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Creating and managing customers

Store VIPs, regulars or all of your customers with Tebi to make it fast and easy to add them to sales. You can create a customer from within a sale or from the customers area.

Creating a customer

  • Go to Customers > plus circle
  • Select the type of customer
  • Fill in their details

Adding a customer to a sale

  • Go to Sales
  • Open a sale, tap Untitled
  • Tap the Customer name field
  • Then you can search for the customer
  • If the customer does not exist yet, you can create one and then add them to the sale

Insights in a customer profile

  • Go to Customers
  • Click on the customer line to see their profile
  • See the following insights:
    • Average spend
    • Last sale (date & time)
    • Total number of sales
    • Average tip
    • Top three products purchased

Importing and exporting customers

  • Import and export customer from the Tebi Back Office > Customers.
    • Required file format: XLSX or CSV
    • To import a customer list, download a template file by clicking ‘Export XLSX’ or ‘Export CSV’ and transfer the customer data into that sheet

Tips

Take your relationship with your regulars to the next level by extending them store credit or tabs with the charge to customer account feature.