Customers
The customer list — balances, credit limits, spend history, and bulk import from a spreadsheet.
3 min read · POS & sales
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Customers is the admin list of everyone the store knows — counter regulars, credit (udhaar) customers and online buyers alike.
The list
- Search by name or email; the KPI cards up top show total customers, new this week, total spent, outstanding balances and total orders.
- Each row shows orders, total spent, credit limit, outstanding, last order and joined date.
- Click a customer's credit limit to edit it inline (permission-gated) — the till then warns or blocks sales past it, per customers & credit.
- The pencil icon edits contact details; the envelope mails them.
A customer's balance
The outstanding column is what they owe — sales on credit add to it, payments and store-credit refunds move it back down. The full credit workflow (limits, collecting, statements) lives in customers & credit.
Bulk import
Import (top of the page, permission-gated) opens /admin/customers/import — upload a CSV or Excel file, one customer per row. The same mapping pattern as product import applies: download the template first, review the parsed preview, fix flagged rows.
| Column | Notes |
|---|---|
first_name / last_name (or name) | A name is required — either split or full |
email | Validated format — generate one from the phone number if blank |
phone | Email or phone is required — rows with neither are flagged |
address, city | Optional |
opening_balance | Currency units (e.g. 2500) — posts a receivable journal |
credit_limit | Currency units — the customer's max credit |
Rows are matched by email, then phone — matches update the existing customer, the rest are created. Duplicate email/phone within the file itself is flagged before import.
Tip: Import before launch, not after — an opening_balance on each row builds the receivables ledger correctly from day one instead of a pile of manual adjustments.
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Related guides
Customers & credit (khata)
Attach customers to sales, sell on credit, and collect what's owed.
Import suppliers in bulk
Upload a CSV or Excel file of suppliers — matched rows update, the rest are created, opening balances post to payables.
Import products from Excel
Bring a whole catalog in one file — SKUs, variants, prices and opening stock.
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