# Manage customers and loyalty

> Add customers, group them, follow what they owe, run a points program and sell on invoice.

Source: https://docs.bakasir.com/en/docs/portal/customers

Video tutorial (1:40): [Add and manage customers](https://media.bakasir.com/bakasir-media/docs-video/portal-customers/portal-customers.mp4), subtitles: https://media.bakasir.com/bakasir-media/docs-video/portal-customers/portal-customers.en.vtt



A customer record lets you follow who buys from you, what they still owe and, with the loyalty program, how many points they have earned. In this tutorial you add a customer and learn what you can do with the record. It takes about 3 minutes.

## Before you start

- You are signed in to the **Business Portal**. Owners, Managers and cashiers can all add customers.
- For the points program, the **Loyalty** extension must be active. The Owner turns it on in **Plugins**.

## Steps




### Open the customer list

Click **Sales → Customers**. The cards at the top show **Total Customer**, **With Balance** and **Total Outstanding**.




### Click Add Customer

Click **Add Customer** at the top right.




### Enter the name and contact

Fill in **Full Name**, which is required, then **WhatsApp Number** and **Email**. The WhatsApp number and email let you send receipts later.




### Add company and address

If the customer is a business, enter **Company Name** and **Tax No**. Add the **Address**, **State / Region**, **City**, **Country** and **Postal Code** if you need them on invoices.




### Choose the group and type

Pick a group in **Group**: walk in, reguler, premium, vip, wholesaler or reseller. Set **Customer Type** to **B2C** for individuals or **B2B** for businesses.




### Set the credit

Enter a **Credit Limit** if you allow this customer to buy on credit. Use **Opening Balance** for an amount the customer already owes you when you start using Bakasir. Turn on **Enable Portal Login** if the customer may sign in to your online store.




### Create the customer

Click **Confirm & Create Customer**. The customer is now available at the register: search by name or phone when you sell.




### Open the customer record

Click the actions button on the row and choose **Details** to see the profile, or **Customer ledger** to see every sale with its total, paid amount and the running balance.




## Find and organize customers

- Use the search box for name, email or phone.
- Use **Filter** for the customer group and status, and **Sort** for A to Z or by the highest or lowest outstanding amount.
- Tick several customers to change their group, type or status, give or remove portal access, or delete them in one go. A deleted customer keeps their sales history.
- **Import customers** accepts a CSV file with the columns `name`, `email`, `phone`, `whatsapp`, `company`, `tax_no` and more, plus `opening_balance`. Customers that already exist are skipped, never overwritten.

## The points program

When the **Loyalty** extension is active, a **Loyalty** button appears on the customer list.

1. Click **Loyalty** and turn on **Enable Loyalty Program**.
2. Set the **Earn Rate** (how much a customer spends to earn 1 point) and the **Redemption Value** (what 1 point is worth when used).
3. Set the **Minimum Points to Redeem** and the **Points Expiry**: **Never**, **6 Months** or **12 Months**.
4. Turn on **Show Points on Receipt** to print the balance on receipts.

Members earn points on completed sales and spend them at the register. In a customer's actions menu, **Points Ledger** shows every movement, and **Adjust points** corrects a balance with a reason. Voiding a sale reverses the points of that sale.

## Sell on invoice

For a customer who pays later or needs an invoice instead of a receipt, use **Sales → Invoice Sales**.

1. Choose the **Date**, the **Customer** and the store.
2. Search or scan products to add them. Choose **Retail** or **Wholesale** price per line.
3. Enter **Order Discount**, **Shipping Cost** and **Order Tax** if needed. A manual discount or tax change entered by a cashier needs a Manager or Owner PIN.
4. Choose the **Payment Status**: **Paid** or **Unpaid**, and the **Payment Method**. The **Sale status** (Completed, Placed, On hold or Draft) decides how the invoice is recorded.
5. Click **Submit**, review the summary and click **Create Invoice**.
6. Use **Print Invoice** or **Send Invoice by Email**.

Unpaid amounts show up as **Outstanding** on the customer. Invoice paper size and design are set in **Settings → Receipt & Invoice**.

## Tips

- **Credit Limit** is a reminder for you and your cashiers. Bakasir does not block a sale when it is passed, so check the ledger before you sell more on credit.
- **Adjust opening balance** corrects the starting balance with a reason, for example after a data entry mistake.
- **Customers are shared** between all your outlets.

## Next steps

- [Read the customer reports](https://docs.bakasir.com/en/docs/portal/reports.md)
- [Discounts and promotions at the register](https://docs.bakasir.com/en/docs/web-pos/discounts-and-promotions.md)
- [Online store customers](https://docs.bakasir.com/en/docs/commerce.md)