Customers
Create Customer Categories and Review Category Activity
Customer Categories organize repeat buyers, wholesale accounts or local customer groups and give the owner a category-level sales and return trail.
- Menu path
- Customers -> Customer Category
- Verified from
- Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence
frontend/modules/customer_categories.html, frontend/static/script/js/modules/js/customer_categories.js, customers.js category_id on customer save, sales/customerCategorySaleDetails activity endpoint
What Customer Categories Are For
A category is a simple label for a customer group. Use it when the business wants to review sales by customer type, separate wholesale or retail customers, or keep customer follow-up lists clean.
- Use one category name for one policy. Do not create several names for the same group.
- Keep the description practical, such as who belongs in the category and who may assign it.
- Assign the category on the customer record, not during an anonymous Walk-in sale.
- Review category sales only after cashiers consistently attach known customers to sales.
Create a Customer Category
- Open Customers -> Customer Category.
- Click New.
- Enter Name. The POS validates the name and expects at least 3 characters.
- Enter Description when staff need a rule for who belongs in the category.
- Click Save.
- Use the last-created link or the list row to reopen the saved category.
- Open Customers -> Customer List and assign the category to the relevant customer records.
Use the List and Filter
The Customer Categories list follows the standard list pattern: export controls, filter, rows and a right-side details pane.
| Control | What it does | Operator rule |
|---|---|---|
| Filter | Searches category name and description. | Use before exporting or cleaning duplicate categories. |
| Export this page | Exports only the rows currently shown. | Use for a quick visible-page handoff. |
| Export everything matching filter | Pages through the filtered customerCategory endpoint. | Use for owner review after setting the filter. |
| Row click | Opens the category dossier. | Review details before editing or deleting. |
| Edit | Loads the saved name and description into the panel. | Change names carefully because reports will use the new label. |
Review Category Activity
The Activities tab summarizes sales and returns for customers in the category. It pulls sale history with branch context and can export the category sales report.
- Open a category row, then select Activities.
- Review Total Sales, Total Items Sold, Total Returns and Total Items Returned.
- Use the sale rows to inspect process state such as Add, Edit, PartialReturn or return activity.
- Export All To CSV when the owner needs a customer-category sales report.
- If activity looks empty, first confirm customers were assigned to this category before the sales were created.
Cleanup Rules
Customer category cleanup affects reporting language. Do it outside a live queue and keep the owner rule clear.
- Merge duplicate business meanings into one category name.
- Avoid deleting categories that still explain historical customer behavior.
- After renaming a category, check Customer List and one customer report export.
- Train cashiers which category to use for wholesale, loyalty, staff, trade or special account customers.