Clients (CRM)

The Clients section is the CRM of your online store: individual buyers and organisations in one record, with legal details, documents and a relationship history. You need it wherever a sale does not end with a receipt: B2B orders, invoices and contracts, deferred payment and settlements.

Where: Venue → “Clients” (admin.masamenu.tr). The section belongs to the retail vertical.

Do not confuse it with Returning guests: that is a phone directory and guest recognition, this is a full contractor record.

The top-level tabs are Clients and invoices, Tasks, Documents, Print forms, Reports, Price lists, Bank, Seller details and Notifications. The Sale action opens a wizard from a quotation to an invoice and closing documents.

The client record#

The record type is individual or company; the set of legal details depends on the type and country. Tax number formats are validated, including checksums, and entering an existing number offers to “open the existing record” instead of creating a duplicate.

The record holds:

• the name (first, last and middle name for an individual) or the legal name and registered address;
• country and country-specific details, the signing officer;
• bank accounts: bank, account/IBAN, BIC/SWIFT;
• contact persons: name, role, phone, email, Telegram, WhatsApp; you can mark the primary contact and the one documents are sent to;
• date of birth, marketing consent, notes, tags, status.

A contact can also be added from a single line: type a phone, email, @telegram or a wa.me link and the type is detected automatically.

The client's orders#

The Orders tab shows “Orders”, “Lifetime spend” and “Last order” tiles plus the list of orders with date, number, amount and status. Orders appear here automatically as the client buys from your store. A document can be created straight from an order row.

Documents, contracts and settlements#

• Documents — invoices, service-completion statements, delivery notes and other documents for this client. Document types, numbering, VAT mode and amounts in words come from the country profile: Georgia, Russia, Kazakhstan, the UK, Australia, New Zealand, the UAE, Cyprus, Greece, Spain, Portugal, Croatia, Poland, Romania, Turkey or the universal profile. Open a document, download its PDF, email it or void it with a reason. Seller details are a snapshot at issue time: later changes to a bank account or signatory do not rewrite issued documents.
• Contracts — a four-step wizard: template; parties and signatories; terms such as payment deferral, credit limit, prepayment, discounts, minimum order, delivery and validity; then preview. Statuses are Draft, Issued, Signed with an optional scan, and Terminated. Active terms appear at the top of the client card.
• Settlements — balance, overdue debt and its oldest due date; a timeline of deliveries, payments, refunds, credit notes and advances; payments and adjustments. Allocate payments by FIFO or to a specific document, see the remaining invoice balance and undo allocations.
• Recurring invoices — the document register's Recurring subtab issues rent, subscriptions or service invoices on a schedule: a chosen day of each month, with day 31 moved to the last day of a shorter month, or every N days. It shows the next date, last issue and any pause reason. Create a profile with Repeat… from an issued sample document. Each issue reads the sample's lines, so a price change only needs to be made once. A period produces one invoice even if rerun; due invoices can also be issued manually.
• Print forms — a separate top-level tab. The document register itself has three subtabs: List, Recurring and Email templates. PDF layouts use blocks for headings, text, fields, parties, lines, totals and signatures, with document values and conditional visibility. Platform forms include universal, VAT invoice and delivery-note layouts, plus Russian payment invoices, UPD and service-completion statements. Issue and void operations use the selected form.
• Email templates — a document-register subtab with placeholders inserted at the cursor and a preview using a real document from the location. AI can draft the message from a short description and the account's knowledge base, showing source chips. When sending a document, choose the sender, either the system address or a location mailbox, the subject and the template. The sender choice is remembered.

For Polish locations with the extension enabled, an invoice panel sends to KSeF, the state electronic invoicing system, and receives its status, assigned number and UPO acknowledgement.

Russian locations can enable Saby Docs in the app store. The register shows incoming and outgoing documents, Incoming and Saby badges, and exchange status. Incoming documents and PDFs are checked every few minutes; counterparties are created automatically from tax IDs. Use Send to Saby for an outgoing document. Signing remains in Saby; Meni does not provide its own electronic-signature service.

Templates and AI-assisted filling are covered in Documents.

Reports#

The Reports tab covers the whole location: receivables ageing, including 90+ day buckets, the payment register and the delivery register. Each exports to CSV.

Seller details#

Create the legal entities issuing your documents in Seller details. An account can have several, with one marked as primary. Each entity can hold multiple bank accounts, signatories, email addresses and phone numbers. A star marks the default in each list; alternatives can be selected when issuing a document.

Entities can also have departments and warehouses, each with its own name, address and contacts. Mark one as primary and archive obsolete ones; deletion is unavailable because issued documents refer to them. Select a department in the sale dialog: it is stored in the document and printed beneath the seller details as Department/Warehouse. It also carries over to recurring invoices and invoices created after a quotation is accepted.

Automation#

At the bottom of this tab, Automation contains four toggles configured per location:

Bank statements#

Import a statement and review the proposed matches before applying them. You can link a payment to a counterparty and an open invoice manually, or undo an imported batch. The payment and its allocation belong to the client’s settlement history.

Activities and tasks#

The Activity tab is the history of working with the client: notes, calls and tasks with due dates. Overdue tasks are highlighted, and all open tasks across all clients are gathered in a separate “Tasks” list — a manager's working list for the day.

AI enquiry parsing#

“Parse enquiry” turns pasted correspondence, a call transcript or a PDF into a sales draft for review. The preview identifies a client, matches lines to your catalog with confidence indicators, and lists unrecognized items. Prices, taxes and discounts come from catalog and commercial terms, not the AI. Applying creates a draft and a manager task; it does not issue the document. A new client can be created with an AI-import marker.

Reminders and dunning#

Notifications configures location-level daily digests, overdue-invoice reminders, staged customer messages and expiry warnings for quotations and contracts. Each scenario has timing settings. Run a check immediately, review upcoming reminders or postpone an item.

List, search and bulk actions#

Search covers name, tax number, phone and email. Filters: type (individuals/companies), status (active, blocked, archived) and tags.

Select several records to archive them or add a tag to all of them at once. An archived record is preserved (documents may reference it) but disappears from the active list.

Import, export and duplicates#

• Import — one client per line: type;name;country;tax number;phone;email. The report shows how many were created, how many already existed and where an error occurred.
• CSV export — the whole list.
• Merging duplicates: the current record survives, the selected one is archived and its contacts and identities are moved over. Only records of the same type can be merged.

Related topics#

• Returning guests — guest recognition and order history by phone
• Documents — contract and act templates, AI filling
• Commerce — the affiliate program links to a client record
• Orders — the shared order list
• Finance — money and reports

FAQ#

How is this different from “Returning guests”? “Returning guests” is a quick phone directory and a repeat-visit badge. “Clients” is a record with legal details, documents and settlements — for B2B and paperwork-heavy sales.

Will a client record be created automatically after an order? Orders are linked to client records; the records themselves you create manually, by import or from an order.

Can I block a buyer? A record has a “Blocked” status, and to stop orders on the storefront there is a blocklist in the order settings — see Online store.