Manage Customers

Add customers at the register or in BackOffice to begin emailing receipts, tracking purchase history, and keep track of your most loyal customers.

Watch our Manage Customers video below:

Manage Customers

Table of Contents

Manage Customers at the Register

Tag customers to sales, add new customer info, and modify existing customers while they are in store making a purchase. Check out our FAQ for answers to common questions that come up when adding and managing customers at the register and in BackOffice.

Tag Customers

Associate an existing customer with a sale before or as it is rung up. This links them to their purchase and makes emailing receipts quicker if they have an address on file.

  1. Tap 'Select Customer' at the top of the running total.
  2. Choose a customer from the list to tag them to the sale.

    Tag a customer at any point during the transaction to add them to the sale. You cannot tag a customer after the sale is complete.

  3. (Optional) Tap 'Email Receipt' to send a receipt to the customer’s email after completing the sale.

After running some sales, visit the BackOffice Sales by Customer Report to see your top customers, what they purchased, and who hasn’t visited in awhile.

Add Customers

Need to add a new customer? Capture their info in seconds at any point during the sale.

  1. Before adding a customer, search the customer list to make sure they do not already exist.

    Duplicate customer records cannot be merged together later.

  2. To add a new customer, tap the '+' in the top right of the running total.
  3. Enter the new customer’s info and tap 'Done'.

    Provide at least a first/last name or email address.

    With an active internet connection, the new customer syncs to BackOffice for record keeping.

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

Edit Customers

Modify a customer’s info right at the register to keep the business’s records up to date.

  1. Tap the ⓘ next to a customer.
  2. Add/edit/delete information as needed.
  3. Tap 'Done'.

    Customer info updated at the register syncs to BackOffice when there is an active internet connection.

Transaction History

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

  1. On the control panel, tap 'History / Returns'.
  2. Tap the arrow, then 'Customers' to search through your customer list.

    Enter customer contact information (name, email, or phone number) in the search bar to filter through your customer list.

    Click to Enlarge
  3. Tap the customer’s name to view their transaction history.

    All transactions tagged to the customer from present and past shifts display in the transaction history.

    Click to Enlarge
  4. (Optional) Tap any transaction to either process a return or re-print their receipt.
    Click to Enlarge

BackOffice Customer Management

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

If you have a large quantity of customers to add/modify/delete in BackOffice, try using Bulk Customer Management instead.

  1. In BackOffice, tap 'Marketing' and then 'Customer List'.
  2. Select 'Add Customer' to add someone new or choose an existing customer from the list to edit.
    • The Customer List displays your 20 most recent added customers.
    • Before adding a new customer, search the Customer List to make sure they don’t already exist. Duplicate customer records cannot be merged together later.
    Click to Enlarge
  3. Enter the customer’s information.

    At minimum, there must be a first name, last name, or email entered.

    Click to Enlarge
  4. Tap 'Save' to finish up.

    Remember to Get Updates to sync the new customer to the iPad register.

Need to view the entire customer list? Check out our Troubleshooting Guide for some solutions.

Customer Reports

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

If you send email receipts, you can also see how customers interact with the links on those receipts. Visit our Marketing Dashboard article to learn how.

Customer Purchase History

Look up a customer’s purchase history to see how much they spent, what they bought, and more details on their activity at your business.

  1. In BackOffice, click 'Marketing' and select 'Customer List'.
  2. Select a customer.
    Click to Enlarge
  3. Click 'Item Purchase History'.
    Click to Enlarge

    This shows the customer’s entire history, complete with totals and the individual items they bought.

    Click to Enlarge

Separate customer purchase histories cannot be merged together.

Sales by Customer

Run the Sales by Customer report for an overview of what each customer bought over a period of time. Visit the full Sales by Customer Report article to learn how to read, filter, and export this report.

  1. Click 'Analytics' and select 'Customers'.
  2. Click the Date icon, choose a preset or custom range, and press 'Retrieve'.

    This report displays your top customers along with a table that provides additional detail on their sales.

    Click to Enlarge

Separate customer purchase histories cannot be merged together.

  • Help us improve ShopKeep Support. Was this article helpful?
  • YES   NO