--- title: Customer Management description: A short article detailing how to use Lavu's Customer Management Feature --- [Skip to content](https://support.lavu.com/en/knowledge/customer-management#main-content) English Show submenu for translations [Request Help](https://support.lavu.com/en/knowledge/kb-tickets/new?hsLang=en) [![Final\_Lavu\_Logo.png\]](https://support.lavu.com/hs-fs/hubfs/Final_Lavu_Logo.png?height=40&name=Final_Lavu_Logo.png)](https://lavu.com/?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Request Help](https://support.lavu.com/en/knowledge/kb-tickets/new) - [Go to lavu.com](https://lavu.com/) [Go to lavu.com](https://lavu.com/?hsLang=en) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.lavu.com/en/knowledge?hsLang=en) 2. [Lavu Control Panel](https://support.lavu.com/en/knowledge/lavu-control-panel?hsLang=en) 3. [Settings](https://support.lavu.com/en/knowledge/lavu-control-panel?hsLang=en#settings) # Customer Management ## A short article detailing how to use Lavu's Customer Management Feature 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.  The feature will first need to be turned on by a Lavu admin in order to use it on Lavu POS. ### **Setting Up Customer Management** 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. ![customer\_management\_settings](https://support.lavu.com/hs-fs/hubfs/customer_management_settings.png?width=688&height=371&name=customer_management_settings.png) 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. You also have the ability to have these details print on kitchen tickets, receipt, or both. ![customer\_management\_customize\_sign\_up](https://support.lavu.com/hs-fs/hubfs/customer_management_customize_sign_up.png?width=459&height=476&name=customer_management_customize_sign_up.png) ### **Using Customer Management in the POS APP** Once Customer Management has been activated you will see an option to **Add Customer** to your order in the left hand corner of the order. ![customer\_management\_marked](https://support.lavu.com/hs-fs/hubfs/customer_management_marked.jpeg?width=688&height=516&name=customer_management_marked.jpeg) Tapping on **Add Customer** will provide you with two options: **SEARCH CUSTOMERS** or **CREATE A CUSTOMER**. ![customer\_management\_add\_new](https://support.lavu.com/hs-fs/hubfs/customer_management_add_new.jpeg?width=688&height=516&name=customer_management_add_new.jpeg) 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. ![customer\_search](https://support.lavu.com/hs-fs/hubfs/customer_search.jpeg?width=688&height=516&name=customer_search.jpeg) 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 labeled "Special", click on **Customer Import**. ![customer\_import\_marked](https://support.lavu.com/hs-fs/hubfs/customer_import_marked.png?width=688&height=371&name=customer_import_marked.png) 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. You can always update this information later in the POS by editing the customer's profile. **Note:** Spreadsheet programs like Excel do NOT save documents as a CSV file by default. You will need to export your file as a CSV file before trying to import it into Lavu. ![customer\_import\_example](https://support.lavu.com/hs-fs/hubfs/customer_import_example.png?width=688&height=212&name=customer_import_example.png) ### Export Customer Information Once you have captured customer information in the POS, you can export it from your V1 reports. Click on **Reports**, then **V1 Reports**, and under the column labeled "Special", click on **Customer Export**. ![customer\_export\_marked](https://support.lavu.com/hs-fs/hubfs/customer_export_marked.png?width=688&height=241&name=customer_export_marked.png) For any further support, please reach out to our 24/7 customer support team at 505-535-5288 or email support@lavu.com. - [Lavu Payroll](https://support.lavu.com/en/knowledge/lavu-payroll?hsLang=en#main-content) - [Starting with Lavu Payroll](https://support.lavu.com/en/knowledge/lavu-payroll?hsLang=en#starting-with-lavu-payroll) - [Using Lavu Payroll](https://support.lavu.com/en/knowledge/lavu-payroll?hsLang=en#using-lavu-payroll) - [Lavu POS](https://support.lavu.com/en/knowledge/lavu-pos?hsLang=en#main-content) - [Checking Out](https://support.lavu.com/en/knowledge/lavu-pos?hsLang=en#checking-out) - [Lavu Gift/Loyalty](https://support.lavu.com/en/knowledge/lavu-pos?hsLang=en#lavu-gift-loyalty) - [Server Functions](https://support.lavu.com/en/knowledge/lavu-pos?hsLang=en#server-functions) - 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