Customer Management

Keeping a list of your customers helps you track their purchases, manage credit, and build relationships.

Viewing Your Customer List

1. Tap “Customers” in the bottom navigation
2. You see a list of all your customers
3. The total count appears at the top (e.g., “89 customers”)

Each customer card shows:

• Customer name
• Phone number
• Credit balance (if any, shown in orange/red)
• Last visit date

Searching for Customers

Use the search bar at the top to find customers by name or phone number.

Tip

Example: Type “Mama” to find “Mama Ngozi” or type “0803” to find customers with that phone prefix.

Filtering Customers

Tap the filter pills below the search bar:

Filter	What It Shows
All	All customers
No Balance	Customers who owe nothing
Has Balance	Customers who owe you money
Overdue	Customers whose credit is overdue (past 30 days)

Adding a New Customer

1. Tap the add button

   Tap the “Add Customer” button (top right).

2. Fill in the details

   Field	Required?	Description	Example
   Name	Yes	Customer’s full name	”Ngozi Okonkwo”
   Phone	Yes	Nigerian phone number	”08034567890”
   Email	No	Email address	”[email protected]”
   Address	No	Home or business address	”15 Allen Ave, Ikeja”
   Credit Limit	No	Maximum amount they can owe you (in Naira)	₦50,000
   Notes	No	Personal notes about this customer	”Comes every Saturday, prefers Peak Milk”

3. Save the customer

   Tap “Add Customer” to save.

Tip

Always save the customer’s phone number. SabiBooks uses it to send receipts and payment reminders via WhatsApp and SMS.

Viewing a Customer Profile

Tap on any customer in the list to see their full profile:

Contact Information

• Name, phone number, email, address
• Call button (opens your phone dialer)
• WhatsApp Reminder button (if they owe money)

Credit Status

• Credit Limit — Maximum credit you allow
• Balance — How much they currently owe (shown in orange if positive)
• Available Credit — How much more credit they can take (Credit Limit minus Balance)

Action Buttons

• Call — Call the customer
• Send Reminder (WhatsApp) — Send a payment reminder (appears only when they owe money)
• Credit Limit — Update their credit limit
• Record Payment — Record a credit payment (appears only when they owe money)

Customer Statistics

• Total amount spent (lifetime)
• Number of visits
• Average order value
• Last visit date
• Monthly purchase chart

Purchase History

A timeline showing:

• Every sale (with amount and date)
• Every credit payment (with amount and date)
• Running balance after each transaction

Editing a Customer

1. Open the profile

   Tap on the customer in the list to open their profile.

2. Tap Edit

   Tap the Edit button (pencil icon, top right).

3. Update and save

   Update any fields and tap “Save Changes”.

Deleting a Customer

1. Open the customer profile
2. Scroll to the bottom
3. Tap “Delete Customer”
4. Confirm the deletion

Caution

Deleting a customer removes them from your customer list. Their past transactions will still appear in your sales history, but you will lose their profile details and credit tracking. Consider keeping inactive customers rather than deleting them.