How to Work with Customer Base in the Back office

Topics

Managing your customer base in Loyverse Back Office helps you maintain accurate records, apply loyalty rewards, and better serve returning clients.

1. Accessing the Customer Base

Log in to the Back Office, and from the left-hand menu, go to ‘Customers’ to open your Customer base.

Customer base

2. Creating a New Customer

Click the ‘+ Add customer’ button.

‘+ Add customer’ button

The ‘Create customer’ form will open.

form ‘Create customer’

Fill in the required Name field. Other fields such as Phone, Email, Customer code, Address, and Note are optional.

Click ‘Save’ to create the customer profile.

Customer profile

Tip: Including a phone number or email helps with accurate customer identification and enables receipt delivery via email.

3. Editing an Existing Customer

Click on the customer’s name from the list to open their profile.

customer base

Click ‘Edit profile’ to update fields like Name, Phone number, Address, and Notes.

Customer profile

Use the ‘More’ menu to:

‘More’ menu options

  • Edit points balance
  • Delete customer

 

4. Adjusting Loyalty Points

  • From the customer’s profile, select ‘Edit points balance’ in the ‘More’ menu.
  • Enter the new points balance in the pop-up form and click ‘Adjust’ to save.

‘Adjust points’ form

This feature allows you to correct or reward customer points manually.


Keeping your customer base well-organized enables smoother sales operations and builds stronger customer relationships.

 

 

See also:

How to Delete Customers from the Base

Importing and Exporting Customers

How to Sign Up a Customer in Loyverse POS