One customer list the counter and the office both trust
Most shops keep customers in three places: a phone contact list, a receipt book, and someone’s memory. One shared record means the counter, the delivery note, and the invoice all name the same customer.
What you get
- Customer accounts with billing and delivery addresses
- Multiple contact people per account, with role and phone
- Credit terms, limits, and outstanding balance per customer
- Buying history across POS sales, orders, and invoices
- Shared with the counter so walk-ins can be matched fast
How the workflow runs
- 1
Create the customer account with billing and delivery details
- 2
Add contact people, phone numbers, and their roles
- 3
Set credit terms, limits, and any customer-specific pricing
- 4
Reuse the same record at the POS counter, on orders, and on invoices
Reports and operating visibility
- Customer directory with contacts and addresses
- Buying history and outstanding balance per customer
Controls and audit evidence
- Credit limits checked before an order is confirmed
- Company-scoped records with role-based visibility
Built for teams like these
Shops that sell to the same regulars and want purchase history at the till
Distributors invoicing business customers on agreed credit terms
Frequently asked
- How is this different from CRM?
- Customer Records is the master list of who you sell to — accounts, contacts, terms, and history. CRM adds the pipeline around winning new business: leads, deals, campaigns, and tickets. Shop plans include Customer Records; CRM starts higher up.
- Which plan includes Customer Records?
- Customer Records is included from the Shop plan upward, so it is available on Shop, SME, and Enterprise.
- How is this module implemented?
- Humaneti confirms scope, data ownership, roles, workflow rules, migration inputs, acceptance criteria, and go-live support during implementation. The exact sequence depends on the modules and controls selected.
Guides for this module
Practical walkthroughs, including the step-by-step workflow the system actually runs.
Why Cambodian businesses end up with the same customer three times, and how one account record with duplicate detection and merging fixes it.
Read guide →How a lead becomes a customer without being re-typed: capture, routing, qualification, pipeline stages, quotation, and the shared customer record.
Read guide →Quotation, credit check, delivery, invoice, and collection — the sequence that stops stock leaving against credit a customer has already used up.
Read guide →Explore other modules
Cambodian POS software for shops and minimarts: dual-currency USD/KHR shift floats, barcode scanning, ESC/POS receipt printing, and real-time stock sync.
Sales and invoicing software for Cambodia SMEs and shops: quotations, sale orders, deliveries, customer invoices, payments, and automatic stock deduction.
Humaneti CRM software helps Cambodia teams manage leads, accounts, contacts, deal pipelines, campaigns, activities, support tickets, and a knowledge base in one connected workflow.
Accounting software for Cambodia SMEs and NGOs: chart of accounts, journal entries, general ledger, trial balance, AP and AR, and bank reconciliation.
Ready to see it live?
Request a demo tailored to your team.