Customers
Open a Customer Profile and Review Sales History
A customer profile is the place to verify identity, check recent sales and review account context before editing, reprinting or extending credit.
- Menu path
- Customers -> Customer List -> customer row
- Verified from
- Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence
frontend/static/script/js/modules/js/customers.js renderCustomerDoc loadRecentSales customerdetailsTable, frontend/modals/customer.html customer detail tabs, frontend/static/script/js/modules/js/report_customers.js customerreportTable
Open the Dossier
- Open Customers -> Customer List.
- Search or filter until the right customer is visible.
- Click the customer row.
- Compare the phone and email before changing account data.
- Review lifetime sales, sales count and average sale.
- Use Recent Sales to verify the latest bills attached to this profile.
What the Dossier Shows
| Area | What it means | How to use it |
|---|---|---|
| Lifetime sales | Total sale value linked to the customer. | Spot important repeat customers and obvious bad totals. |
| Sales | Count of customer sales. | Check whether this is a regular account or a one-time buyer. |
| Average sale | Lifetime total divided by sales count. | Compare normal order size before granting credit. |
| Contact | Phone and email from the profile. | Confirm identity before account settlement or edits. |
| Tax | Customer GST type. | Check before registered-customer invoices. |
| Recent sales | Latest linked sale rows with status, date and total. | Find the bill before reprint, return or payment follow-up. |
Activity Tab
The source includes a customer Activities tab that reads sale history by branch and customer. It summarizes sold quantity, sale total, return quantity and return total, then allows export of the customer sales report.
- Use Activities when the dossier's recent-sales table is too small for the question.
- Review process states such as Add, Edit and PartialReturn.
- Check return quantity and return amount before discussing account value with the customer.
- Export activity only when the owner approves sharing that customer history.
Before Editing a Profile
- Confirm that the selected row is not Walk-in Customer.
- Check recent sales and dues before changing category or credit permission.
- Do not overwrite a phone or email just because a different person used the same account once.
- After editing, reopen the profile from the list and confirm the change.