Customers - Sarah - Documentación

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.
Birthday (optional; shown on the dashboard).
Address and city.
Customer type (retail, wholesale, etc.).

Birthdays

On the customer profile (Contacts → customer) you can set a birthday.

On the Dashboard, for the selected date range, you will see customers whose birthday (month and day) falls in that period. Birth year is ignored for matching: if you select March, March birthdays appear.

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

Be on the Pro plan.
Open a contact typed as customer.
Under Credit & terms, enter a credit limit and save.
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).

Pay debt collects invoices with an outstanding balance (total − paid). Enter how much the customer is paying: it is applied to the oldest invoices first. If the amount does not cover an invoice in full, that invoice stays with a partial balance. If an invoice is marked paid but still has a balance, it is included the same as pending invoices.
If the company has more than one register, you can turn on Mixed payment and enter an amount per register (cash + Mercado Pago, etc.). The sum is what you collect; each register gets its own movement.

If they pay too much, by default the overpayment is not credited. On Plan Pro you can check Credit overpayment as store credit: that amount enters the drawer and stays available for future sales.

Store credit (Plan Pro)

This is cash already collected that the customer leaves on account. It is not a discount and not a fiscal credit note.

On the customer page:

You see available balance and history (loads, debt overpayments, uses on sales).
You can load an amount and choose which drawer receives the cash.

In POS, when collecting a sale for that customer:

A Store credit line appears (use all / amount / don’t use).
The sale total does not drop: credit is recorded as a payment (settlement), and only the remainder is collected at the till.
Shift cash-up does not double-count: the load already hit the drawer; using credit on a sale does not move cash again.

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.