---
title: "Customer Management & Loyalty Programs"
space: "X POS"
url: "https://docs.kodlyft.com/xpos/customer-management-loyalty-programs"
updated: "2026-05-29"
---

X POS provides built-in customer management with search, creation, editing, and a complete loyalty program integration.

---

## Customer Selection

Every transaction in X POS is associated with a customer. If a **Default Customer** is set in the POS Profile (e.g., "Walk-in Customer"), it's automatically selected for new transactions.

### Searching Customers

1. Click the customer area in the cart header, or press **F6**
2. The Customer Selection Dialog opens
3. Type in the search box — searches across customer name, phone number, and email
4. Results appear in real-time (300ms debounce)
5. Each result shows:
  - **Avatar** — Customer initials or photo
  - **Name** — Customer name
  - **Phone** — Mobile number
  - **Email** — Email address
6. Use **↑/↓** arrow keys to navigate results
7. Press **Enter** or click to select

### Offline Customer Search

In Electron/offline mode:

- Customer data is pre-cached in the local database
- Search works against the local cache
- If the local search fails, it falls back to the server (if online)

---

## Creating New Customers

### Inline Creation (From POS)

1. Open the Customer Selection Dialog (F6)
2. Click **"Create New"**
3. Fill in the customer form:


| Field              | Required | Description                                            |
| ------------------ | -------- | ------------------------------------------------------ |
| **Customer Name**  | ✅ Yes    | Full name of the customer                              |
| **Tax ID**         | No       | National/tax identification number                     |
| **Mobile Number**  | No       | Contact phone number                                   |
| **Email Address**  | No       | Email for digital receipts                             |
| **Address**        | No       | Street address                                         |
| **City**           | No       | City                                                   |
| **Country**        | No       | Country (searchable dropdown)                          |
| **Customer Group** | ✅ Yes    | Classification group (e.g., "Individual", "Corporate") |
| **Territory**      | ✅ Yes    | Geographic territory (e.g., "All Territories")         |
| **Referral Code**  | No       | Referral tracking code                                 |
| **Birthday**       | No       | Date of birth                                          |
| **Gender**         | No       | Gender selection                                       |


4. The **"Create & Select"** button is enabled when all required fields (Name, Group, Territory) are filled
5. Click **"Create & Select"** to create the customer and immediately set them for the current transaction

![](/files/image8f5bd0.png)

### Dropdown Data

The Customer Group, Territory, and Country dropdowns are:

- Loaded from the server on first use
- Cached locally for faster subsequent access
- Available offline in Electron mode

### Auto Referral Code

If **"Auto Create Referral for New Customers"** is enabled in POS Profile, a referral code is automatically generated when creating a new customer.

---

## Customer Information

After selecting a customer, the system fetches and displays:

- **Customer Name** and avatar in the cart header
- **Customer Balance** — Outstanding balance (if "Show Customer Balance" is enabled)
- **Credit Limit** — Available credit limit
- **Loyalty Information** — Enrolled program, points balance

Clicking the customer avatar or edit icon opens additional customer details.

---

## Loyalty Programs

X POS integrates with ERPNext's Loyalty Program feature, allowing customers to earn and redeem points.

### Accessing the Loyalty Dialog

1. Select a customer in the cart
2. The **Loyalty** button appears (or access via the customer section)
3. Click to open the **Loyalty Dialog**

![](/files/imagee55819.png)

### Loyalty Dialog — Enrolled Customer

If the customer is enrolled in a loyalty program, the dialog shows:

- **Enrolled Badge** — Green badge with the program name
- **Points Balance** — Large display of available loyalty points
- **Points Value** — Monetary equivalent of the points (based on conversion factor)
- **Current Tier** — The customer's loyalty tier (if tiered program)
- **Unenroll Button** — Red button to remove the customer from the program

### Loyalty Dialog — Not Enrolled

If the customer is not enrolled:

- **Empty State** — Gift icon with "Not enrolled in any loyalty program" message
- **Available Programs List** — Buttons for each available loyalty program showing:
  - Program name
  - Conversion factor (e.g., "1 point = $0.01")
  - Expiry duration
  - Available tiers
- **Enroll Button** — Select a program and click "Enroll" to register the customer

### Enrolling a Customer

1. Open the Loyalty Dialog for the customer
2. Select a loyalty program from the list
3. Click **"Enroll"**
4. The customer is registered in ERPNext's loyalty system
5. They start earning points with their next purchase

### Unenrolling a Customer

1. Open the Loyalty Dialog for an enrolled customer
2. Click the red **"Unenroll"** button
3. Confirm the action
4. The customer is removed from the loyalty program
5. Accumulated points may be forfeited (depending on program settings)

### Earning Points

Points are automatically awarded after invoice submission based on:

- The loyalty program's earning rules
- The purchase amount
- Any bonus points from POS Offers with "Loyalty Point" offer type

### Redeeming Points

Points are redeemed during payment:

1. Open the Payment Dialog (F4)
2. The loyalty section shows available points and their value
3. Click **"Redeem Points"**
4. Enter the number of points to redeem
5. The monetary value is calculated and deducted from the total
6. Click **"Apply"**

See the [Processing Payments](https://docs.flexs.cloud/xpos/processing-payment) page for detailed redemption steps.

---

## Customer Discounts

If **"Apply Customer Discount"** is enabled in POS Profile:

- The system checks if the selected customer belongs to a customer group with a specific pricing rule
- Customer group discounts are automatically applied to applicable items
- This works alongside POS Offers and manual discounts

If **"Force Price From Customer Price List"** is enabled:

- The system overrides the standard selling price list with the customer's specific price list
- This is useful for wholesale customers or VIP pricing

---

## Sales Person Assignment

X POS supports assigning a sales person to transactions:

- If **Allowed Sales Persons** are configured in the POS Profile, the sales person dropdown appears
- Select the sales person responsible for this transaction
- The sales person is stored with the invoice for commission tracking and reporting
- Sales persons are filtered based on the POS Profile's allowed list