Operations2 min read
Customers & suppliers
CRM, purchase orders, and import workflows.
People is your CRM layer — track who buys from you and who supplies your stock. Customer records power POS checkout, SMS, reports, and repeat-order workflows. Supplier records feed purchase orders and cost tracking.
Customers
- 1Create at POS during checkout (quick-add) or from People → Customers → New.
- 2Enter name, phone, email, and optional address — phone is used for SMS.
- 3Assign customers to orders for history and segmentation.
- 4Review purchase totals, order count, and last order date on the profile.
- 5Import bulk customers from CSV (name, phone, email columns).
Customer features
- Purchase history with order links and totals
- Optional customer portal login for repeat buyers
- Segmentation for bulk SMS campaigns
- Link to delivery addresses for faster checkout
Suppliers
Suppliers represent vendors you buy inventory from. Link products to default suppliers for faster purchase order creation.
- 1Add supplier under People → Suppliers with contact details.
- 2Create a purchase order: select supplier, add line items, submit.
- 3Receive stock — quantities update in the assigned warehouse.
- 4Review supplier spend in Reports → Purchases.
Import reference
| Entity | Required columns | Optional columns |
|---|---|---|
| Customers | name, phone | email, address, notes |
| Suppliers | name | phone, email, address, payment terms |
Always capture phone numbers at POS — even walk-in customers — so you can send receipts and order updates via SMS.
Customers → /dashboard/people/customers · Suppliers → /dashboard/people/suppliersStill need help?
Our team responds within one business day.