Customer List

View and manage all your customers, switch between list and grid views, filter by store type, and export customer data.

1 min read

The Customer List is your main directory of every customer linked to your pharmacy, both individual consumers and businesses. It gives you a real-time snapshot of outstanding dues, customer ratings, and contact details, with the flexibility to view your customers as a list or as cards.

Summary cards

At the top of the page, four summary cards give you an at-a-glance overview of your entire customer base:

Card	What it shows
Total Customers	Total number of customer profiles in your system
Outstanding	Total amount owed to you across all customers
Linked Stores	Number of customers who are other pharmacy stores linked through MediFlux
Local Customers	Number of manually added local/individual customers

Searching customers

The search bar at the top lets you search across names, phone numbers, emails, and addresses. Just start typing and the list filters instantly.

To the left of the search bar is an All dropdown, use it to narrow the search scope if needed.

Filter chips

Below the search bar, two quick-filter chips let you slice the list instantly:

Filter	What it shows
Linked Stores	Only customers who are other pharmacy stores linked via MediFlux
Local Customers	Only manually added individual or business customers

Switching between List and Grid view

Next to the filter chips, two view icons let you switch how customers are displayed:

List view: shows customers in a compact table format
Grid view: shows each customer as a card with their rating badge, name, type (Consumer/Business), phone, email, address, and how long they've been a customer

List view
Customers displayed in a compact table in List view.

Grid view
Customers displayed as cards in Grid view.

Customer Rating badges

Every customer card or row shows a rating badge based on the Customer Rating stars assigned when the customer was added or edited:

Badge	Meaning
None	No rating assigned
Gold	A high rating assigned to the customer

The customer table (List view)

Column	Description
Name	Customer name, with a Linked Store tag if applicable
Age	Customer's age, if added. Shows `—` if not provided
Gender	Customer's gender, if added. Shows `—` if not provided
Phone	Primary contact number
Email	Customer's email address
Outstanding	Amount currently owed by this customer, shown in red
Last Payment	Date of the customer's last payment. Shows `—` if none recorded
Actions	Quick action menu for that customer row

Sorting the table

The Name and Outstanding columns are sortable. Click the column header to toggle between ascending and descending order.

Filter & Sort panel

Click the filter icon to open the Filter & Sort panel:

Filter & Sort Icon

Advanced filtering and sorting options.

Option	What it does
Sort By	Sort customers by Name or Last Payment
Last Payment Date Range	Filter customers by a Start Date and End Date based on their last payment

Click Apply Filters to apply, or Reset to clear all filters.

Filter & Sort panel
Advanced filtering and sorting options for the customer list.

Page-level buttons

Button	What it does
+ Add Customer	Opens the Add New Customer form to create a new customer profile
Add Payment	Opens the Add Customer Payment dialog to record a payment from a customer
Import Customers	Opens the Import Customers dialog to bulk upload customers via CSV or Excel
Export	Opens the Export Customers dialog

Page-level action buttons
Add Customer, Add Payment, Import Customers, and Export buttons at the top of the page.

Importing customers

Click the Import Customers button to open the Import Customers dialog. The import process works in four steps:

Upload

Drag and drop your CSV or Excel file, or click Select File to browse. You can also Download Template to get a pre-formatted file with the correct headers.

Map Headers

Match the columns from your uploaded file to MediFlux customer fields. Ensure required fields like Name and Phone are correctly mapped.

Preview

Review the imported data before finalising. Check for errors, missing values, or duplicates.

Complete

Confirm the import and all valid customers are added to your Customer List instantly.

Import Customers dialog
Upload CSV or Excel file to bulk import customers into MediFlux.

Download the template first to ensure your file has the correct column headers. Required fields include Name and Phone. Optional fields include Email, Address, GSTIN, Age, Gender, and more.

Exporting customers

Click the export icon to open the Export Customers dialog.

Columns to include

Choose which columns to include in the export. Name is always included by default. You can select or deselect:

GSTIN, License Number, Phone, Address, Created At, Last Payment Date, Last Bill Date, Current Outstanding

Click Deselect All to clear all selections at once.

Filter by date ranges

Filter the export by three independent date ranges, each with quick options, All Time, This Month, Last Month, This Quarter, This Year, Last Year, or a custom From and To date:

Created At
Last Payment Date
Last Bill Date

Filter by outstanding

Option	What it does
Has outstanding	Only include customers with a pending balance
No outstanding	Only include customers with a zero balance
All	Include all customers regardless of balance

You can also set a Min (₹) and Max (₹) outstanding amount range.