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Retail POS Customers & loyalty

Turn regular buyers into loyal customers

Recognise customers by phone number, reward them with points and card discounts, and manage credit customers with limits and a clear ledger.

Reward pointsCard discountsCredit ledgers
B9 SAMPLE MARTGold member Reward points1,240 Card discount5% 0300 •••• 4567
Credit balance: Rs 4,850
Limit Rs 10,000 · last paid 18 Oct

Sample loyalty card linked to the customer's phone number

Overview

Know your customers, and keep them

At the counter, the cashier enters the customer's phone number. Their name, card discount, points balance and credit limit appear on the bill, and the purchase is saved to their history.

Credit customers buy now and pay later, within a limit you set. Every bill and payment goes to their ledger, so there are no disputes about what is owed.

Key points

  • Customer lookup by phone number
  • Points earned and redeemed on bills
  • Member card discounts
  • Credit limits and payment history
  • Purchase history for every customer
How it works

How loyalty works at the counter

Step by step, the way it happens in your shop.

1
Phone number

Customer gives their number at billing.

2
Profile appears

Name, discount, points and credit limit.

3
Earn points

Points are added automatically on every bill.

4
Redeem

Use points or card discount on a later bill.

5
Credit & payment

Credit bills and payments go to the ledger.

6
Stay in touch

Send offers to your best customers.

What you see

A clear ledger for every credit customer

Bills, payments and the running balance, ready to share with the customer on WhatsApp.

Customer ledger with sample data

Capabilities

Loyalty and credit tools

Included in Retail POS, with no extra modules to buy.

Reward points

Set points per rupee and their value when redeemed.

Member discounts

Different discount levels for silver, gold or staff cards.

Credit (udhaar)

Limits per customer; billing stops or warns when exceeded.

Payment reminders

See who owes and since when; send a reminder.

Customer groups

Wholesale, retail, staff or corporate pricing.

Best customers

Top customers by spend, visits and last visit.

Insights

The numbers behind it

Examples of the reports this feature feeds. Figures are sample data.

Sales by customer type

One month (sample data)

Walk-in54%
Loyalty members33%
Credit customers13%

Repeat customers per week

After starting a loyalty card (sample data)

250188125620W1W2W3W4W5W6
Good to know

Notes from our setup team

Practical advice from setting up shops like yours.

Keep it simple

One point per Rs 100 is easy for customers to understand.

Set credit limits

A limit for every credit customer stops balances from growing out of control.

Share the ledger

Sending the statement on WhatsApp avoids arguments about old bills.

Thank your top customers

A small offer for your best buyers each month keeps them coming back.

FAQ

Customers & loyalty: common questions

Do customers need a physical card?

No. The phone number is enough; printed cards are optional.

Can I set a credit limit per customer?

Yes. Each credit customer has a limit and the POS warns or blocks when it is exceeded.

Can points be used across branches?

Yes. Customers and points are shared across branches.

Can I give special prices to wholesale customers?

Yes. Customer groups can have their own price level or discount.

See customers & loyalty working in your shop

Book a free demo and we'll show it with products like yours.

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