Managing Customer Data

🏗️ Part 1: Adding & Importing Customer Data

There are two practical ways to register customers into the system:

1. Manual Input

• Access: Transaksi (Transactions) menu > Pelanggan Baru (New Customer).
• Uniqueness Check: The system checks the Name and WhatsApp Number. If it is already registered at this outlet, the system automatically rejects it to avoid duplicate data. However, you may use the same name at your other branch outlets.
• Detail Values:
  • - Name (Required): The customer's name.
  • - WhatsApp Number: Highly recommended for sending digital receipts.
  • - Additional Data: Email, Gender, Date of Birth, and Address (optional).

Quick steps: Add a Customer Manually

1. Open the Transaksi (Transactions) menu.
2. Tap + Pelanggan Baru (New Customer).
3. Fill in the Name (required) and WhatsApp Number.
4. Add an Address or other info if needed.
5. Tap Simpan (Save).

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Customer Database List

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Add Customer Form

2. Import from Phone Contacts

You can use the "Import Kontak" (Import Contacts) feature to go faster. Pulito automatically detects your contact's status:

• Not Registered: A "Daftarkan Pelanggan" (Register Customer) button appears.
• Registered: A "Terdaftar — lanjut transaksi" (Registered — continue transaction) button appears (Full Match).
• Partial: If the number matches but the name differs (or vice versa), the system offers the choice of creating a new record or using the existing one.

Quick steps: Import Customers from Phone Contacts

1. Open the Transaksi (Transactions) menu.
2. Tap the Import Kontak (Import Contacts) icon (top right).
3. Allow access to your phone contacts if prompted.
4. Select one or more contacts from the list.
5. Tap Daftarkan Pelanggan (Register Customer).

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Import Options

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Select Multiple Contacts

🧺 Part 2: Monitoring Customer Details

Tap a customer's name to open the Customer Analytics page. Here you have full control:

• Financial Summary: Track the Deposit balance, total Unpaid bills, number of transactions, and the date they joined.
• Package Management:
  • See the list of packages owned vs. packages not yet owned.
  • MANUAL PACKAGE EDIT: This button lets you add or reduce remaining quota manually — very useful for giving bonus quota to loyal customers.
• Voucher Management:
  • Remove Voucher: For Owner accounts only, you can revoke a voucher from a specific customer in case of a cancellation (this only removes the voucher for that customer, not the master voucher at the outlet).
• Edit & Delete Customer:
  • Edit Data: Tap "Edit Data" to change the profile (phone number, address, etc.).
  • ⚠️ Deleting a Customer: The delete button is in the "Edit Data" menu. Deleting a customer permanently removes their transaction history, package quota, and vouchers. If the customer has a deposit balance, the system automatically records a refund from the outlet cash.

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Customer Detail

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Manual Package Edit

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Edit & Delete Customer

📊 Part 3: Analyzing the Customer Database

Open the Profile > Laporan & Analisa > Analisa Pelanggan (Reports & Analytics > Customer Analytics) menu to see the health of your database:

• Real-Time Statistics: See total customers, new-customer growth, how many people have an active package, and customers with a deposit balance.
• Growth Chart: A visualization of the new-customer trend (Today, This Month, or a Custom date range) to measure how effective your promotions are.
• Special Menu: Customer Deposit List: A list of customers with the largest deposit balances at your outlet.

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Customer Growth Chart