Know your customers: history and points

Search anyone who has ordered, open every past invoice, and see the points they have built.

Every order quietly builds your customer book. The Customers tab lists everyone who has ever ordered, keyed by the phone number they left at checkout.

The Customers tab with the search box and customer rows showing orders, spend and points — Every customer with their orders, total spend, and points.

Search by name or phone. The search reaches your whole history, not just recent orders, so a customer from months ago is one search away.
Tap a customer, then Past orders, to see every order they have placed, newest first. When loyalty is on, their points sit in the header above.
Open any past invoice. Each order in their history has a ⋮ button at the end of its row, and Invoice is the first thing in the menu it opens: the full itemised bill, ready to reprint or show at the counter.

One customer's record, in an example shop: points and orders in the header, every order under Past orders.

Points build at 1 per Rs 100 paid, counted from real orders, then plus or minus anything you have given or redeemed with Adjust. That total is the one the counter shows too. How you honour them is yours: a free chiya at 20, a discount at 50. Points do not travel between shops: one Retriever login opens a customer's page at every shop, but the balance they have with you is yours, see customer loyalty.

Correcting a name or an email

On a customer's page, the name and the email each carry a pencil. Changing the name corrects eligible customer records. Protected numbered invoices keep the name recorded when they were issued, so a correction does not rewrite the original financial document.

The email is what puts their receipts in their own Retriever account, so they can open past orders themselves without asking you. Leave it blank if they have not got one. Check it back before you save: a well formed address with one letter wrong belongs to somebody, and their receipts would go there. Once an email is on the book, only the shop's owner can move it. Staff can fill a blank one — that is how a till sale gets a receipt — but they cannot point a filled address at a different account.

Moving somebody to a new number

A phone number is not just a field on this page. It is how the shop knows this person, so changing it is a move and Retriever calls it that: Move to a new number. Eligible orders and their points go with it, and the page tells you how many orders moved. Protected numbered records retain their issued identity; check the result rather than expecting every historical invoice to change.

Two things it will refuse, on purpose. If somebody else already uses that number it stops and names them, because joining two customers into one is not something it could undo. And if the customer has no phone at all, their name is how the shop knows them, so it asks you to give them a number before you change the name.

If you are not sure the new number is right, leave the old one alone. A wrong move is not an error message, it is a regular whose points have quietly gone somewhere else.