Help CenterSales

Customers

Manage Customers

Use Customers to look up customer profiles, order history, store credit, and contact details.

Before you start

  • Use customer records only for legitimate store operations.
  • Confirm you are editing the correct customer before changing store credit or profile details.

What success looks like

  • Search returns matching customer records.
  • Customer profile shows relevant history and balances.
  • Saved edits are reflected the next time the profile opens.

Quick start

The shortest path through this area.

  1. 1Open Sales > Customers.
  2. 2Search by name, email, phone, or other available fields.
  3. 3Open the customer profile.
  4. 4Review contact details, order history, buylist activity, and store credit.
  5. 5Make allowed edits and save.
  6. 6Use customer context in POS or orders when needed.

Common tasks

Open only the task you need.

Create or update a customerOne accurate customer record keeps purchases, buylists, and store credit together.
  1. 1Search by name, email, and phone before creating a new record.
  2. 2Choose Add Customer only when no matching customer exists.
  3. 3Enter the customer’s name and the contact details they have agreed to provide.
  4. 4Save, then open the record to confirm the details.
Adjust store creditManual changes require a reason so the customer balance can be explained later.
  1. 1Open the customer and choose Update Store Credit.
  2. 2Choose whether to add or remove credit and enter the amount.
  3. 3Enter a specific reason, such as event prize correction or approved account adjustment.
  4. 4Save and verify the new balance and history entry.
Investigate a customer balance or purchase questionCustomer History brings purchases and credit changes into one timeline.
  1. 1Open the customer and choose History.
  2. 2Filter to purchases, credit gained, or credit used.
  3. 3Open the related transaction when the customer is asking about a specific sale.
  4. 4Do not make an offsetting manual adjustment until you understand the original entry.
Import a customer listCustomer import creates new records and skips customers that already exist.
  1. 1Choose Import CSV and download the template if your file does not already match it.
  2. 2Include a first name and last name, plus email or phone for each customer. Add address or starting store credit only when the store has verified it.
  3. 3Upload the completed Customer CSV and start the import.
  4. 4Review the created, skipped-existing, address, and store-credit totals, then search for a sample of imported customers.

How this area works

Reference information for the choices on this page.

Customer profile data
  • Contact details help with pickup, receipts, and account support.
  • Purchase history helps staff answer order questions.
  • Store credit should be adjusted carefully and only when authorized.
Store credit
  • Store credit may come from buylist, manual adjustment, or customer service workflows.
  • Review history before changing a balance.
  • Document manual changes when the page provides notes.
Actions on the Customers page
  • Use Add Customer to create a profile with first name, last name, email, phone, and notes.
  • Use search to find customers by name, email, or phone.
  • Use row expansion or the customer history modal to review orders, buylist activity, and store credit activity.
  • Use Edit to correct contact information or notes.
  • Use Update Store Credit only with an amount and a clear reason that explains the adjustment.
  • Use Import CSV to download the template, upload customer records, and review the created and skipped totals after processing.
  • Use Export CSV when you need a customer list for authorized store operations.
  • Use deactivate/reactivate instead of deleting customer context when you need to control account access but keep history.

Troubleshooting

Choose the symptom that matches what you see.

Duplicate customer records exist

Use the most complete and recent profile for current work. Contact support before merging or cleaning records if no merge tool is available.

Store credit does not match expectations

Review customer history, buylist completion, refunds, and manual adjustments before changing the balance.

Continue with a related guide

Manage OrdersUse BuylistUse Reports

Still stuck?

Open a support ticket. We’ll include this guide so you only need to explain what happened and where you got stuck.

Sign-in is required to protect store information.

Open support ticket