Most small business owners think of their customer list as an address book — a place to store names and phone numbers. But inside iMagic Inventory, your customer list is much more than that. It’s a complete record of every sale you’ve made to every customer, a tool for identifying your most valuable buyers, and a foundation for personalised service that builds loyalty.
The businesses that grow fastest aren’t necessarily the ones that find the most new customers. They’re the ones who serve their existing customers better.
What’s Stored in Each Customer Record
When you open View > Customers and select a customer, iMagic Inventory shows you far more than contact details. You can see their full invoice history, their assigned price tier, any outstanding balances, notes you’ve added about their preferences or special requirements, and the products they buy most frequently.
This information is available instantly, without any manual lookups or spreadsheet cross-referencing.
Identifying Your Best Customers
Not all customers are equal. A small number of customers typically generate the bulk of your revenue — the classic 80/20 rule. With iMagic Inventory, you can use View > Reports to run sales reports filtered by customer. Sort by total spend to identify your top accounts. Once you know who they are, you can treat them accordingly — priority service, early access to new products, or proactive outreach when something they regularly buy comes back in stock.
Spotting Customers Who Have Gone Quiet
The flip side of identifying top customers is spotting those who used to buy regularly but have gone quiet. iMagic Inventory lets you run a customer sales report filtered by date range and look for customers who spent significantly in a prior period but have made no purchases recently. A simple phone call or personalised email can often win that business back before the customer moves to a competitor permanently.
Using Purchase History on the Invoice Screen
When you’re creating a new invoice and a customer’s name is entered, iMagic Inventory gives you fast access to their history. This is practically useful: if a customer calls and asks you to “send the same order as last time,” you can pull up their previous invoice from View > Invoices filtered by that customer, duplicate it, and have a new invoice ready in under a minute.
Notes and Special Requirements
Use the notes field on each customer record to capture information that makes your service personal and consistent. If a customer always needs products packed a certain way, or has a standing order on the first of each month, or prefers to pay by bank transfer — put it in their record. Every team member who accesses iMagic Inventory will see it, and nothing falls through the cracks when staff change.
How to Use Customer Data Effectively in iMagic Inventory
- In iMagic Inventory, go to View > Customers and open a customer’s record.
- Review their invoice history to see what they buy, how often, and at what value.
- Add a note to their record with any relevant preferences, special requirements, or last-conversation details.
- Assign them the correct price tier so iMagic Inventory automatically applies the right pricing on new invoices.
- Go to View > Reports and run a customer sales report to identify your top spenders and those who’ve gone quiet.
- For a customer who hasn’t ordered recently, use their contact details directly from the iMagic Inventory customer record to reach out.
- When a customer asks to repeat a previous order, go to View > Invoices, filter by customer, find the previous invoice, and use it as the basis for a new one.
Building a Better Business, One Customer at a Time
The data in your customer list is already there — the question is whether you’re using it. Taking 30 minutes each month to review customer activity in iMagic Inventory can reveal opportunities you’d never spot otherwise. A customer who used to buy regularly and has stopped is a recovery opportunity. A customer whose spend is growing is someone to invest in. iMagic Inventory has the data — you just need to read it.
Download iMagic Inventory free for 30 days and start mining the value in your customer data today.