Your customer list & repeat buyers

Where the list comes from

You never type a customer in. The moment an order is placed — online, or one you enter yourself for a WhatsApp or walk-in sale — the phone number on that order becomes a customer record. Order again with the same number and it attaches to the same person instead of creating a new one.

Dashboard → Customers

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1. 1Part of a number worksTyping 4321 finds 98765 43210 — no need for the full number.
2. 2ExportDownload the whole list as a spreadsheet.

Reading the list

Open Customers from the sidebar. Each row is one person, newest buyer first.

• Customer — name, and the email if they gave one.
• Phone — the number they order from. This is what you WhatsApp.
• Orders — how many times they have bought.
• Total Spent — everything they have paid you, added up.
• Points — their loyalty balance, if you run a points programme.
• Last Order — the date they last bought. The most useful column on the page.

The search box matches a part of the name, phone or email, so typing 4321finds 98765 43210 without the full number. Download gives you the whole list as a spreadsheet.

Opening one customer

Tap any row. The customer page pulls everything about that person onto one screen:

• A status badge — New, Active, Running Low or Churned (explained below).
• Order History — their most recent 30 orders, with what was in each and what it came to.
• Frequently Bought — the items this customer orders most often, so you know what to offer first.
• Saved delivery addresses — useful when they ring up and say “same place as last time”. Each one names who receives orders there (a parent's home under the parent's name and mobile, say) and may carry an alternate number — a second mobile or a landline with its STD code, never the same number again. An address with a saved delivery location shows a link to open that spot in Maps.
• Loyalty points, with an Adjust points control to add or remove points by hand. You must write a short reason, and it is recorded.
• Wallet balance and every credit and debit, if you have store credit switched on.
• Pricing group — put this customer on your wholesale or dealer rate. See Members Only.
• + New Order at the top — a call that ends in “yes” becomes an order without retyping their number or address.

What New, Active, Running Low and Churned mean

Rather than making you guess, we work out each customer’s own buying rhythm — the average gap between their orders — and compare it with today.

Because it uses their own gap, a monthly grocery buyer and a twice-a-year saree buyer are judged differently — nobody gets chased too early.

Repeat Customer Insights

Open Customers and tap Repeat Insights at the top. The page is called Repeat Customer Insights, and it is the same data, sorted into the three lists that actually lead to a sale today:

• Running Low — send a friendly reminder. People whose re-order date has quietly slipped past. Highest hit rate of anything in the dashboard.
• Top Loyalty Drivers. Your best repeat customers. Look after these first.
• Churned Customers. Gone much longer than usual. Worth a real offer, not just a hello.

Each row shows their Cycle (their usual gap in days) and how Overdue they are, with a WhatsApp action next to it.

Customers → Insights

Getting them back — what to actually send

Handle the list responsibly

Common questions