Manage Customers

Add customers to the Customer List from the register or BackOffice to track their contact details and link them to their purchases. View purchase histories of individual customers and see a report of top customers by sale frequency and amount after you start tagging customers to sales.

Table of Contents

Register Customer Management

Add new customers, tag customers to sales, and modify existing customers while they are in the store making a purchase. With an internet connection, all customer details sync to BackOffice for record keeping.

Some merchants using the iOS ShopKeep Register app will see the ‘Select Customer’ button on the right side of the screen. We are slowly rolling out the changes below to all merchants.

Add Customers

Add new customers at the register to begin tracking their contact details and purchases.

  1. Tap ‘Select Customer’ (iOS) or the customer icon (Android).
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  2. Search to make sure the customer does not already exist.
    • Search by customer name, phone number, email address, or customer notes.
    • Duplicate customer records cannot be merged. A warning prevents cashiers from adding multiple customers with the same email address or phone number.
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  3. Tap the ‘+’ to add a new customer.
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  4. Enter as many customer details as desired and tap 'Save' (iOS) or the disk icon (Android).

    Provide at least a first name, last name, phone number, or email address.

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Track how the Customer List grows over time with the Marketing Dashboard in BackOffice. Visit the Marketing Dashboard article for more information.

Tag Customers

Tag an existing customer to a sale during checkout before tendering it to link the customer to the transaction. This allows you to track the customer’s purchase history and more quickly email a receipt if they have an email address on file.

  1. Tap ‘Select Customer’ (iOS) or the customer icon (Android).
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  2. Search for and select a customer to tag to the sale.
    • Search by customer name, phone number, email address, or customer notes.
    • Tag a customer before tendering the sale. A customer cannot be tagged during checkout after the sale is tendered.
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  3. (Optional) After completing the sale, tap 'Email Receipt' to send a receipt to the customer’s email.
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After running some sales, visit the BackOffice Sales by Customer report to see an overview of top customers and what they purchased.

Edit Customers

Modify the name, address, or contact details of a customer right at the register to keep the Customer List up to date.

  1. Tap ‘Select Customer’ (iOS) or the customer icon (Android).

    If a customer is already tagged to the sale, tap their name, email address, or phone number.

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  2. Search for a customer, then tap the ⓘ icon next to that customer.

    Search by customer name, phone number, email address, or customer notes.

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  3. Add, edit, or delete information as needed.

    Changing the name of a customer will also update this information in some historical reporting. To learn more, visit the article for a specific report from our BackOffice support page.

  4. Tap ‘Save’ (iOS) or the disk icon (Android) to save changes.
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View Transaction History

Access the transaction history of a customer from the register to easily process returns, reprint receipts, and track what customers are buying.

  1. On the Main Menu, tap 'Sales History'.
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  2. Tap the arrow, then 'Customer' to search for a customer.
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  3. Enter a customer name, email address, or phone number to search.
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  4. Tap the customer to view their transaction history.

    All transactions tagged to the customer from past and present shifts will appear.

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  5. (Optional) Tap the 3 dot menu on any transaction to reprint a receipt or on any sale to process a return.
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BackOffice Customer Management

Add, edit, or delete customers one at a time through the Customer List in BackOffice.

For managing large quantities of customers, use Bulk Customer Management to add, modify, or delete customers with spreadsheets.

  1. In BackOffice, click ‘Customers’ and select 'Customer List'.
  2. Click 'Add Customer' to add someone new or select an existing customer to edit or delete.

    The Customer List displays 20 customers at a time. To find a specific customer, search by name, email, or phone number. To view the entire list at once, export customers.

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    Before adding a new customer, search the Customer List to make sure they do not already exist. Duplicate customer records cannot be merged.
  3. If adding a new customer or editing an existing customer, enter or make changes to their information, then click ‘Save’.

    At minimum, there must be a first name, last name, email, or phone number entered. Changing the name of a customer will also update it in some historical reporting. To learn more, visit the article for a specific report from our BackOffice support page.

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  4. To delete a customer, click 'Delete', then ‘Continue’ to confirm the deletion.
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  5. Get updates on the iOS or Android register to sync the changes to the register.

    Receiving an error while getting updates? Visit our troubleshooting guide for help.

Export Customers

Run the Customers Export to download a copy of the entire Customer List to analyze in spreadsheet software. This report contains the names, addresses, and contact information of your customers.

  1. In BackOffice, click 'Customers' and select 'Export Customers'.
  2. Click 'Export Customers' to download the report.
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  3. After downloading, open the export in spreadsheet software.
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    Customer Record ID | ID code required for modifying and deleting customers with Bulk Management.
    First/Last Name | Customer’s first and last name.
    Address Line, City, State, Zip | Customer’s location information.
    Email | Customer’s email address.
    Phone | Customer’s phone number.
    Sales Tax Number | If tax exempt, the tax number entered for the customer.
    Account Number | Unique customer identification number
    Notes | Any notes entered about the customer.

Customer Reporting

When it comes to reporting, view the purchase history of a single customer from the Customer List or run a report that displays all top customers of the business.

If you email receipts, visit the Marketing Dashboard to see how customers interact with the links on those receipts.

Customer Purchase History

Look up the purchase history of a customer to see how much they spent, what they bought, and more details on their activity.

  1. In BackOffice, click ‘Customers’ and select 'Customer List'.
  2. Select a customer.
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  3. Click 'Item Purchase History'.
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    This shows the entire purchase history of the customer, complete with their total sales amount and the individual items they bought.

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Purchase histories of separate customers cannot be merged.

Sales by Customer

To learn how often and to what extent customers are making purchases, use the Sales by Customer report.

  1. In BackOffice, click ‘Reports’ and select 'Customers'.

    The Sales by Customer report shows how often individual customers make purchases and gives total sale amounts. To learn how to read, filter, export, and print this report, visit our full Sales by Customer article.

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Purchase histories of separate customers cannot be merged.