Customers

Find, Filter, Import and Export Customers

The customer list is the operator's maintenance table: rows open profiles, filters narrow the list, import adds records and export creates review files.

Menu path
Customers -> Customer List
Verified from
Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence

frontend/modules/customers.html, frontend/static/script/js/modules/js/customers.js mountFilters loadList exportCsv exportAllCsv openDoc, frontend/modals/import_customer.html, frontend/static/Import_sample_files/customers.csv

Customer List controlsImport, export, filter and New sit above the customer rows.
Row opens a profileClicking a row opens the right-side customer dossier while keeping the list visible.

Search and Filter

The filter panel searches the same list endpoint that feeds the customer rows. Use it before exporting so the file matches the operator's intent.

  • Open Customers -> Customer List.
  • Click Filter.
  • Search all fields or choose a field such as Name, Phone, Email or Address.
  • Use Added date when the owner needs customers created during a period.
  • Clear filters before returning to normal counter lookup.

Read the List

ColumnMeaningOperator check
NameCustomer display name.Click the row to open profile and recent sales.
PhoneStored phone number.Use this to verify you selected the right customer before account sales.
EmailStored email address.Useful before export or statement follow-up.
AddressStored address when entered.Check spelling before delivery or invoice use.
DuesDue pill when partial balance is greater than zero.Investigate before allowing more credit.

Import Customers

The import button opens the shared CSV/Excel import flow for customers. Treat customer files as business records because they can contain private contact information.

  1. Download or prepare the customer import file using the sample file format.
  2. Remove duplicate and unnecessary private data before import.
  3. Open Customers -> Customer List.
  4. Click the import button.
  5. Upload the CSV or Excel file.
  6. Review any import feedback before trusting the list.
  7. Search for a few imported customers and open their profiles.

Export Customers

Export choiceWhat source code doesUse it for
This pageExports only the rows already loaded in the current page.Quick handoff of visible records.
Everything matching the filterPages through the customer endpoint with the current filters.Owner review, cleanup or account follow-up.
No filter activeExports all records reachable to the current user.Full customer backup or audit when approved.
Filter activeExports only the filtered result.Phone/email cleanup, new-customer checks or credit review.

Related Manual Pages

Customers Create Customer Use the New Customer drawer when the shop needs repeat-customer lookup, account credit, tax identity or sale history. Customers Customer Profile A customer profile is the place to verify identity, check recent sales and review account context before editing, reprinting or extending credit. Customers Outstanding Customers Outstanding Customers is a current balance review, not a normal historical date report. Use it before collection calls and before extending more credit. Reports People Reports People reports connect shop activity to customers and staff. They help owners review repeat customers, outstanding balances, cashier performance and workforce payout data.