Customers

The customer registry is optional: you can charge without registering anyone. It pays off when you have buyers who come back, when you take layaways — a layaway does need a customer — or when you want to know who buys what.

Registering a customer

1. Open Customers and press Create a customer.
2. Type the Name. That’s the only required field.
3. If you have them, fill in Phone, Email and Birthday.
4. Save.

On save, Atiéndalo gives them a code of their own, shaped as C- plus your shop’s initials and a number (C-ATD-4821). That code is also their QR.

From checkout you can register one without interrupting the sale: the New customer button opens a window with the name, and saving it attaches them to the sale in progress. Anyone with the Sell at the till permission can do this, even without seeing the full customer list: that one belongs to the Customers and promotions permission.

If your customer list already lives in Excel or another system, bring it over with Import customers: Importing your inventory.

Attaching them to the sale

At checkout, type their name, phone, email or code into the search box (from three letters) and pick them in the Customers group, or use Add in the Customer section of the right-hand column to search customers only. You can also scan their QR with the scanner or the camera: the customer is attached with no searching at all.

Once picked, their card shows: name, code, phone, email and what they have bought at your shop. The × takes them off the sale in progress; nothing has been charged yet, so if it was a mistake just look them up again.

A layaway requires a customer: without one, the Layaway tick won’t let you continue.

Birthdays

If you recorded their birthday, the card flags it from three days before to three days after: Birthday in 2 days, It is their birthday today!, Birthday was yesterday. That way you find out in time to greet them or offer something, even if they don’t come in on the day itself. The notice shows at checkout, on the order and on the customer’s page.

Changing it after the sale

On the order, the Customer card has a ··· menu with View customer and Remove from sale; removing asks for confirmation and does not delete the customer. An order with no customer shows a search box: picking someone from the list attaches them with no further button, and New customer registers one and attaches them to that order. A layaway can’t be left without a customer.

The QR code

Every customer has a unique QR, which is their code. Print it and hand it over, or send them a photo: at the counter you just scan it.

• From the customer’s page, with Print QR.
• From the sale success screen, with Print customer QR, when the sale already has one.

Both open the same print dialog as product labels, at whatever size your shop has configured. See Labels & printers.

Their history

The customer’s page gathers what’s theirs: how many orders they have, how much they’ve bought in total and in the period, how many distinct products they’ve taken, the list of their orders, any notes you keep on them, and the gift cards in their name.

Taking your data with you

There’s no per-list download: the export covers the whole shop. In Your store → Data, Download ZIP hands you one CSV per table — customers.csv among them, with codes, phones and emails — ready to open in Excel or Sheets. Your data is always yours.

What can go wrong

• It won’t save the customer. The name is missing, or the email already belongs to another customer in your shop: emails aren’t repeated.
• You scan the QR and nothing reacts. A customer QR starts with C-; a scanner that only reads linear barcodes won’t see it. You need a 2D scanner or the phone’s camera.
• A cashier can’t find the customer list. With Sell at the till you search, view and register customers, but don’t list or edit them. That’s for admins and the Customers and promotions permission; give it under their access.
• The phone number won’t save. It’s validated as a real number; write ten digits, or add the country code if it’s from abroad.
• A customer appears twice. Someone registered them again at the counter instead of looking them up. Customers are never deleted, so their sales history isn’t lost: keep the good one and, if you like, flag the other in its notes.