👤 Customers Page

“A full customer profile with complete billing, sales, borrow, and dispense history — all in one place.”

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🧭 What This Page Is For

The Customers Page is your central hub for managing anyone who receives products or services from you. That includes:

• Patients or clients who buy products
• Individuals who borrow equipment or consumables
• People who receive dispensed items (e.g., medication or care packages)

✅ It is not meant for insurance companies or third-party payers. That’s handled separately in your system.

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🎯 What You Can Do on the Customers Page

Feature	What it Helps You Do
🧑‍💼 View Customer Profile	See customer name, photo, sex, contact info
🖼️ Add or Change Customer Picture	Upload or snap a live photo
🗂️ Track All Interactions	View all past sales, bills, borrowings, dispenses, and returns
📩 Contact Customer	Send SMS, Email, or schedule a video call (if enabled)
🧾 Open and Manage Billing Records	Access income bills, returns, payments, and balances
📄 Export or Print Customer Records	Download or print a full customer transaction history
🛍️ Add Sales or Bills	Open POS from within customer view
💳 View Balance or Credit	See total amount owed or overpaid
📆 Load Appointments	View or manage their scheduled appointments
📎 Upload Documents or Attach Files	Store prescriptions, ID scans, or service forms

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👤 Customer Profile Summary

Once you select a customer:

• Their profile opens on the left

You’ll see:

• Photo or gender-based avatar
• Full name
• Optional live video call button (Zoom)
• Email, phone, address (if filled)

Tools to:

• Email, SMS, Copy, Print, or Save

You can also:

• Open a webcam capture to take their picture
• Upload documents like consent forms, insurance letters, or identity proof

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📊 Tabs: Exploring the Full Record

The right side has multiple tabs showing everything the customer has done in your system. These include:

Tab Name	What It Contains
Sale	Product sales (linked to POS) — open bills, print, or return
Income	Service or non-product billing — includes balance, returns, and adjustments
Borrow	Borrowing records — items taken temporarily, returned or pending
Dispense	Items permanently given to customer — like prescriptions or care kits
Appointment	Schedule details (optionally integrated with Zoom or Calendly)
Note	Internal notes about the customer
Document	Attachments like ID scans, medical forms, authorization letters

Each tab allows you to:

• View and open records
• Track item details
• Delete or adjust if needed
• Add new actions (sales, bills, forms, appointments)

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📤 View, Export, and Email Billing Records

On the Income or Sales tab:

• You can click a bill to load it via the embedded page-bill component
• You can return items, track refunds, or reprint
• You can send the bill via email (PDF attached)
• You can export the full billing history for audits

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📦 Return Tracking and Refunds

Within each transaction, you can:

• Click Return to reverse items
• Issue a refund or adjustment
• See return logs in the Timeline panel of the bill

This ensures transparent handling of:

• Partial hand-backs
• Refund approvals
• Third-party reimbursements

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🔁 Borrow vs. Dispense vs. Sales

Action	Where It Appears	Is Returnable?	Who Uses It?
Sale	Sales Tab	✅ Yes (via Return button)	Anyone who bought products
Borrow	Borrow Tab	✅ Yes (Expected)	Wards, labs, loaned equipment
Dispense	Dispense Tab	✅ Yes (but uncommon)	Patients who receive medication

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📧 Email or SMS Follow-Up

If customer contact info is stored:

• You can email reminders
• Send payment notifications
• Start Zoom consultations (if enabled)
• Call to confirm appointments or follow-up care

✅ This keeps customer interaction seamless and personalized.

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🧠 Best Practices

• Add a photo to each profile for easy recognition
• Always update customer phone and email
• Tag service notes using the Notes tab
• Use the Balance indicator to quickly see what’s owed
• For frequent customers, use the full record as a running ledger

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