Manage Customers

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

Watch our Manage Customers video below:

Manage Customers

Table of Contents

Register Customer Management

Add new customer info, 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.

Add Customers

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

  1. Tap 'Select Customer' and search to make sure the customer does not already exist.

    Duplicate customer records cannot be merged together later. A warning prevents cashiers from adding duplicate customer email addresses.

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  2. Tap 'Add Customer' to add the customer.
  3. Enter the new customer’s info and tap 'Done'.

    Provide at least a first/last name 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

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

  1. Tap 'Select Customer' and choose a customer to tag to the sale.

    Tag a customer at any point during the transaction to add them to the sale. A customer cannot be tagged after the sale is complete.

  2. (Optional) After completing the sale, tap 'Email Receipt' to send a receipt to the customer’s email.

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

  1. Tap 'Select Customer' and tap the ⓘ next to a customer.
  2. Add, edit, or delete information as needed.
  3. Tap 'Done' to save changes.

View Transaction History

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

  1. On the Control Panel, tap 'History / Returns'.
  2. Tap the arrow, then 'Customer' to search the customer list.
  3. Enter customer contact information in the search bar to find a customer.

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

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  4. 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.

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  5. (Optional) Tap any transaction to either process a return or reprint a receipt.
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BackOffice Customer Management

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

If you are adding/modifying/deleting many customers, try using Bulk Customer Management instead.

  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 customer at a time. To view a specific customer, search by name, email or phone number. To view the entire list, export customers.

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    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.
  3. If adding or editing a customer, enter the customer’s information or make changes, then click ‘Save’.

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

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  4. To delete a customer, click 'Delete'.
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  5. In the ShopKeep app, tap ‘Get Updates’ 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, email addresses, and other 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 a single customer’s purchase history from the Customer List or run a report that displays all of the business’s top customers.

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

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.

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

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Separate customer purchase histories cannot be merged together.

Sales by Customer

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

  1. 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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Separate customer purchase histories cannot be merged together.

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