Customers & Employees

Manage the people who interact with your POS.

Customers

Register your customers to assign them to sales. This is essential if you need to generate formal invoices with tax IDs.

• Data included: Name, Phone, Address, Email, and Tax details.

Employees

Register your staff members. You can assign an employee to a sale to track their performance.

• When an employee makes a sale, it is registered under their name for future commission or performance reports.

Important: CSV Import / Export

All data tables (Customers, Products, Services, Taxes, and Invoice Types) support CSV management. Use the Action Menu (top right) to:

1. Download Template: Get a perfectly formatted sample CSV.
2. Import CSV: Load thousands of items instantly. Note: Imported rows are treated as new. Duplicate names are skipped to prevent issues.
3. Export CSV: Back up your currently filtered view to a file.
4. Delete All: Safely remove all records from the current section. (Note: Records linked to sales are soft-deleted to preserve receipt history).