Setting Up Your Customer Database

Go to POS > Customers and click Add Customer. Enter the customer's name, phone number, and email. Phone number is the primary identifier — this is especially important in African markets where mobile numbers are more reliable than email addresses. You can add notes like preferred payment method or delivery address. Customers can also be created during checkout by tapping Add Customer on the sale screen.

When processing a sale, tap the customer icon and search by name or phone number. Selecting a customer links the transaction to their profile. This builds a purchase history over time — you can see what they buy, how often, how much they spend, and their preferred payment method. Linked transactions power the churn prediction and segmentation features.

If you have an existing customer list — from a spreadsheet, WhatsApp contacts export, or another system — go to Customers > Import and upload a CSV. Map columns to name, phone, and email fields. Duplicates are flagged by phone number so you can merge or skip. This is the fastest way to get started if you have been tracking customers manually.

Customer data is stored securely in your AskBiz account. You control who can view customer details through role-based access — cashiers can search customers but only managers can export data. GDPR tools let you export or delete a customer's data on request. All data access is logged in the audit trail.