Customers

Customers are the heart of your commercial operation.
In Sarah you can store their data, view their purchase history, and apply specific commercial conditions.

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.

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.