Customer Profiles
Every registered customer has a profile in SlonAxis. This page covers how to view and edit customer information.
Viewing Customer Details
- Find the customer in the list (search by name or phone)
- Tap on their card to open the Customer Edit screen
- You'll see: full name, phone, UPI ID, address, account status, total visits, and spending
Editing Customer Information
When to edit: Customer gave a wrong phone number, customer moved, or they want to add a UPI ID.
- Find customer in list → Tap on their card
- Edit the fields you need to change (Name, Phone, UPI ID, Address)
- Tap "Save Changes"
Changes apply going forward — no past bills or transactions are affected.
What Information Is Used Where
| Field | Used For | Required? |
|---|---|---|
| Name | Display, search, bills, receipts | ✅ Yes |
| Phone | SMS reminders, receipt delivery, search | ⭕ Recommended |
| UPI ID | Quick UPI payments, pre-filled during checkout | ⭕ Optional |
| Address | Delivery, contact info, records | ⭕ Optional |
Troubleshooting
| Issue | Solution |
|---|---|
| Can't find customer | Search by full name or phone; check spelling |
| Customer added twice | Search thoroughly before adding a new customer |
| Phone not saving | Make sure format is correct (10 digits for India) |
| Customer showing as "Walk-in" | They weren't linked to a profile at checkout; add them now |