Customers

Customers are the heart of your commercial operation.
In Sarah you can store their data, view purchase history, analyze payment punctuality, and set how much credit to extend to each customer.

Create a new customer

You can create customers from:

• The Contacts module.
• POS, when associating a buyer to a sale.
• Public forms or integrations (according to configuration).

Recommended fields:

• Name / legal name.
• Document / Tax ID (CUIT).
• Phone and email.
• Address and city.
• Customer type (retail, wholesale, etc.).

Purchase history

Each time you record a sale associated with a customer:

• The operation is linked to that contact.
• You can consult the purchase history, with dates, amounts, and issued receipts.

This allows you to:

• Identify your best customers.
• Detect periods of inactivity.
• Offer promotions or special conditions.

Credit score and credit

On the customer detail page (Contacts → customer) you get a credit panel with:

• A credit score (0–100) from collection punctuality, debt, history, and recent activity.
• Payment terms (default 30 days, editable per customer) to mark invoices on time or late.
• A suggested credit limit, which you can override manually.
• Available credit = effective limit − current debt.
• Purchase chart, debt aging, top products, and invoices vs days to collect.

How to enable credit

1. Be on the Pro plan.
2. Open a contact typed as customer.
3. Under Credit & terms, enter a credit limit and save.
4. In POS, select that customer: the Credit / Club button shows available credit, debt, and score.

Without a saved limit, credit does not appear in POS (score and analytics still show on the contact page).
Credit in the register is informational today: it guides the cashier and does not block the sale.

Available only for contacts typed as customer (not leads or suppliers). On the Basic plan you see a blurred preview inviting you to Pro.
The score helps you decide how much credit to allow (80–100 excellent, 60–79 good, 40–59 fair, under 40 risk).

Price lists and commercial conditions

From the Contacts or Price Lists module you can:

• Assign a default price list to each customer.
• Establish special conditions (payment terms, discounts, etc.).

When using POS:

• The system will automatically apply the price list configured for that customer.