ANTE User Manual

Customers

The customer list holds every customer account of your company: who they are, which membership and rank they hold, who referred them, and the wallets that carry their balances. You reach it at Point of Sale → Customers → Customers.

Customer List

Customers are split into two tabs, Active and Inactive (deleted customers sit in the Inactive tab). The table shows Customer (name and email), Contact, Membership, Rank and Referrals. Use the column picker to also show Referred By, Total Group, Binary L/R and Wallets.

Search by All Fields, Name, Email or Contact Number, and filter by Membership or Rank. Click a row to open the customer; every action (promote, change rank and so on) lives on the customer's own page. Click Add Customer to create one.

Adding a Customer

  1. Open the form

    Click Add Customer on the list.

  2. Fill in the details
    Customer Name*text
    The customer's full name.
    Email*text
    Used for the customer's login and for password-reset links.
    Contact Number*text
    The customer's phone number.
    Password*password
    The customer's first password, at least 6 characters.
    Referrerselect
    The customer who brought this one in. Optional; it places the new customer in that person's referral network.
    Membershipselect
    The membership tier. Optional. See Customer Membership.
    Rankselect
    The rank badge. Optional. See Customer Rank.
  3. Save

    The message "Customer created successfully" confirms it and the customer appears in the Active tab. If a required field is empty you are asked to fill in all required fields.

Customer Details

Opening a customer shows a profile header with the name, email, phone and badges for status (Active or Inactive), membership and rank, then these sections:

  • Account Details: Location ID, Referrer, Referral Count and the date the account was created.
  • Membership & Rank: the current membership and rank, plus Total Group and the Binary (L / R) counts.
  • Wallets: the total balance and one card per wallet. Add / Deduct opens the wallet transactions.
  • Network: Direct Referrals, Total Downline, Binary Left and Binary Right.
  • Direct Referrals: the customers this one referred.

Actions

The Actions menu on an active customer offers:

  • Promote Membership and Change Rank: move the customer to another tier or rank badge.
  • Change Referrer: re-attach the customer to a different referrer.
  • Manage Wallets: add or deduct a wallet balance and review its transactions.
  • View Referrals, Referral Tree and Binary Tree: see the customer's network as a list or as a tree you can zoom and reset.
  • Simulate Purchase: try a purchase for the customer to see its effect.
  • Send reset link: emails the customer a one-time password reset link that expires in 60 minutes. Staff never see the customer's password. In a sandbox company the link is not sent and the message says so.
  • Delete: after confirming, the customer moves to the Inactive tab. An inactive customer shows Restore instead, which moves them back to Active.
Passwords are never shown

Neither the details page nor the edit form ever displays a customer's password. To help a customer who is locked out, use Send reset link.

Editing a Customer

Click Edit on an active customer. The form has the same fields as adding, except the password field is called New password and is optional: leave it blank to keep the current password, or type a new one to replace it. Name, Email and Contact Number are still required. Saving shows "Customer updated successfully".

Tip

Prefer Send reset link over typing a new password for the customer, so nobody but the customer ever knows it.

How It Connects

Set up first

  • Customer Membership — the membership tiers you can give a customer must exist first.
  • Customer Rank — the rank badges you can give a customer must exist first.

Feeds into

  • Rewards — reward programs pay into the wallets shown on each customer.
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Customer Rank