Searching & Managing Customers

This guide explains how to search for customers and manage their information in Modeve POS.

Searching for a Customer

1. Go to the Parties section.

2. Tap the search bar at the top of the screen.

3. Type the customer’s name, phone number, or email.

4. Matching results will appear in the list.

Tap a customer from the results to view their details.

Viewing Customer Details

When you open a customer record, you can usually see:

• Customer name

• Phone number

• Email

• Address

• Notes

• Purchase history (if available)

This information helps you identify the customer and review their past transactions.

Editing Customer Information

1. Find and open the customer you want to update.

2. Tap the Edit button.

3. Update the necessary fields (name, phone number, email, etc.).

4. Tap Save.

The changes will be applied immediately.

Managing Customers

From the customer list or detail page, you may also be able to:

• View the customer’s past purchases

• Add notes about the customer

• Deactivate or remove a customer (depending on your permission level)

If you do not see certain options, your account may not have the required permission. Please contact your administrator.

Tips

• Use the phone number when searching — it is usually the fastest and most accurate way to find a customer.

• Keep customer information up to date so staff can identify returning customers easily.

• Add clear notes if the customer has special preferences or requests.

For instructions on adding a new customer, please refer to the Adding a New Customer article.