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Overview

The Client Management feature allows you to maintain a database of your customers, track their purchase history, and engage them with SMS marketing campaigns. This helps build lasting customer relationships and drive repeat business.

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Key Features

Customer Database

Store customer information including name, phone, and ID documents

Purchase History

Link sales to customers to track their buying patterns

SMS Campaigns

Send bulk SMS messages to customers for promotions and updates

Active/Inactive Status

Control which customers appear in active lists

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Customer Information

Each customer record contains:
  • Name: Customer’s full name
  • Phone Number: Mobile number for contact and SMS
  • Document: ID or tax identification number
  • Active Status: Whether the customer is active or archived
  • Registration Date: When the customer was added to the system
  • Owner: The admin user who manages this customer
All customer records are owned by the admin user. Sellers under an admin can access the admin’s customer database.

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Adding Customers

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From the Customer List

1

Navigate to Clients

Click Clients in the main menu
2

Click Add Customer

Click the New Customer button
3

Enter Details

Fill in the customer information:
  • Name (required)
  • Phone number (optional but recommended for SMS)
  • Document/ID (optional)
4

Save Customer

Click Save to add the customer to your database

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During a Sale

You can also create customers while processing a sale:
  1. In the sales form, click “Create New Customer”
  2. Enter customer details in the popup
  3. The customer is saved and automatically linked to the sale
This is useful for first-time customers who are making a purchase.

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Managing Customers

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Viewing Customers

The customer list displays:
  • Customer name
  • Contact information
  • Registration date
  • Active status
  • Quick action buttons

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Searching Customers

Find customers by searching:
  • Name
  • Phone number
  • Document number
The search works across all fields and shows real-time results.

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Editing Customer Information

1

Find Customer

Locate the customer in the list or search for them
2

Click Edit

Click the Edit button next to the customer
3

Update Details

Modify any information:
  • Name
  • Phone number
  • Document
  • Active status
4

Save Changes

Click Save to update the customer record

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Deactivating Customers

Instead of deleting customers, you can mark them as inactive:
  1. Edit the customer
  2. Uncheck “Active”
  3. Save the changes
Inactive customers don’t appear in search results during sales but their purchase history is preserved.

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Deleting Customers

You cannot delete customers who have purchase history. You must deactivate them instead.
To delete a customer with no purchase history:
  1. Click Delete next to the customer
  2. Confirm the deletion

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Purchase History

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Linking Sales to Customers

When you create a sale and select a registered customer, the sale is linked to their customer record. This enables:
  • Purchase history tracking
  • Customer lifetime value calculation
  • Personalized service
  • Targeted marketing

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Viewing Customer Purchases

To see what a customer has bought:
  1. Navigate to the customer details
  2. View linked sales
  3. See total amount spent
  4. Review purchase dates and products
Use purchase history to identify your best customers and reward loyalty.

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SMS Marketing

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Overview

Inventario includes SMS campaign functionality powered by Twilio, allowing you to send bulk messages to your customers.

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Setting Up SMS

Before using SMS features:
  1. Configure Twilio credentials in system settings
  2. Verify your Twilio account has sufficient credits
  3. Ensure customer phone numbers are in correct format

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SMS Templates

Create reusable message templates:
1

Navigate to Templates

Go to Clients > SMS Templates
2

Create Template

Click New Template
3

Design Message

  • Enter template name
  • Write your message
  • Use to personalize with customer name
4

Save Template

Save the template for use in campaigns
Example Template: 
Hola {nombre}! Tenemos una promoción especial este fin de semana. 20% de descuento en todos los productos. Te esperamos!
When sent, {nombre} is replaced with each customer’s actual name.

