CRM & Customers

Customer Management

Manage all your customers from CRM → Customers.

• Create customers with: name, phone, email, GSTIN, address, and price level.
• Customer Detail View: Full 360° view — purchase history, outstanding dues, loyalty points, ledger, and contact info.
• Assign customers to groups or price levels for differentiated pricing.
• Set credit limits per customer — the POS warns if a sale would exceed the limit.

Loyalty Points

Reward repeat customers with a points-based loyalty programme.

1. Go to Settings → Loyalty and configure:
   • Earn rate: Points earned per ₹ spent (e.g., 1 point per ₹100).
   • Redeem rate: Value of each point (e.g., 1 point = ₹1).
   • Minimum points to redeem: Minimum balance before redemption is allowed.
2. Points accrue automatically on every purchase.
3. At POS checkout, the cashier can apply accumulated points as a discount.
4. Points balance is visible in the customer detail view.

Loyalty Punch Cards

Cafe Module

Classic "buy X, get 1 free" loyalty cards — digital.

• Configure the card: number of punches needed, reward (free item/discount).
• Each qualifying purchase adds a punch.
• When the card is full, the reward is automatically applied.

Gift Cards

Supermarket Module

1. Go to CRM → Gift Cards → Issue.
2. Set the card value and generate a unique code.
3. Sell the gift card to a customer (or issue as a promotion).
4. At POS, the recipient enters the gift card code. The balance is deducted from the card.
5. Lookup any card's remaining balance, or cancel a card.

EMI Plans

Mobile Shop / Electronics

Offer instalment plans on high-value purchases.

1. At POS, after creating a sale, click Create EMI Plan.
2. Set the number of instalments, amount per instalment, and due dates.
3. Track each instalment status — Pending / Paid / Overdue.
4. Send reminders for upcoming or overdue instalments.

Protection Plans / Extended Warranty

Mobile Shop Module

• Create protection plans with coverage duration and price.
• Sell a protection plan alongside a product at POS.
• Track active plans per customer and product.

Combo Offers & Bundle Deals

Supermarket / Restaurant / Cafe

• Create combo offers: "Buy Product A + Product B together for ₹X" or "Buy 2, Get 1 Free".
• Combos are applied automatically at POS when qualifying products are in the cart.

Credit Limits & Dues

• Set a credit limit per customer. The POS shows a warning if a credit sale would exceed the limit.
• View Customers with Dues from Finance → Customer Receipts for a list of all outstanding balances.
• The Ageing Report shows dues broken down by age buckets (0-30 days, 30-60, 60-90, 90+).

Payment Reminders

Send automated or manual payment reminders to customers with outstanding dues.

• Go to Finance → Dues Reminders.
• Select customers and send reminders via WhatsApp or SMS.
• View reminder history and response summary.
• Overdue invoice reminders can also be sent from the Invoices screen.

Customer Portal

Give your customers self-service access to their invoices and account.

• Customers log in via OTP (no password needed).
• They can view their invoice list, download invoice PDFs, and see their account summary (total purchases, outstanding balance).
• No setup needed — the portal is available automatically at your CoreAxis URL.