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Overview

The customer management system helps you maintain customer records, track purchase history, and provide personalized service to frequent buyers.

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Customer Information in CEMAC

CEMAC tracks customer data to:
  • Identify frequent buyers
  • Track purchase history
  • Provide personalized service
  • Analyze customer behavior
  • Support marketing efforts

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Adding Customers During Sales

The most common way to add customers is during the sales process:
1

Navigate to Sales

Go to the Ventas (Sales) page from the sidebar.
2

Enter customer name

In the “Cliente” field at the top of the sales form, type the customer’s name.
3

Complete the sale

As you process the sale, the customer information is automatically saved with the transaction.
Customer records are created automatically when you enter a name during checkout. The system uses customerService.js to manage customer data.

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Searching for Existing Customers

1

Use search in sales

When entering a customer name in the sales form, the system searches existing customers.
2

Select from results

If the customer exists, select from the autocomplete suggestions.
3

Auto-fill information

The system may auto-fill customer details based on previous purchases.
The search uses customerService.searchCustomers(query) to find matches in real-time.

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Viewing Customer Details

While CEMAC doesn’t have a dedicated customer management page in the current interface, you can access customer information through:

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Sales History

1

Access sales history

Go to the Ventas page and view the history panel on the left.
2

Search by customer name

Use the “Buscar cliente…” search box to find all sales for a specific customer.
3

Review purchase history

Click on individual sales to see:
  • Purchase dates
  • Products bought
  • Amounts spent
  • Payment methods used

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Analytics Insights

1

Go to Analytics

Navigate to the Análisis page.
2

Check new customers metric

The “Nuevos clientes” KPI shows how many unique customers made purchases today.
3

View customer trends

The percentage change indicates if you’re gaining or losing customers.

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Customer Data Management

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Creating Customers Programmatically

For API integrations or batch imports, use: 
await customerService.createCustomer({
  firstName: "Juan",
  lastName: "Pérez",
  email: "[email protected]",
  phone: "+52 55 1234 5678",
  address: "Av. Principal 123, CDMX"
});

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Updating Customer Information

await customerService.updateCustomer(customerId, {
  email: "[email protected]",
  phone: "+52 55 9876 5432"
});

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Retrieving Customer Details

// Get specific customer with purchase history
const customer = await customerService.getCustomerById(customerId);

// Get all customers with filters
const customers = await customerService.getCustomers({
  page: 1,
  limit: 50,
  search: "García",
  sortBy: "firstName",
  sortOrder: "asc"
});

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Customer Purchase History

When viewing a customer’s record via the API, you’ll see:
  • Personal Information: Name, email, phone, address
  • Purchase History: List of all sales transactions
    • Date of purchase
    • Products bought
    • Quantities
    • Total amount
    • Payment method
  • Statistics:
    • Total purchases
    • Total spent
    • Average order value
    • Last purchase date

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Best Practices for Customer Management

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During Sales

Consistent customer naming helps with accurate tracking and reporting.
  • Ask for full names: Get complete customer names for better records
  • Verify spelling: Confirm spelling to avoid duplicate records
  • Update contact info: If a customer provides updated details, note them
  • Track preferences: Use the notes field to record customer preferences
  • Identify regulars: Recognize frequent customers for better service

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Data Quality

  • Avoid duplicates: Search before creating new customer records
  • Use consistent formatting:
    • Names: “Juan Pérez” not “juan perez” or “JUAN PEREZ”
    • Phone: “+52 55 1234 5678” format consistently
    • Email: Always lowercase
  • Keep it current: Update information when customers notify changes
  • Merge duplicates: Contact administrator to merge duplicate customer records

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Privacy and Security

Customer data is sensitive. Always handle it with care and respect privacy.
  • Protect customer information: Don’t share customer details publicly
  • Secure access: Only authorized staff should access customer records
  • Respect privacy: Only collect necessary information
  • Data retention: Follow company policy on how long to keep customer data
  • Consent: Ensure customers know their data is being collected

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Using Customer Data for Business

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Identify Frequent Customers

1

Review sales history

Use the sales search to find customers with multiple transactions.
2

Offer loyalty benefits

Provide special discounts or perks to frequent buyers.
3

Track preferences

Note what products regulars prefer to ensure stock availability.

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Customer Segmentation

Analyze customer data to identify:
  • High-value customers: Those who spend the most
  • Frequent buyers: Those who purchase often
  • Seasonal customers: Those who buy at specific times
  • Product preferences: What different customer types prefer

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Improve Service

1

Track purchase patterns

Note what products customers buy together.
2

Personalize recommendations

Suggest products based on previous purchases.
3

Anticipate needs

Stock items that your regular customers typically buy.

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Common Workflows

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First-Time Customer

1

Process the sale normally

Enter the customer’s name in the Cliente field.
2

Ask for contact info

If appropriate, ask for email or phone for future promotions.
3

Complete transaction

The customer record is created automatically.

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Returning Customer

1

Start typing name

Begin entering the customer’s name in the sales form.
2

Select from autocomplete

Choose the customer from the dropdown suggestions.
3

Review history

Optionally check their previous purchases to provide better service.
4

Process sale

Complete the transaction as usual.

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Updating Customer Details

1

Customer provides new info

When a customer mentions a new phone number or address.
2

Note the change

Write it down or add to the sale notes.
3

Update the record

Contact your administrator or use the API to update customer information.

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Troubleshooting

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Cannot Find Customer

Possible causes:
  • Name spelled differently
  • Customer hasn’t purchased before
  • Duplicate record under different spelling
Solutions:
  1. Try different name variations
  2. Search by partial name
  3. Create new record if truly first purchase
  4. Contact administrator about potential duplicates

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Duplicate Customer Records

Reason: Same customer entered with different names or spellings. Prevention:
  • Always search before entering a new customer
  • Use consistent name formatting
  • Ask customers how they prefer their name recorded
Solution:
  • Contact administrator to merge duplicate records
  • Choose one record as primary
  • Update future sales to use the correct record

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Customer Information Incorrect

Solutions:
  1. Verify correct information with customer
  2. Request administrator update the record
  3. Add correct info in sale notes until updated

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Future Customer Features

CEMAC’s customer management capabilities can be extended with:
  • Dedicated customer management page
  • Customer loyalty programs
  • Email marketing integration
  • Birthday and anniversary tracking
  • Customer tags and categories
  • Detailed purchase analytics per customer
  • Customer communication history

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Technical Reference

Customer operations use the customerService.js service:
  • Get customers: customerService.getCustomers(params)
    • Params: page, limit, search, sortBy, sortOrder
  • Search customers: customerService.searchCustomers(query)
    • Real-time autocomplete search
  • Get customer: customerService.getCustomerById(customerId)
    • Returns customer with purchase history
  • Create customer: customerService.createCustomer(customerData)
    • Required: firstName, lastName
    • Optional: email, phone, address
  • Update customer: customerService.updateCustomer(customerId, data)
  • Delete customer: customerService.deleteCustomer(customerId)
All operations require authentication and use the API endpoint: https://cemac-api.vercel.app/customers
Customer data is automatically associated with sales records, creating a complete purchase history for each customer.

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