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.
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.
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.
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 labeled "Special", 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. 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.
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.
For any further support, please reach out to our 24/7 customer support team at 505-535-5288 or email support@lavu.com.