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Customers

Customer directory with credit balances, purchase history, and ZIMRA-ready statements. Used by retail clerks, the back office, and credit controllers.

In progress Retail · Credit · CRM Directory + drill-in

What it does

The Customers page is the master record for every account that buys on credit or wants a printed statement. A clerk at the Harare counter can search by name, phone, or ZWL account number and open a 360 view in under a second — outstanding balance, last ten visits, attached IDs, and any open disputes.

Credit controllers use the same surface to chase late accounts. The directory defaults to open balance, descending, with the oldest unpaid first.

Composition

The template combines a list-page shell with a customer-specific detail drawer.

Columns shown by default

ColumnSourceNotes
Namecustomer.full_nameSticky on horizontal scroll
Phonecustomer.phone_e164Tap-to-call on mobile
Balance (USD)account.balance_usdRight-aligned, mono, red if > 0
Balance (ZWL)account.balance_zwlTabular nums
Last visitvisit.last_seen_atRelative — "3d ago"
Statusaccount.statusActive · On hold · Closed

Mobile behaviour

The directory collapses to a stacked list with name + balance + relative time per row. Filter chips become a horizontally-scrollable strip; the bulk-action bar slides up from the bottom when one or more rows are selected.

Related

For the credit ledger view see Data tables. For per-customer statements use the Detail page shell.