Customer Management is a free feature through Lavu to help you associate customer names with specific orders. You can create profiles for each of your customers, which you will then be able to attach to orders so that you can establish a history with them. You can also record the customer's address, phone number, email, and any other information you would like to collect.
Enabling the Customer Management
You will first need to enable the feature in your Control Panel before it can be used on the POS.
Once logged into the Control Panel, navigate to Settings and click on Users/Customers on the left-hand side.
Customer Management is the first page in this section, so you will automatically be on the page you need. Scroll down, and ensure the setting Disable Customer Management from within the app is unchecked.
Scroll down and click Save at the bottom of the page, and you will now have access to the customer management tool on your POS.
You can use the settings below to customize the signup form on the POS. This includes marking certain fields as required or optional and adding new custom fields that are not added by default.
Using Customer Management in the POS APP
Once Customer Management has been activated (and you have reloaded settings), an Add Customer option will appear at the top of your order pad on the left.
Tapping on Add Customer will provide you with two options: SEARCH CUSTOMERS or CREATE A CUSTOMER.
If you want to create a new customer profile, provide the details in the boxes below and click on the Submit button.
You can search for existing customers (whose profile has already been created) by typing anything that you have collected from them, including their name, phone number, address, and more.
Once you have found your customer’s profile, you can tap on the Green Arrow to add them to your order.
If you want to update or remove the information attached to the customer profile, click the Edit button.
If you want to see a history of customers’ orders, click on the History button.
Importing Customer Information
If you already have a list of customers you wish to import into your POS, you can do so from the Control Panel.
Once logged into your Control Panel, click on Reports, and then click on V1 Reports. Under the far right column, click on Customer Import.
On this page, you will be able to upload a CSV file filled with your customer’s information. Please note that in your spreadsheet, you must include the columns listed on this page to import the information properly. None of the fields are required, so any information you do not wish to record, you can simply leave blank.
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