How to Manage your Customers in QashierHQ

Store your customers' information and view their interaction with your business from QashierHQ portal

Updated over a week ago

Table of Content:


To add a customer:

  1. Go to QashierHQ

  2. Select Customer Management located on the left-hand side of the navigation bar

  3. Click on + CREATE button

  4. Key in the customer's mobile number, name and store (required). The rest of the fields are optional

  5. Click on Confirm to add the customer

Here's a step-by-step video guide:


To delete a customer:

  1. Go to QashierHQ

  2. Select Customer Management located on the left-hand side of the navigation bar

  3. Enter the name, number or email of the customer you want to delete into the search bar

  4. The customer's details will be displayed

  5. Click on the customer and a pop-up box will be displayed

  6. Click on the pencil icon beside the customer's name

  7. Click on DELETE, followed by CONFIRM to remove the customer from your list

  8. A 'delete success' message will appear at the bottom-right hand side of the page

Here's a step-by-step video guide:


How to edit customer details:

  1. Go to QashierHQ

  2. Select Customer Management located on the left-hand side of the navigation bar

  3. Enter the name, number or email of the customer you want to edit into the search bar

  4. The customer's details will be displayed

  5. Click on the customer and a pop-up box will be displayed

  6. Click on the pencil icon beside the customer's name

  7. Edit the necessary details (e.g. change of mobile number, email, date of birth and etc)

  8. Click on CONFIRM once changes has been made

  9. A 'edit success' message will appear at the bottom-right hand side of the page

Here's a step-by-step video guide:


How to export customer database:

  1. Go to QashierHQ

  2. Select Customer Management located on the left-hand side of the navigation bar

  3. Click on EXPORT button at the right-hand side of the page

  4. Click CONFIRM to proceed with the export of your customer database

Here's a step-by-step video guide:


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