Customers & loyalty

Your customer list is the most valuable asset in your POS. Tranzo captures, remembers, and helps you bring customers back.

The customer record

Each customer stores:

• Name and phone number (required)
• Email (optional — enables email receipts and broadcasts)
• Date of birth (optional — triggers birthday rewards)
• Total spend, visit count, loyalty points balance
• Notes field (anything you want to remember)

Capturing customers at POS

Cashiers can't see the full customer list, but they CAN:

• Look up by phone — returns name + loyalty balance for the POS
• Quick-create — if phone isn't in the system, add name + phone in 2 taps

Every sale linked to a customer earns 1 loyalty point per KES 10 spent.

Redemption

At checkout, if the linked customer has points, the cashier can redeem them against the bill. Default rate: 1 point = KES 1. Configure in Settings → Loyalty if you want a different rate.

Birthday rewards

If a customer has their date of birth on file, Tranzo sends an SMS reward on their birthday morning at 05:00 UTC (Kenya local time 08:00). Customizable per company in Settings → Loyalty.

Milestone rewards

Customers get automatic bonuses at spend milestones: KES 5,000, KES 10,000, KES 25,000. Triggers a personalized thank-you SMS.

Referrals

Each customer has a unique 6-character referral code. When a friend uses the code on their first purchase, both parties get 500 loyalty points. Find the code on the customer profile page.

Win-back campaigns

Drawer → Campaigns → Win-back. Tranzo identifies customers who haven't visited in 30+ days. Draft an SMS, personalize with their name and last-visit date, send. Each message costs ~KES 1 depending on your Africa's Talking plan.

Broadcast email

For customers with email addresses, you can send a one-off broadcast (promotion, new product launch, holiday greeting). Drawer → Customers → Broadcast. Compose, preview, send. All broadcasts are one-way and include an unsubscribe link as required by KDPA.

Privacy & KDPA compliance

Customer data is yours, stored securely on Tranzo's servers in line with Kenya's Data Protection Act:

• Never share customer phone numbers outside Tranzo
• Never sell customer data — it's not yours to sell under KDPA
• Respect unsubscribe requests immediately
• See our Privacy Policy for how we handle data on your behalf

Who sees what

• Cashier — phone lookup + quick-create only. No full list, no spend/visit data.
• Manager — full CRM, campaigns, broadcast, export
• Owner — everything the manager sees

Tips

• Train cashiers to capture phone number on every sale — it only takes 5 seconds and doubles your reachable base in 3 months
• Use the notes field for preferences ("prefers full-cream milk", "always asks for extra bag") — cashiers see it on phone lookup
• Export the full list monthly and keep a backup spreadsheet