Summary: Customer Management in QashierHQ is where you add, find, edit, delete and export your customer records, and see each customer's purchases, points and credits.
Applies to: All markets · QashierHQ · Customer Management (must be switched on for your store) · Staff who log in with their own HQ account need access to Customer Management in their permissions.
Before you start
Customer Management must be switched on for your store. If the menu item shows a lock, open it and click I'm Interested!, or contact Qashier support.
To open the page: log in to QashierHQ and, in the left sidebar under Customers & Marketing, click Customer Management. Every section below starts from this page.
Find and filter customers
Choose By Name or By Contact Number, type the customer's name or number and click Search. Customer search does not work with email addresses.
To list customers who joined in a period, choose By Date Joined and pick a range of up to 30 days.
Use the store filter (All stores) to show one store's customers.
The Total customers and New this month tiles show counts. Click the SMS opted in or Email opted in tile to list only customers who agreed to that kind of marketing. Click it again to clear the filter.
Click the column settings icon at the right of the toolbar to open Customise table, then show or hide columns such as Available Credits, Available Points, SMS PDPA and Email PDPA. Click Done. Your choice is saved in this browser.
Add a customer
Click Create customer at the top right. The Create new customer panel slides in from the right.
Under Required, fill in Customer name, Contact number and Store. If your account uses custom fields, also fill in any field marked with an asterisk under Custom fields.
Under Contact details (optional), add the Email, Date of birth and Address if you have them.
Under Marketing consent, switch on SMS marketing or Email marketing only if the customer has agreed.
Click Create customer.
A Customer created successfully message appears and the customer is in the list.
View a customer's profile
Click a customer's row. A panel opens on the right with their Lifetime value, Orders, Points and Credits, followed by Contact details, Marketing consent, Loyalty, any Custom fields and Recent transactions. Invoice info and Package info open the customer's invoices and packages. At the bottom, Edit history shows past changes to points and credits, and Export downloads the customer's transactions.
Edit a customer's details
Search for the customer and click the row to open the panel.
Click Edit at the top right of the panel.
Change the details you need. Customer name and Contact number cannot be empty.
Click Save changes. If you changed Points or Credits, enter a reason when asked and click Save.
An Edit Succeed message appears. For balance adjustments, see How to Adjust a Customer's Loyalty Points in QashierHQ and How to Adjust a Customer's Credit Balance in QashierHQ.
Delete a customer
Warning: deleting a customer cannot be undone.
Search for the customer and click the row to open the panel.
Click Edit.
Click Delete customer at the bottom left of the panel.
In the Confirm Delete dialog, click Confirm.
A Delete Succeed message appears and the customer is removed from the list.
Email your customers
To send automated marketing emails to your customers, see How to Set Up Automated Marketing Campaigns in QashierHQ.
Export your customer database
Click Export at the top right, next to Create customer.
Read the data-protection notice in the Export Customer Data as CSV window, then click Sure.
A Downloading Customers Excel message appears and the file Customer Management.xlsx downloads. You can export once per hour; if you try again sooner, Please wait 1 hour to export again appears. Contact only customers who have given marketing consent.
Reports
The Reports tab at the top of the page shows lapsing customers, repeat customers and purchase trends. See How to Use Customer Reports in QashierHQ (Lapsing, Repeat Customers and Purchase Trend).
If something goes wrong
Symptom | Cause | Fix |
Customer Management shows a lock or an offer page | Customer Management is not switched on for the store | Click I'm Interested! or contact Qashier support |
A customer cannot be found by email | Search works by name or contact number only | Search By Name or By Contact Number |
Date range should not longer than 30 days appears | The Date Joined range is too wide | Choose a range of 30 days or less |
This phone number is already in use (when adding) or This contact number is already in use (when editing) appears | Another customer has that number | Search for the number and edit the existing customer instead |
No Credits field when editing | Credit editing is not enabled for your account |
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Last verified: 25 Sep 2026 · Markets: All markets