Find a customer and see their history

Every customer has one record with their whole history: what they bought at each branch, what they owe and since when, deposits they paid ahead and their loyalty points.

Steps

1. Search for the customer

   Go to Customers › All customers and type in the search box: part of the name, the last digits of the phone number, the customer number, the email or the KRA PIN. The switches Owes money and Has a credit limit narrow the list.

   Zoom

   

2. Open the customer

   Tap the customer in the list. Their page opens on Overview.

3. Read the overview

   At the top: Lifetime spend, Visits, Average basket and Owes on account, with what is overdue. Below are Spend by month for the last 12 months and the Open invoices: “Payments settle the oldest invoice first.”

   On the right: the Profile, the Credit account (how much of the limit is used, what is left and the payment terms), the Money held for them, their Loyalty points and their Consent to offers.

   Zoom

   

4. See what they bought

   Tap Purchases. Each sale, return and quotation shows its number, date, items, where it was made (the till or an invoice, and the branch), its status and total. Tap one to open it.

   Zoom

   

The other tabs show the rest of the history: Statement (every charge and payment on the account), Agreements, Collections, Loyalty (every point earned and spent) and Deliveries. A tab shows only when its feature is on for your business.

Tip

Export, at the top of the customer list, saves the list as you see it to a file, customers.csv.

What if

No customer matches

Kila shows:

No customer matches

Try part of the name or the last digits of the phone number.

Search for less: a first name, or the last four digits of the phone.

A sale opens as “Sale not found”

Kila shows:

Sale not found

This branch is outside your assigned branches.

The customer’s purchases list every branch, but you open only the sales of the branches your role covers. Someone who covers that branch, such as the general manager or the owner, can open it.

Related

• Add a customer: a record for someone new.
• Print a customer statement: every charge and payment on the account.
• Follow up an overdue account: what is late, and who to call.
• Add a customer to a sale: putting a customer on a sale at the till.

Next: to give the customer a list of what they owe, see Print a customer statement.