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Customers holds the people you sell to. You can attach a customer to a register sale, and online shop orders are matched to a customer by email automatically.
Required permission: read access to customers to view them. Creating, editing, and deleting customers each need the matching permission.

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How customers are added

  • Manually — click New Customer on the Customers page.
  • At the register — click Add customer in the cart, then Add new customer. See Web POS.
  • From the online shop — when someone places an order, Relyant finds the customer with that email address or creates one.

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Add a customer

1

Open Customers

In the sidebar, under Sell, click Customers.
2

Click New Customer

Click New Customer in the top-right corner.
3

Enter the details

  • Name — required
  • Email — used to send receipts and to match online orders
  • Phone
  • Notes — anything staff should know
4

Save

Save the customer. They appear in the list and in the register’s customer search.

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View a customer

Click a customer to open their page. You see:
  • Customer Info — name, email, phone, and notes. Click Edit to change them.
  • Summary — Total Orders and Total Spend.
  • Order History — every order linked to the customer. Click an order to open it.
The order keeps a snapshot of the customer’s name, email, and phone at the time of sale. Editing the customer later doesn’t change past orders.

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Export or delete customers

  • Click Export to download all customers as a CSV with name, email, phone, order count, notes, and created date.
  • Select rows in the table, then click Export Selected or Delete Selected.
  • To delete one customer, open the row menu and click Delete.
Deleting a customer can’t be undone. Their past orders stay in Orders, but they’re no longer linked to a customer record.

Web POS

Attach a customer to a sale.

Orders

See every order in one place.