Keep a customer's contact and invoice details in one record. Record their risk status with a note and follow its history. Match account requests coming from the storefront to the right customer and avoid duplicates.
Customers
Deactivating does not delete past records
Take a closer look
From the customer list to the workspace, from risk management to e-commerce matching.
In the customers section you search by name or company and use the risk status and record status filters. The list shows the contact details, the balance and the e-commerce link.
Customers
Deactivating does not delete past records
What changes with Sarraf Store?
If the account from the storefront and the record in the store never meet, the customer lives twice.
The online customer and the store customer are separate
The person shopping in the storefront is never linked to their record in the store.
Risk information travels by word of mouth
Who needs watching carefully stays in a staff member's memory.
The old record is deleted
Deleting a customer you will not use again cuts the link to past sales.
The same person in several places, spelled several ways.
An account matching queue
Pending accounts are compared with candidate customers and matched.
The risk status is on record
The status is kept with a note and the changes are listed in the risk history.
Deactivation
Past sales and finance records are not deleted; only selection in new transactions is blocked.
One record, a bound account, traceable risk.
The six topics of the section are explained with screenshots in the guide.
The name or company field is required; the phone, e-mail, identity number, address and operations note are optional.
A status is picked from the risk management section and an explanatory note is added.
Recorded risk changes are searched by reason and filtered by the new status.
The customer stops being usable in new transactions; past records are preserved.
The current balance appears with the basic details in the customer workspace.
If no customer is picked at the counter, the transaction is recorded as a guest sale.
FAQ
If your question isn't answered here, write to our team and we'll clear it up before you set up.
Our team is here
Will it fit your store?
Tell us about your branches, devices and the systems you use; we'll work out the right setup together.
Request a demoUser guide
Every task below is explained in the user guide, with screenshots and numbered steps.
Create your store and get your storefront, cash desks and categories ready out of the box. Questions? Our team is one message away.