Blacklist

Blacklist lets you flag risky customers with a staff-only record. The reason is for the team only; it is not shown to the customer. Use it to manage who is flagged and why.

Menu path: Customers → Blacklist. Adding is done from Customer List.

Step by step: blacklist

1. Add a customer to the blacklist

On Customers → Customer List, open the row menu and choose Add to Blacklist.

• Optionally enter a Reason (staff note; not visible to the customer).
• If reason is empty, a default text is saved.
• Status on the list shows as Blacklisted.

2. Use the Blacklist screen

On Customers → Blacklist you see flagged customers, reasons, and date added.

• Search with Search customers…
• Edit updates the reason only (Save Changes).

3. Remove from the blacklist

You can remove from either place:

• Customer List row menu → Remove from Blacklist
• Blacklist screen → Remove from Blacklist

4. Product intake and debt

• In Receipt & Intake, selecting a blacklisted customer shows a warning (with the reason when one is set). Product intake is not blocked; staff are informed.
• Open-balance warnings are independent of blacklist; for debt see Customers & Ledger and Debt Tracking.

Good to know

• Blacklist is a risk record; it does not create or clear a debt balance automatically.
• The reason is not printed on the receipt; it appears only on staff screens.
• Access is permission-based: viewing and managing can be separate.

Tips

• Keep the reason short and clear so the next shift understands why.
• If someone was added by mistake, fix it right away with Remove from Blacklist.
• Writing the risk on the blacklist beats relying on verbal handoff alone.
• Do not mix debt problems with behavior risk; manage debt and blacklist separately when both apply.