05-Customer Management & CRM
Store Customers Directory & Overview Statistics Guide
Last Updated: September 13, 2026The Store Customers Management module in TRAX Store Management System allows retail businesses to build customer relationships, track spending habits, and link checkout transactions to individual customer profiles. 1. Navigation & Access Control 2. Real-Time Customer Summary Cards At the top of the Customers page, three live metric cards summarize your customer engagement: Visual Reference:...
Adding & Updating Customer Profiles Guide
Last Updated: September 13, 2026Registering customer contact details in TRAX Store Management System enables customized service, accurate invoice referencing, and customer identification during checkout. 1. Step-by-Step: Adding a New Customer Visual Reference: Add / Edit Customer Dialog (Upload and insert the generated add_customer_dialog image here) 2. Built-In Duplicate Prevention Engine To prevent fragmented records and duplicate profiles, TRAX POS...
Customer Barcode Card & Invoice History Guide
Last Updated: September 13, 2026Every registered customer in TRAX Store Management System receives an automatically generated barcode ID card and a comprehensive, itemized purchase history. 1. Opening the Customer Details Modal You can inspect full customer details in two ways: Visual Reference: Customer Details, Barcode & History Modal (Upload and insert the generated customer_details_ui image here) 2. Comprehensive Profile...
