Find customers and review their history

Open Customers before creating a new record or taking an order. Searching first helps prevent duplicate outlets.

Find the right customer

1. Open Customers from Home or bottom navigation.
2. Search using the name, shop name, phone or customer code.
3. Use available route or category filters to narrow the list.
4. Open the matching customer and confirm identity and contact details.
5. Review the financial summary and available orders, payments, cheques or warranty history.

The visible history is loaded in sections and may be paginated. An empty section or the first few recent records is not a complete lifetime statement.

Choose your next action

Use the available customer actions to take an order, collect payment or edit the outlet. Read Total Due, Pending Cheque and Actual Due together; do not treat a pending cheque as cleared cash.

Only customers you may access are returned. If an expected outlet is missing, check the branch, route and search filters before adding it again.