Payment received from the customer.
Amount: Enter the amount.
Payment Method: Choose the mode of payment from the dropdown.
Notes: Reference notes for the transaction.
![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/s5jpg_1r1y92n.jpg)
![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/s6jpg_qk6jnk.jpg)
Customer Item Sales
All items bought by a customer are listed here. Click the "Export" button to export the Customer Item Sales report.
![](https://storage.crisp.chat/users/helpdesk/website/9ae720b538edc000/d3jpg_84h4b7.jpg)
Updated on: 23/02/2023
Thank you!