Most businesses keep customer information scattered across WhatsApp chats, notebooks, spreadsheets, or old receipts. Over time, it becomes harder to remember who bought what, who still owes payment, or even how to quickly reach a returning customer.
The Customers section helps you keep all your customer records in one place.
From contact details to transaction history and important dates, BrandDrive helps you maintain cleaner customer records so your team can follow up faster and serve customers better.
Opening the Customer Section
From your dashboard, you’ll see the Customers icon sitting next to the Products section.
Click on it to open the customer management page.
Inside the page, you’ll see:
– Customer records
– Customer balances
– Transaction totals
– Customer groups
– The Create Customer button at the top
This is where all your customer information is managed.
Creating a New Customer
To add a new customer, click the New Customer button.
This opens the customer creation form.
The form is divided into sections so you can organize customer information properly from the beginning.
Basic Details
Inside the Basic Details tab, enter your customer’s information.
This includes:
– First name
– Last name
– Email address
– Company name
– Billing or shipping address, etc.
You can also upload a customer photo if needed.
Keeping these details complete makes it easier to identify customers quickly, especially when managing repeat customers or business accounts.
For example:
– A fashion business may want to separate personal buyers from corporate styling clients.
You’ll also see the Customer Group dropdown.
This allows you to organize customers into groups like
– Retail Customers
– Wholesale Customers
– VIP Customers
– Corporate Clients
Customer grouping becomes useful later when managing pricing, offers, or customer-specific communication.
Contact Details
Next, move to the Contact Details section.
This is where you add your customer’s
– Phone number
– WhatsApp number
– Additional contact information
Having both phone and WhatsApp details stored in one place makes follow-ups easier, especially for businesses that communicate with customers regularly through calls or WhatsApp orders.
Celebration Dates
Inside the Celebration Dates section, you can add important customer dates like birthdays.
This allows you to keep track of special occasions and build stronger customer relationships over time.
For example:
– Sending birthday wishes
– Offering birthday discounts etc.
Small gestures like this often make customers remember your business long after the transaction is complete.
Once you finish entering the details, save the customer record.
The customer will now appear in your customer list and can be selected during sales, invoicing, POS transactions, and order management.