Customer data management is the collection, storage and use of data in a secure, efficient and cost-effective manner. With a restaurant's customer database, you are able to tailor marketing campaigns and promotions to your customers. Data management helps a business achieve maximum benefits. In UpMenu, you can easily manage the database of all your restaurant customers.

Customer database

In UpMenu you have access to your customer database. There are two types of clients:

  • registered customers who set up an account;

  • unregistered customers, i.e. those who placed orders without creating an account.

See how to check your restaurant's customer database in the UpMenu panel.

  1. Go to "Reports" → "Customers".

  2. You will see the database of all your customers in the form of a table that contains: - date of account creation - customers' personal data - newsletter sign-up information - number and value of orders - permanent discounts

Customer orders history

You can check detailed information about the selected customer and check his order history.

  1. Go to Reports” → “Customers”.

  2. You can specify the time the order was placed or its status to narrow the scope.

  3. Enter the customer’s details or email address of the selected customer in the search box.

  4. Click “Details” to view order history.

  5. You can also check the details of a single order.

Downloading customer database

See how to generate a customer database, in which you can verify, among others, consent to receive the newsletter, number and value of orders.

  1. Go to "Reports" → "Customers".

  2. Click the "Download" button at the top right of the page. A report of all clients will be generated as an MS Excel file. The report will include:
    - Date of account creation
    - Contact information
    - Consent for marketing contact
    - Number of orders
    - Value of all orders

Removing customer personal data

If for any reason you wish to remove a customer's personal information from your UpMenu system, you may do so at any time.

  1. Go to "Reports" → "Customers".

  2. Select a client from the list or use the search engine, click the "Details" button.

  3. Click the "Options" button.

  4. Click the "Remove personal data" button.

  5. The deleted data will not be visible in the system or in reports.

Blocking the possibility of placing orders

If you suspect abuse on the part of the customer, you can block orders for a specific e-mail address at any time.

  1. Go to "Reports" → "Customers".

  2. Search for customer data from the list or using the search engine and click on "Details".

  3. Activate the option "Block ordering for this user" by moving the slider to the right. The change will be saved automatically.

  4. Activating this option will prevent the selected customer from placing an order. The customer will receive a message at the time of ordering, using the same e-mail address, that he is temporarily unable to place an order, but is not informed that he has been blocked.

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