[MODULE 8]

Customers

Know each customer, what they buy and what they owe, and collect the money on the tab.

7 lessons≈ 44 minDiscoveryEssentialAdvanced
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What you gain

Each customer on one pagePurchase history, balance, notes and conversations in one place.
The tab under controlReceivables and deposits are tracked customer by customer.
Well-organized customersTags then let you target campaigns.

The lessons

  1. 1Create a customerYour first customer is saved and their profile is open.Discovery4 min
  2. 2The customer profile — purchase history, balance, notesYou can read on one page what a customer buys, what they owe and what the team knows about them.Essential6 min
  3. 3Import customers from Excel or CSVYour existing customer list is in Genuka, with no retyping.Essential7 min
  4. 4Tag your customers (one by one or in bulk)Your customers carry tags (VIP, wholesaler, neighborhood…) and you know how to filter the list with them.Essential6 min
  5. 5The customer account (tab) — selling on credit, collecting an advanceYou sell on credit knowing the risk, and you know who owes you what.Essential8 min
  6. 6Hide customers' phone and email from some employeesThe employees of your choice work with your customers without seeing their full phone number or email.Advanced5 min
  7. 7Collect, moderate and request customer reviewsYou ask a customer for a review, read it, then decide whether to publish it.Essential8 min