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Creating SMS Campaigns

1

Start New Campaign

Navigate to Clients > SMS Campaigns
2

Name Your Campaign

Give your campaign a descriptive name (e.g., “Weekend Sale 2024”)
3

Choose Recipients

Select which customers to target:
  • All active customers
  • Specific customer segment
  • Customers with phone numbers
4

Write or Select Message

Either:
  • Choose a saved template
  • Write a custom message
  • Personalize with customer name
5

Review and Send

  • Preview the message
  • Confirm recipient count
  • Click Send Campaign

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Campaign Status

Campaigns go through these states:
  • Pending: Campaign created but not yet sent
  • Processing: Messages are being sent
  • Completed: All messages sent
  • Error: An error occurred during sending

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Campaign Results

After a campaign runs, view:
  • Total customers targeted
  • Successfully sent messages
  • Failed messages
  • Failure reasons (invalid number, insufficient credits, etc.)

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SMS Logs

Each SMS sent is logged with:
  • Customer name and number
  • Message content
  • Delivery status
  • Twilio message ID
  • Error messages (if failed)
  • Timestamp
SMS logs help you track campaign performance and troubleshoot delivery issues.

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Best Practices

Train your staff to:
  • Ask for customer details at checkout
  • Explain benefits (special offers, promotions)
  • Make it quick and easy
  • Respect privacy preferences
The more complete your customer database, the more effective your marketing.
Phone numbers are essential for SMS campaigns:
  • Verify numbers at registration
  • Update when customers mention changes
  • Use proper format (include country code)
  • Remove invalid numbers
Not all customers want the same messages:
  • Track purchase preferences
  • Note customer interests
  • Send relevant promotions
  • Respect communication preferences
Effective SMS marketing:
  • Keep messages short and clear
  • Include a call to action
  • Personalize with customer name
  • Don’t over-send (weekly at most)
  • Include opt-out information
  • Send at appropriate times (9am-8pm)
Proper status management:
  • Mark inactive customers who stopped buying
  • Keep records for purchase history
  • Exclude inactive from campaigns
  • Occasionally re-engage inactive customers
Monitor your SMS campaigns:
  • Review delivery rates
  • Track response/redemption
  • Test different messages
  • Learn what works
  • Adjust strategy accordingly

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SMS Campaign Ideas

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Promotional Campaigns

  • Weekend sales and special offers
  • New product arrivals
  • Seasonal promotions
  • Clearance events
  • Bundle deals

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Relationship Building

  • Birthday greetings
  • Thank you messages
  • Loyalty rewards
  • Customer appreciation
  • Anniversary offers

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Informational

  • Store hours changes
  • Holiday schedules
  • New services
  • Product availability
  • Important announcements
Start with simple promotional campaigns and expand to more sophisticated segmentation as you learn what works.

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Privacy and Compliance

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Best Practices

  • Get Consent: Ask permission before adding customers to SMS lists
  • Provide Opt-Out: Include unsubscribe instructions
  • Respect Privacy: Don’t share customer data
  • Secure Storage: Customer data is encrypted and protected
  • Legal Compliance: Follow local regulations for SMS marketing
Always comply with your country’s SMS marketing regulations. This may include obtaining explicit consent and providing opt-out mechanisms.

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Troubleshooting

If you can’t find a customer:
  1. Check if they’re marked as inactive
  2. Try searching by phone or document
  3. Verify the correct admin account
  4. Check for typos in search terms

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SMS Not Sending

Common SMS issues:
  • Invalid phone number: Verify format includes country code
  • Insufficient Twilio credits: Add credits to your Twilio account
  • Invalid Twilio credentials: Check configuration settings
  • Customer has no phone number: Update customer record

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Can’t Delete Customer

If deletion fails:
  • Customer has linked sales (use deactivate instead)
  • Insufficient permissions (must be admin)
  • Database constraint preventing deletion

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SMS Campaign Stuck in Processing

If a campaign doesn’t complete:
  1. Check SMS logs for errors
  2. Verify Twilio API is responding
  3. Check for large recipient lists (may take time)
  4. Contact support if issue persists
  • Sales - Link customer records to sales transactions
  • Reports - Analyze customer purchase patterns

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