Imonggo User Manual
Back to Imonggo
  • Welcome to Imonggo
  • Getting Started
    • Logging In
    • Adding New Products
    • Making Your First Sale
    • Viewing Dashboard
    • Viewing Sales Report
  • Frequently Asked Questions
    • How do I change my password?
    • What are the different user roles?
    • Why do I have trouble logging in?
    • Why didn't I receive a confirmation email?
    • Can I use Imonggo to handle fast food or a restaurant business?
    • Can I use Imonggo for a mail order business?
    • How do I handle consignment sales?
    • Does Imonggo support serial number?
    • Does Imonggo support other languages?
    • Does Imonggo support multiple users?
    • Why are stock numbers sorted alphabetically rather than numerically?
    • Can I download Imonggo?
    • How do I change the transaction time?
    • How to display or compute change at the store?
    • How do I increase quantity on-hand?
    • Does Imonggo support multiple branches or locations?
    • Is Imonggo an e-commerce or shopping cart system?
    • Does Imonggo support seasonal business?
  • The Basics
    • Creating a Customer and Customer Group
    • Adding Items to an Order
    • Adding a Discount
    • Adding a customer to an Order
    • Adding Email upon Checkout
    • Setting up Promotions
    • Creating Suppliers
    • Creating and Approving Purchase Orders
    • Receiving Shipment from Supplier
    • Making Inventory Adjustments
    • Running Physical Count
    • Viewing Inventory Data
    • Accepting Returns
    • Setting up POS to Run Offline
    • Setting up your Printer with Imonggo
    • Modifying your invoice print out and using your local language
    • Changing your Password
    • Adding Custom Payment Types
    • Make a Layaway
    • Creating additional users, setting roles and restrictions
  • Reporting Features
    • Sales Dashboard
    • Sales Report
    • Products
    • Customers
    • Discount
    • Salesman
    • Payments
    • Deposits Collected
    • Points
    • Tax
    • Readings
  • Advanced Topics
    • Creating an E-commerce Store
    • Setting Up the Store
    • Utilizing Zones and Taxes Rates
    • Setting up Shipping
    • Batch Upload using Data Manager
    • Using Product Kits
    • Using Product Composition
    • Uploading Products, Updating Prices, Stock Quantity in Batch
    • Uploading Customers and Gift Certificates in Batch
    • Downloading Store's Data
    • Printing Barcodes and Price Tags
    • Setting Up Currency Symbol
    • Setting Up Tax Rates
    • Setting up a Loyalty Program
    • Using WorldPay Terminal with Imonggo
    • Using Dymo Label Printer
    • Connecting Imonggo to Shopify
    • Manage your Imonggo Subscriptions
    • Branch Pricing
    • Accepting Credit Card Payments with Stripe
    • Product Variants
    • Selling with Intermittent Internet
    • Connecting To Xero
  • Imonggo Companion Apps
    • Imonggo iPad
      • Getting Started with Imonggo for iPad
      • How to setup your Tax Settings on iPad
      • How to apply discounts
      • How to set up a printer for your iPad
Powered by GitBook
On this page
  1. Reporting Features

Customers

The Customers tab allows you to view the purchase history of a customer. It also allows you to edit and delete customer information. By default, customer listing is sorted in descending order by creation date and time. You can sort the names in ascending order by clicking the Sort by Names link.

Search

To search by name, just type the first or the last name of the customer at the Search text box and press ENTER. Imonggo also supports advanced search using label or label combinations. See some examples below:

  • To search for all customers in New York City, type city:"new york"

  • To search for all customers with last name of Smith, type last:smith

  • To search for all customers with last name of Smith in New York City, type last:smith city:"new york"

Here is the complete of list of supported labels:

  • first – first name

  • last – last name

  • company – company name

  • id - customer ID number

  • alternate – alternate customer ID number

  • city – city of residence

  • street – street address

  • zipcode - zipcode

  • email – customer's e-mail address

  • tel – telephone number

Auto-Creation of Customer Entries

As you may have noticed, customer entries are automatically created when you enter a customer name during your sales transaction.

When you edit a customer record, you can only see text boxes for 'first name' and 'last name'. Before saving, Imonggo automatically integrates the 'first name' and 'last name' together to form the 'full name'. On the other hand, when you type the full name of the customer from the Store onto only one text box, Imonggo automatically splits the name into first name and last name before saving.

Access Rights

  • Cashier can view customer records and purchase history.

  • Supervisor can edit and delete unused customer records (in addition to cashier rights).

  • Manager can download customer records (in addition to supervisor rights).

  • Owner has full access.

Download

This option allows you to download your customer list to a CSV file. If you are using the customer membership feature, you can download the alternate ID codes so you can use them for the membership cards that you will distribute to customers. This feature is available for premium users only.

PreviousProductsNextDiscount

Last updated 2 years ago