Customers: add, find and view them

Add customers during a transaction or from the list, find them by name, code or full phone or ID number, and see identity, consent and risk on their page.

Who can do this:

Owner, Store Admin, Manager, Supervisor-Approver, Cashier, Appraiser, Accountant, Auditor, Privacy Officer (role defaults; the owner can change them)

Customers in the system are both the sellers you buy from and the buyers you sell to. Details that identify a person, such as the national ID and phone number, are encrypted before they are saved.

Add a customer

Most customers are added during a transaction, for example under 3. Seller on the receive screen by tapping Add new customer. The system doesn't add customers by itself. To add one in advance:

1. Open Customers and tap Add customer.

2. Set Customer type to Individual or Company.

3. Enter the Name and National ID number. For a company, enter the Legal entity name and Tax ID.

4. Enter the Phone and any other contact details you need.

5. Tell the customer how their data is used, then record the consents they choose. See PDPA consent by purpose.

6. Tap Save.

The system checks the national ID's check digit and won't create two customers with the same ID number. If the number already exists, it tells you the existing customer's code and name.

Find a customer

Type in Name, customer code, phone, national ID or LINE ID.

• Names and customer codes can be searched in part, for example just the first name.

• Phone and national ID numbers must be typed in full, because they are encrypted.

• Email can't be searched.

What the customer page shows

• Customer details: ID and phone numbers are partly hidden; see Reveal a customer's full ID and contact details.

• Related items: items the store bought from this customer.

• Identity verification (KYC): see Customer identity verification (KYC).

• Consent (PDPA): see PDPA consent by purpose.

• Risk level: see Customer risk levels and blocking.

The customer page doesn't list all the customer's sales yet. To find a sales bill, search under Transactions.

Who can do what

• View customers: Owner, Store Admin, Manager, Supervisor-Approver, Cashier, Appraiser, Accountant, Auditor, Privacy Officer

• Add customers: Owner, Store Admin, Manager, Cashier, Appraiser

• Edit customers: Owner, Store Admin, Manager, Cashier

People without the View sensitive data (ID number/address) permission can't change the ID number, date of birth or contact details on the edit page.