Managing customers data and their details

The Customer Management module is designed to help restaurants maintain accurate records of their guests and provide more personalized service. By storing customer details such as name, contact information, and order history, staff can quickly access valuable insights that improve both operations and customer experience.

Overview

The Customers Section provides a centralized database of all customers who have placed orders with the restaurant. This makes it easy to:

• Track order history.
  
• Update customer details.
  
• Export data for reporting or marketing.
  
• Maintain an organized customer list for smoother service and loyalty-building.
  

Key Features

1. Search and Filter

• A search bar allows staff to quickly find customers by name, email, or phone number.
  
• This makes it easy to retrieve records during repeat visits or when resolving customer queries.

2. Customer List

• The customer table displays important details at a glance such as name, contact details and addresses. Each customer is linked with their past orders.
• You can add customer by choosing ADD customer button of the right side and save by filling the details requested.
• The Total Orders column helps staff identify loyal or frequent customers, making it easier to provide recognition or offer special deals.
• In case you delete a customer, it provides you an option to proceed with deleting the past orders related to the customers or not.

3. Actions

Each customer entry comes with two action buttons:

• Update → Edit customer details such as name, phone, or email. Staff can also update order-related information if corrections are needed.
  
• Delete → Permanently remove a customer record from the system (useful if duplicate or incorrect data exists).

4. Data Export and Import

• An Export and Import button is available in the top-right corner.
  
• This allows customer data to be downloaded or uploaded in bulk for reporting, analysis, or marketing campaigns.
  

Why Customer Management Matters

• Personalized Service → Staff can recognize repeat guests and tailor their service accordingly.
  
• Improved Marketing → Exported customer data helps in running targeted promotions and loyalty rewards.
  
• Operational Efficiency → Easy search and quick access to customer history reduces delays during service.
  
• Better Insights → Knowing which customers order most often or spend the most helps management plan offers and improve retention.
  

Integration with Other Modules

The Customer Management module works closely with other features of the Restro Platform:

• POS → Every order placed is linked to the customer’s profile.
  
• Reservations → Repeat guests can be quickly identified for priority bookings.
  
• Table Management & QR Codes → Orders placed via QR code can still be tracked under the customer’s profile.
  

With Customer Management, restaurants can go beyond simply serving food. They can build relationships, reward loyalty, and offer personalized experiences that encourage customers to keep coming back.

Check How you can add customers while settling the order in step 4 of Payment while Ordering Guide.