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Customer Management

GreenPOS provides comprehensive customer management to help you build relationships, track purchases, and maintain compliance.

Customer Dashboard​

Access customer management from the main navigation by clicking Customers.

Customer List Features​

  • Search: Find customers by name, phone, or ID
  • Filters: Filter by customer type, loyalty status, or registration date
  • Quick Actions: View profile, add to sale, or edit details

Adding a New Customer​

  1. Click Add Customer button
  2. Fill in required information:
    • First Name
    • Last Name
    • Date of Birth (for age verification)
    • Phone Number
  3. Add optional information:
    • Email address
    • Medical card number (if applicable)
    • Notes
  4. Click Save Customer
Age Verification

GreenPOS automatically calculates age from date of birth and displays verification status on the customer profile.

Customer Types​

TypeDescription
RecreationalStandard adult-use customer (21+)
MedicalPatient with valid medical card
CaregiverAuthorized to purchase for patients

Customer Profile​

Click on any customer to view their complete profile:

Profile Sections​

  1. Contact Information

    • Phone, email, address
    • Edit anytime as needed

  2. Purchase History

    • Complete transaction history
    • Total spend and visit count
    • Favorite products

  3. Loyalty Points (if enabled)

    • Current point balance
    • Points earned/redeemed history
    • Available rewards

  4. Notes

    • Staff notes about customer
    • Preferences and special requests

Importing Customers​

To import customers from another system:

  1. Go to Settings → Import/Export
  2. Select Import Customers
  3. Upload CSV file with required columns:
    • first_name
    • last_name
    • phone
    • date_of_birth
  4. Map columns if needed
  5. Click Import

Customer Lookup at POS​

During a sale, you can quickly add a customer:

  1. Click Add Customer on the POS screen
  2. Search by name or phone
  3. Select the customer
  4. Customer is now attached to the sale

This enables:

  • Purchase history tracking
  • Loyalty point accumulation
  • Compliance reporting
  • Personalized service

Next Steps​