Customers
Create a Customer Profile
Use the New Customer drawer when the shop needs repeat-customer lookup, account credit, tax identity or sale history.
- Menu path
- Customers -> Customer List -> New
- Verified from
- Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence
frontend/modules/customers.html, frontend/modals/customer.html, frontend/static/script/js/modules/js/customers.js validForm customer gstFields, demo.posnic.io customer form reviewed on 2026-09-02
When to Add a Customer
Create a profile only when the shop needs to recognize the buyer again. Walk-in Customer is still the normal choice for anonymous counter sales.
| Need | Create a profile? | Why |
|---|---|---|
| Phone lookup | Yes | Cashiers can find the same person on future bills. |
| Credit or pay later | Yes | The Allow credit setting belongs to the customer, not to a one-time bill. |
| GST invoice identity | Yes | Registered customers need a GST type and GSTIN on the record. |
| Simple cash sale | Usually no | Use Walk-in to avoid storing unnecessary personal data. |
| Loyalty or repeat history | Yes | Reports and profile history need a named customer. |
Create the Profile
- Open Customers -> Customer List.
- Click New.
- Enter Name. The form requires at least 3 characters and allows up to 250.
- Enter Phone if staff will search by phone. Posnic validates the phone format with the selected country.
- Choose Category when the shop groups customers for wholesale, loyalty, staff or reporting.
- Choose Referral customer when the business tracks who introduced the customer.
- Enter Email, Address and City only when the shop needs them for receipts, delivery or follow-up.
- Confirm Country and State.
- Turn on Allow credit only when the owner allows this customer to buy now and pay later.
- Save the profile, then open it from the list to confirm the details.
GST Fields
GST fields are shown when GST is enabled for the shop. Consumer customers can remain Unregistered. Registered Regular or Registered Composite customers require a 15-character GSTIN.
- Set GST Type to consumer for normal unregistered buyers.
- Use Registered - Regular or Registered - Composite only when the customer has a valid GSTIN.
- Entering the first two GSTIN digits can set the Indian state from the GST state map.
- Do not invent tax identity values for training. Use a local test install when tax-printing must be verified.
Validation and Cleanup
| Field | Validation seen in source | Operator note |
|---|---|---|
| Name | Required, 3 to 250 characters. | Use the customer or business name staff will search. |
| Phone | 3 to 20 characters plus phone validator. | Avoid duplicate phone numbers unless the shop has a known family-account rule. |
| Email format, up to 250 characters in validation. | Optional unless invoices or statements are emailed. | |
| Address | 3 to 500 characters when entered. | Keep delivery or billing addresses readable. |
| City | City validator, up to 20 characters. | Use the same spelling across records. |
| GSTIN | Required only for registered GST type, exactly 15 characters. | Check it before saving because receipts and reports depend on it. |