The customer profile is the complete record for a single account. It brings together every piece of information the team needs to support a customer in one place: who they are, what packages they have, what they owe, and a full history of their financial activity. You reach this page by clicking a customer’s name anywhere in the backoffice, or by navigating directly to Customers → [Customer Name].
The header of the page shows the customer’s full name, their unique customer code badge, and a verified / unverified status indicator. Their email and phone number appear just below the name. A row of summary stat cards at the top gives you the five most important numbers at a glance before you dive into any tab.
Summary stat cards
Profile tabs
The profile is organised into five tabs. Click a tab to switch between sections. Each tab shows a live count badge where relevant.
Overview
Packages
Invoices
Financials
Pre-Alerts
The Overview tab shows two panels side by side.Profile Information lists the customer’s contact and account details:
- Mailing address — street address, city, and parish
- TRN (Tax Registration Number) — masked by default; click the eye icon to reveal the full number
- Branch Assignment — the branch the account is linked to, or Global if unassigned
- Account Created — the date the account was registered
Authorized Pickups lists every person the customer has authorised to collect packages on their behalf. Each entry shows the person’s full name, phone number, and ID number. If no authorised users have been added, the panel shows a placeholder message. The Packages tab lists every package that has ever been associated with this account, most recent first (up to the most recent 50 records).Each row shows:Click any row to navigate directly to the package detail page. The Invoices tab shows the complete billing history for the customer.Each row displays:
- Invoice # — click to open the full invoice in the invoice modal
- Date — when the invoice was created
- Items — number of packages on the invoice
- Total / Due — the invoice total and any outstanding balance (shown in red when greater than $0.05)
- Status — Paid, Unpaid, Partial, or Draft
Click any invoice row to open it in the invoice detail modal where you can record payments, update line items, or download a PDF. The Financials tab is split into two panels: Payment History and Wallet Transactions.Payment History shows every payment the customer has made against an invoice, including:
- Date and time
- Payment method (Cash, Card, Wallet, Bank Transfer, etc.) and reference number
- Amount credited (shown in green)
Wallet Transactions is the full chronological ledger of the customer’s wallet — every top-up, deduction, adjustment, and usage. Each entry shows:
- Date
- Description and reference ID
- Amount — credits in green with a
+ prefix, debits in red with a - prefix
Both panels are independently scrollable and show the 50 most recent records. The Pre-Alerts tab lists every shipment the customer has pre-alerted (notified the team about before the package arrives at the warehouse).Each pre-alert row shows:
- Carrier logo and tracking numbers (shipper and local)
- Vendor and description
- Declared value in USD
- Attached invoice document (if uploaded by the customer)
- Current status badge
- Date the pre-alert was submitted
Editing customer details
Go to the Customers list
Navigate to Customers in the sidebar to open the customers table.
Open Edit Profile
Find the customer’s row and click the ⋯ three-dot menu at the far right. Choose Edit Profile. The Edit Profile modal opens with all current details pre-filled.
Update the fields
You can edit any of the following:
- First Name and Last Name
- Email address
- Phone number
- Branch assignment
Save changes
Click Save Customer. The modal closes and the updated details appear in the list immediately.
To update additional contact details such as mailing address, city, parish, and TRN, open the customer’s full profile page and use the edit button (pencil icon) that appears in the Profile Information panel on the Overview tab.
Adjusting the account wallet balance
You may need to manually credit or debit a customer’s wallet — for example, to apply a goodwill credit, correct a data-entry error, or reverse a charge. The current wallet balance is always visible in the Wallet Balance stat card at the top of the profile page. A complete chronological ledger of every top-up, deduction, and adjustment appears in the Financials tab under Wallet Transactions.
Manual wallet adjustments are logged against your staff account and are permanent. The customer receives an automated email notification when their wallet is updated. Always ensure you have appropriate authorisation from your supervisor before making any manual adjustment, and include a clear description so the transaction is auditable.
Open the customer's profile
Navigate to Customers, find the customer, and open their profile page.
Initiate a wallet adjustment
Use the wallet management controls available to your role. Provide the following details in the adjustment form:
- Type — Top Up to add credit, or Debit to remove credit
- Amount — the value in USD
- Description — a short explanation (e.g. “Goodwill credit — delayed delivery”, “Correction for duplicate charge”)
Confirm the adjustment
Submit the form. The wallet balance updates immediately and the new entry appears at the top of the Wallet Transactions panel in the Financials tab. An email notification is sent to the customer automatically.
There is no built-in undo for wallet adjustments. If you make an error, you must create a second offsetting transaction (e.g. a debit to cancel an incorrect credit) and note the reason in the description field.
Managing authorized pickup users
Customers can designate other people to collect packages on their behalf. You can add, edit, or remove these authorised collectors from the Overview tab.
Go to the Overview tab
Select the Overview tab on the customer profile.
Add a new collector
Click Add New in the Authorized Pickups panel. Fill in the person’s first name, last name, ID type, and ID number, then save.
Edit or remove a collector
Click the pencil icon next to an existing entry to update their details, or click the trash icon to remove them. Confirm the deletion when prompted.
Opening the customer in the POS
When a customer is at the counter to collect or pay for packages, open the Point of Sale directly from their profile so all charges are automatically linked to their account.
Click the Open POS button in the top-right corner of the profile header. This navigates to the POS screen with the customer pre-loaded, ready to process payments or issue invoices.
You can also open the POS directly from the Customers list. Click the ⋯ three-dot menu on any row and choose View Profile, then click Open POS from the profile — or navigate directly to the POS with the customer pre-loaded by using the URL pattern /pos/[customer-id].
Navigating back to the customers list
Use the breadcrumb trail at the top of the profile page (Dashboard → Customers → Customer Name) to return to the full customers list at any time, or use the sidebar navigation under Customers. 