Customers¶
Manage customer master records and classification settings.
The Customers module provides administrators with the tools to manage customer master records and the supporting reference data that governs how customers are classified, priced, and fulfilled across the POS system.
Navigation: Admin → Customers
What You'll Configure¶
Customer profiles, contact information, and settings
Customer classes and price groups
Payment terms and billing conditions
Delivery services and shipping configuration
Documents in This Section¶
Create and maintain customer master records. Each record captures identity, address, contact details, credit terms, tax configuration, pricing assignments, and classification.
View Documentation →Define classification codes used to categorize customers by type or segment. Supports segmentation, reporting, and operational workflows.
View Documentation →Define pricing tier codes that control which price schedule is applied during a transaction. Supports wholesale or preferred customer pricing.
View Documentation →Define payment term codes that specify billing and due-date conditions for invoices and on-account payments.
View Documentation →Define shipping method codes used to identify the carrier or delivery service associated with a customer or transaction.
View Documentation →Key Concepts¶
Customer Data Structure: A customer record links together identity, address, contact, billing, and classification information - all of which drive pricing, tax, shipping, and payment behavior at the point of sale.
Reference Setup Order: Before customer records can be fully configured, supporting reference tables (Credit Terms, Customer Classes, Customer Price Groups, and Ship Vias) should be set up first, as several are required fields on every customer record.
ERP Integration: Customers can represent ERP-synchronized accounting customers or marketing-only customers maintained exclusively within the POS.