Customers
In Vendora, the Customers section helps you manage people or businesses who buy from you. It includes their contact information, purchase history, payments, and loyalty status — all in one place.
👥 Why Add Customers?
Adding customers allows you to:
- Track individual purchase history
- Offer customer-specific discounts
- Use loyalty programs
- Send payment reminders or invoices
- Analyze customer behavior
➕ Adding a New Customer
- Go to Contact Management > Customers.
- Click Add Customer.
- Fill in the following information:
| Field | Description |
|---|---|
| Name | Customer's full name or business name |
| Customer Group | Assign a pricing group if applicable |
| Contact ID | (Optional) Internal ID for tracking |
| Mobile / Email | Contact details for communication |
| Address | Useful for delivery or invoicing |
| Credit Limit | Optional limit for outstanding payments |
| Loyalty Card Number | If loyalty system is enabled |
- Click Save.
🔍 Viewing & Managing Customers
On the customers list page, you can:
- Search or filter customers
- View their due balances
- Check last transaction dates
- Access contact ledger (payment history)
- Send payment reminders via SMS or email (if enabled)
💳 Loyalty Program (Optional)
If loyalty is activated:
- Points are automatically added per eligible sale.
- You can view and redeem points from the customer profile.
Enable Loyalty from Settings > Loyalty Configuration.
💡 Tips
- Always collect mobile or email to automate receipts & reminders.
- Use Customer Groups to offer group-specific prices or taxes.
- Set Credit Limits to control pending payments from each customer.
Need help? Explore Video Tutorials or reach out via Support.