Business Partners

Customers, Suppliers and Vendors are three filtered views (/app/partners/customers, /app/partners/suppliers, /app/partners/vendors) over one shared underlying partner record - a partner isn’t locked into a single role.

Partner ledger

Every partner has a running ledger (/api/business-partners/{id}/ledger) - every transaction that affected their balance, in one place, rather than having to cross-reference invoices and payments separately.

Loyalty program

Customers can be enrolled in a points-based loyalty program: point transactions accrue from purchases, and Loyalty Bonus Tiers (configurable under Settings) define how the accrual rate or bonuses scale with spend.

Change money wallet

A POS-till cash-rounding and store-credit mechanism: leftover change from a cash sale can be held on the customer’s account as “change money” instead of returned as coins, and later either spent or explicitly converted into loyalty points (/change-money/convert-to-points).