Bharat Studio
helpCentre

helpCentre

POS Customers

The Customers section helps you build and manage your regular customer base. Add customers with their name, phone number, and email, search them instantly during checkout, track their full purchase history, and see which loyalty tier they belong to — Regular, VIP, or Premium — based on how much they have spent at your shop.

stepByStep

1

Open the Customers list

Go to POS → Customers. You see all registered customers sorted by name. Each row shows the customer's name, phone number, loyalty tier badge, and total lifetime spend.

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2

Add a new customer

Tap "Add Customer" (+ button). Fill in the customer's name (required), mobile number (required for WhatsApp invoice), email address (optional), and any notes. Tap Save. The customer is immediately available in POS checkout search.

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3

Search for a customer

Use the search bar at the top of the Customers list. Type the customer's name or phone number — the list filters instantly. During checkout you can also search from the "Select Customer" panel in the cart.

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4

View customer purchase history

Tap a customer's name to open their profile. The profile shows all past orders, the date and amount of each purchase, and the products they bought. Tap any order to see the full itemised bill.

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5

Understand loyalty tiers

Customers are automatically assigned a tier based on their total purchase amount at your store: Regular (₹0 to ₹9,999 lifetime spend), VIP (₹10,000 to ₹49,999), or Premium (₹50,000 and above). Tiers update automatically as customers spend more.

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6

Distinguish walk-in vs registered customers

Walk-in customers are orders completed without selecting a customer — common for one-time buyers. Registered customers have a saved profile and accumulate purchase history and loyalty tier progress. Encourage regulars to register so you can track their spending and send invoices easily.

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7

Edit a customer profile

Tap a customer's name, then tap the Edit icon (pencil). Update their name, phone number, email, or address. Changes apply to future orders; existing orders retain the old information.

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proTips

Ask customers for their mobile number the first time they buy — once saved, future invoices take just one tap to send.
VIP and Premium customers are your highest-value buyers — consider giving them special discounts or early access to new stock.
You can add customers in advance (before their first purchase) from the Customers list, so they are ready for checkout.
Customer notes (visible in the profile) are great for recording preferences like "always wants printed receipts" or "asks for GST invoice".
Walk-in orders do not contribute to any customer's loyalty tier — encourage repeat buyers to register so they build tier progress.

frequentlyAskedQuestions

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