Managing customers

Customer Management


I. Purpose

This feature allows restaurants to create and manage customer information, group customers for easier care, run promotions and discounts, and manage customer credit or outstanding balances within the system.


II. How to Manage Customer Information

Feature

Description

Add customers to the list

Allows you to enter customer information into the system. With stored customer data, the restaurant can easily provide customer care, run promotions and discounts, and track customer balances or outstanding amounts.

Set up customer groups

Allows you to classify customers into different groups, making it easier to manage customers, provide targeted service, and apply promotions or discounts.

Import customer list from Excel

Allows the restaurant to import an existing customer list from an Excel file into the system. This is commonly used when a restaurant is newly setting up the POS and already has customer data stored in Excel.


✔ Proper customer management helps improve service quality, customer retention, and promotional effectiveness.

Published with Nuclino