LuaPOS

Documentation · Customers

Managing customers

This guide walks through building a customer list, looking customers up quickly at checkout, reviewing their purchase history, and putting that data to use for better service — with a picture for every step.

5 min read Customers Recently updated

On this page

  1. Overview of the process
  2. Before you start
  3. A full look at the customers page
  4. Step 1 — Add a new customer
  5. Step 2 — Search for a customer
  6. Step 3 — View details & purchase history
  7. Step 4 — Update their details
  8. Step 5 — Attach them at checkout
  9. Frequently asked questions
  10. Troubleshooting

Overview of the process

Managing customers in LuaPOS is a five-step loop: add the customer, search for them when needed, review their purchase history, keep their details up to date, and attach them to every sale to build up that data. Skim the diagram below before the detailed steps.

1 Add customer
2 Search
3 View history
4 Update details
5 Attach at checkout

Before you start

Check the following before you start managing customers properly.

  • You are logged in, the correct store is selected, and your account has permission to manage customers.
  • (Optional) Ask for and record the customer's phone number whenever you can — it makes lookups far faster and more accurate than name alone.
  • (Optional) If your store runs a loyalty points program, check its configuration in store settings beforehand.

A full look at the customers page

Below is a simplified picture of the customers page with every important area numbered. Every step further down this page refers back to one of these numbers.

app.luapos.com/customers
Enter a name or phone number to search...
Customer codeFull namePhone numberPointsActions
KH0021Nguyễn Văn A0912 xxx 456120Edit · History
KH0022Trần Thị B0987 xxx 12345Edit · History
1
2
3
4

Simplified illustration of the LuaPOS customers page (actual layout may vary slightly by device).

  • 1Search box — type a name or phone number to filter the list in real time.
  • 2Customer list — customer code, name, phone number, and their current loyalty points.
  • 3Points column — how many loyalty points the customer currently has, redeemable on a future bill.
  • 4Actions — edit the customer's details, or view their full purchase history.
1

Add a new customer

  1. The fastest way is to add them right at the register: in the "Customer" field, click "Create new" while ringing up their sale.
  2. Enter the customer's Name and Phone number — that's enough to create a complete customer record.
  3. Everything else (age, gender, address) is optional and can be filled in later at any time in Step 4.
Create customer
Name
Nguyễn Văn A
Phone number
0912 345 456
Create customer

Just a name and phone number are enough to create a customer while checking them out.

Always ask for a phone number if the customer is willing

A phone number makes looking a customer up far faster than name alone, especially useful when several customers share the same name.

The new customer is saved and can be found again on any future visit.
3

View details & purchase history

  1. Click the customer's name, or the "History" button on the list, to open their detail page.
  2. The detail page shows their personal information, current loyalty points, and every bill they have purchased in the past.
  3. Use this to see what a regular customer usually buys, so you can offer more relevant recommendations on their next visit.
Details
Nguyễn Văn A
KH0021 · 0912 xxx 456 · Points: 120
View receipts
#HD1082
18/07/2026 · 68.000 đ
#HD1054
02/07/2026 · 45.000 đ

The detail page combines personal info, loyalty points, and past order history in one place.

You know the customer's purchase history and current point balance in seconds.
4

Update their details

  1. Click "Edit" on the customer list, or "Edit information" from their detail page.
  2. Update their name, phone number, age, gender, or other details, then click "Save changes".
  3. The new details apply starting from their next purchase — bills already created earlier are not affected.
The customer's details are now updated and more accurate for future visits.
5

Attach them at checkout & use their points

  1. At the register, find and select this customer in the "Customer" field (see the "Selling (POS)" guide for the full walkthrough).
  2. If your store runs a loyalty points program, their current point balance shows up automatically and can be redeemed directly against the current bill.
  3. Once the sale is complete, it is automatically added to the customer's purchase history, ready to review in Step 3.
Only sales with a customer attached count toward history

Walk-in sales with no customer attached do not earn points and never show up in anyone's purchase history.

Next time this customer comes back, you already have their full purchase history and point balance ready to go.

Frequently asked questions

Am I required to enter a customer's phone number?

No, but it is strongly recommended — a phone number makes lookups far faster and more accurate than name alone, especially with common names.

Is there a maximum number of loyalty points a customer can have?

LuaPOS does not cap loyalty points; exactly how many points are earned per amount spent depends on the program you configure for your store.

If a customer is deleted by mistake, is their purchase history lost?

Use the hide option instead of deleting if available — this preserves the history of past orders linked to that customer rather than losing the data.

How do I tell two customers with the same name apart?

Use the phone number or customer code (KH...) to tell them apart — names can repeat, but the customer code and phone number are unique to each person.

Troubleshooting

Situation
Common cause
How to fix it
A customer you are sure you created cannot be found
The name was misspelled while searching, or the customer was created under a different store on the same account.
Double-check the spelling, try searching by phone number instead of name, and confirm the correct store is selected in the top-right corner.
The "Use points" field is missing while selling
No customer has been attached to the current sale yet.
Go back to the "Customer" field at the register and select the right customer before finalising payment — the points field will then appear.
The same customer was accidentally created twice
No search was done before clicking "Create new", so an existing customer was recreated.
Always search by phone number before clicking "Create new"; contact support if two duplicate profiles need to be merged.
Details were updated but the change is not showing
"Save changes" was never clicked, or the customer list page has not been refreshed since saving.
Confirm the save button was actually clicked, then refresh the customer list page to see the latest information.
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Still need help?Our support team is happy to walk you through anything not covered here.

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