Loyalty Program & Customer Dues

Customer directory

Customers are identified by phone number and stored in the Customers page. Each customer record shows:

• Total visit count and lifetime spend.
• Current loyalty point balance.
• Outstanding due balance (if any).
• Full purchase history.

At the POS, type a phone number in the Customer field and press Enter to look up an existing customer or create a new one.

Loyalty program

Earning points

When a sale is completed with a customer attached, the customer earns points based on the amount paid. The earn rate is configurable in Settings → Loyalty:

• Earn rate — e.g. “1 point per $1 spent” or “10 points per ₹100”.
• Points are computed on the final amount paid after discounts and loyalty redemptions.
• The receipt shows how many points were earned at the bottom.

Redeeming points

When a customer with a positive balance is attached at checkout, a Redeem points field appears. Enter the currency amount to redeem (the system converts to points automatically) or click Use all.

• Redemption is capped at the customer’s actual balance — you cannot overdraw.
• The point value is configurable in Settings (e.g. 100 points = $1.00).
• After redemption, points are deducted and the receipt reflects the loyalty discount.

Dashboard ranking

The Sales Dashboard shows a Top Loyalty Customers table ranked by current point balance, so you can identify your most loyal customers at a glance.

Customer dues (credit sales)

Udhaar (credit sales / running tab) lets a customer take goods now and pay later. This is common in small retail worldwide — the corner shop extending credit to a regular.

Creating a due

1. Attach a customer (phone number required) at the POS.
2. At checkout, select Cash as the payment method.
3. Enter an Amount received less than the sale total.
4. The system warns before finalizing that the shortfall will be added to the customer’s due.
5. Confirm. The sale is completed and the unpaid balance is added to the customer’s running due.

Due warning at POS

If a customer already has an outstanding due, a warning appears when they are attached at the POS — the cashier sees the current balance before ringing up the new sale. A second warning appears if the current sale would add to it.

Recording a payment

1. Go to Customers and click the customer.
2. Click the due amount to open the payment form.
3. Enter the amount received (capped at current balance).
4. The payment is recorded in the customer’s due payment history (CustomerDuePayment table) — not just a number decrement — so there is a full audit trail of who paid what and when.

Store credit (from returns)

When a customer returns items, the refund can optionally be issued as store credit rather than cash or UPI. Store credit is a separate creditBalanceon the customer record (distinct from the due balance) and can be spent at any future checkout — it appears as a “Use store credit” option at the POS when the customer is attached.