Customers

Depends on your plan

This page is part of the Customer profiles and customer discounts feature. If it is not in your plan, you will not see it in the menu. See Plans and features.

Customers holds your customer profiles. Tills find customers by phone or name, can add new ones (also offline) and apply their discount automatically. Tills only hold the name, phone and discount.

Add or edit a customer

1. Select Add customer (or a customer to edit).
2. Fill in:
   • Name and Mobile phone — one customer per number, for example 077 123 4567.
   • Email (optional).
   • Customer discount (%) — applied automatically at the till; needs no manager approval.
   • Notes — for the back office only; not sent to tills.
   • Marketing consent — tick SMS, WhatsApp or Email only if the customer agreed.
   • Active — inactive customers are removed from tills.
3. Save.

Customer details

Each customer shows the number of purchases, how much they Spent (after returns), when and where the profile was created (at a till or in the admin), the Purchase history with receipts, and the Consent history.

Personal data (PDPA)

Under Sri Lanka’s Personal Data Protection Act (PDPA), a customer can ask what you hold about them, or ask you to delete it. Open the customer and use Personal data (PDPA). You need the Export and erase customer data (PDPA requests) permission — owners and administrators have it by default.

Export a customer’s data

Select Export data. GPOS downloads a file with everything held about the customer — profile, purchases and consent history — to give to them.

Erase a customer

1. Select Erase customer.
2. Read what happens: their name, phone, e-mail and notes are removed for good, and all marketing consent ends. Sales stay (for your books) but no longer show who bought.
3. Type the customer’s name to confirm and select Erase for good.

The profile then shows This customer’s personal data was erased on request, is set inactive, and disappears from the tills on their next sync. Their personal details are also cleared from the audit log. This cannot be undone.

Caution

Check that the request really comes from the customer before you export or erase their data.

Marketing consent

Consent is recorded per channel and is no by default. Every change is kept with the date and who recorded it, so you can show when a customer agreed or withdrew.

Search by name or phone and filter by Status. The Sales by customer report lists your top customers by spend and visits.