{"id":6008,"date":"2025-10-11T13:48:53","date_gmt":"2025-10-11T13:48:53","guid":{"rendered":"https:\/\/matrixsprint.com\/help-center\/?post_type=docs&p=6008"},"modified":"2025-10-11T13:57:51","modified_gmt":"2025-10-11T13:57:51","password":"","slug":"storefront-6008","status":"publish","type":"docs","link":"https:\/\/matrixsprint.com\/help-center\/index.php\/docs\/e-commerce-management-6006\/storefront-6008\/","title":{"rendered":"Customer Management"},"content":{"rendered":"\t\t
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Overview<\/h2>

  • Customers represent the people or organisations that buy your products or services. Maintaining accurate customer records allows you to issue invoices, track purchases over time and build relationships with repeat buyers. The ERP also includes a default Anonymous Customer<\/em> for walk\u2011in sales where customer details aren\u2019t needed.<\/p><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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    Viewing Customers<\/h3>\t\t\t\t<\/div>\n\t\t\t\t
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    • Navigate to Customers in the left navigation bar to open the Customers Management page. A table lists all customers with columns for Name, Phone, Email, Address, Created By, Created At and Actions. Use the search bar to filter by name.<\/p><\/li>

    • The list typically includes a default Anonymous Customer, created automatically when you set up a new business. This customer has no contact details and is used for quick cash sales or invoices when the buyer doesn\u2019t provide information.<\/p><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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      Creating a New Customer<\/h3>\t\t\t\t<\/div>\n\t\t\t\t
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      You can add customers either from the Customers module or on the fly during a sale.<\/p>

      From Customers Management<\/h4>

      1. Click New Customer on the Customers Management page. A Create Customer modal appears.<\/p><\/li>

      2. Enter the following details:<\/p>

        • Name (required) \u2013 full name of the customer or business.<\/p><\/li>

        • Email, Phone Number, Street, City, Country, Zip Code \u2013 all optional; provide as much as you know.<\/p><\/li><\/ul><\/li>

        • Click Create to save the customer. They will now be selectable in POS, Quick Sale and Invoices.<\/p><\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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          On\u2011the\u2011Fly During a Sale or Invoice<\/h3>\t\t\t\t<\/div>\n\t\t\t\t
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          In POS, Quick Sale or Invoice creation, the customer dropdown includes an Add New Customer option. Selecting this opens a simplified customer form with Name, Phone and Email fields. After you click Add Customer, the new record is saved and automatically assigned to the sale. This avoids leaving the sales screen.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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          Editing and Deleting Customers<\/h3>\t\t\t\t<\/div>\n\t\t\t\t
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          In the Customers table, the Actions column shows icons to edit or delete a record. Clicking the pencil icon opens the Edit Customer dialog, where you can update any details; click Update to save. Deleting a customer removes them from the list, but it does not affect past sales records.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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          Default Anonymous Customer<\/h3>\t\t\t\t<\/div>\n\t\t\t\t
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          • The Anonymous Customer record is included with every business and cannot be renamed. Use it for walk\u2011in or cash\u2011and\u2011carry sales where collecting personal information isn\u2019t necessary. Selecting this customer allows you to complete a sale or invoice quickly.<\/p><\/li>

          • Because the anonymous customer lacks contact details, receipts and invoices will not display a name or address. For repeat customers or situations where you need to follow up, create a named customer instead.<\/p><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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            Where Customers Are Used<\/h3>\t\t\t\t<\/div>\n\t\t\t\t
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            • POS & Quick Sale \u2013 You must select a customer before confirming payment. Use the dropdown to choose an existing customer or add a new one on the fly. The Anonymous Customer is often the default choice for quick transactions.<\/p><\/li>

            • Invoices \u2013 Each invoice requires a customer in the Bill To section. Selecting a customer fills in their saved contact details on the invoice.<\/p><\/li>

            • Orders & Reports \u2013 Customer names appear in order histories and sales reports. Analysing sales by customer can help identify top buyers and track outstanding balances.<\/p><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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              Best Practices<\/h3>\t\t\t\t<\/div>\n\t\t\t\t
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              • Record at least a name and phone number for customers whenever possible. Detailed information supports better customer service and marketing.<\/p><\/li>

              • Use the Anonymous Customer only when you genuinely don\u2019t need to capture buyer data. Frequent customers should have named records so you can track their purchase history.<\/p><\/li>

              • Update customer details periodically to ensure invoices and receipts contain accurate contact and address information.<\/p><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

                Overview Customers represent the people or organisations that buy your products or services. Maintaining accurate customer records allows you to issue invoices, track purchases over time and build relationships with repeat buyers. The ERP also includes a default Anonymous Customer for walk\u2011in sales where customer details aren\u2019t needed. Viewing Customers Navigate to Customers in the […]<\/p>\n","protected":false},"author":1,"featured_media":4465,"parent":6006,"menu_order":1,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"footnotes":""},"doc_category":[],"doc_tag":[],"doc_badge":[],"class_list":["post-6008","docs","type-docs","status-publish","has-post-thumbnail","hentry"],"acf":[],"year_month":"2026-04","word_count":558,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"admin","author_nicename":"admin","author_url":"https:\/\/matrixsprint.com\/help-center\/index.php\/author\/admin\/"},"doc_category_info":[],"doc_tag_info":[],"author_avatar":"https:\/\/secure.gravatar.com\/avatar\/f38460beca8bfb11095e34259f6ddcb0410ee3f64a964eaf5d0b4291ed9759ce?s=96&d=mm&r=g","author_name":"admin","_links":{"self":[{"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/docs\/6008","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/comments?post=6008"}],"version-history":[{"count":17,"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/docs\/6008\/revisions"}],"predecessor-version":[{"id":6027,"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/docs\/6008\/revisions\/6027"}],"up":[{"embeddable":true,"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/docs\/6006"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/media\/4465"}],"wp:attachment":[{"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/media?parent=6008"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/doc_category?post=6008"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/doc_tag?post=6008"},{"taxonomy":"doc_badge","embeddable":true,"href":"https:\/\/matrixsprint.com\/help-center\/index.php\/wp-json\/wp\/v2\/doc_badge?post=6008"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}