Loyverse Dashboard
by Loyverse
by Loyverse
Profile Information Last updated on: 17 July 2024
Profile Information Last updated on: 17 July 2024
We help make selecting a software for your business effortless, economical and efficient.
by Loyverse
by Loyverse
Profile Information Last updated on: 17 July 2024
Profile Information Last updated on: 17 July 2024
Account Creation and Setup: The first step is to create an account on Loyverse. This involves providing basic business information and setting up user accounts. This step is usually quick, often completed within a day.
Configuration: After account creation, the next step is configuring the dashboard to suit the specific needs of the business. This includes setting up items, prices, and tax options in the system. Depending on the size of the business and the number of items to be configured, this can take from a few days to a week.
Integration: Integrating Loyverse Dashboard with other systems such as accounting software, e-commerce platforms, or payment systems is the next step. The time required for integration can vary widely based on the complexity of the existing systems and the extent of integration needed.
Data Importation: If the business is switching from another system, data importation will be necessary. Importing data such as past sales, inventory, and customer information can take a few days, depending on the volume of data and the format it is in.
Training: Training staff and managers on how to use Loyverse Dashboard is crucial. Loyverse offers various training resources, including tutorials and customer support. The training duration depends on the users’ familiarity with similar systems but typically takes a few days.
Testing and Go-Live: Before going live, it is advisable to test the system thoroughly to ensure everything works as expected. This phase includes running through typical transactions and using features as they would be used in daily operations. Testing can take from a few days to a week.
Integration with Other Tools: Loyverse Dashboard can be integrated with various third-party tools and services to enhance its functionality. For example, it can be connected to sophisticated dashboarding tools like Google Data Studio and Power BI through Dataddo, allowing for advanced data visualization and reporting.
Customizable Reports: Users can generate customized reports based on their specific needs. The dashboard allows for tracking sales by item, category, and employee, which can be tailored to focus on particular aspects of the business.
Real-Time Notifications: The dashboard includes customizable real-time notifications for stock levels, ensuring that users are promptly informed about low or out-of-stock items, which helps in maintaining optimal inventory levels.
User Interface Customization: Users can switch between a light and dark theme based on their preference or environmental lighting conditions, enhancing visual comfort and accessibility.
API for Custom Development: The Loyverse API enables developers to create custom applications or integrate existing systems with Loyverse POS, expanding the software’s capabilities to meet specific business requirements.
Workflow Automation: Through platforms like Appy Pie Connect, Loyverse can be integrated with other applications to automate workflows, such as syncing data with accounting software or CRM systems, thereby reducing manual data entry and increasing efficiency.
Custom Alerts and Actions: With Zoho Flow, Loyverse can trigger custom actions in over 500 apps based on events in Loyverse, such as creating invoices or adding new customer details to marketing campaigns.
Setup Fees: One-time fees for initial setup and configuration.
Maintenance Fees: Ongoing fees for software maintenance and updates.
Support Charges: Fees for premium support services.
Online Tutorials: Comprehensive guides and tutorials are available on their website.
Webinars: Live online sessions to help users understand and utilize the dashboard effectively.
Customer Support: Access to customer support via email, phone, or live chat.
Data Encryption: Encrypting data both in transit and at rest.
Regular Audits: Conducting regular security audits to identify and address potential vulnerabilities.
Access Controls: Implementing role-based access controls to ensure that only authorized personnel can access sensitive data.
Loyverse Dashboard releases updates regularly to enhance functionality and security. These updates are typically managed automatically, with minimal disruption to the service..
Loyverse Dashboard's policy on data ownership and portability includes:
Data Ownership: Users retain ownership of all data they input into the system.
Data Portability: Users can export their data in a standard format at any time.
Loyverse Dashboard is designed to scale with organizational needs. Users can easily add or remove features, integrate additional services, or adjust their usage plan based on their changing requirements.
The terms and conditions for contract renewal and cancellation typically include:
Renewal Terms: Automatic renewal options unless the user opts out.
Cancellation Policy: Users can cancel their subscription with notice, typically 30 days prior to the renewal date.
General Data Protection Regulation (GDPR): Loyverse complies with GDPR, which is a critical compliance standard for protecting data in the European Union. This compliance is essential for managing personal data of EU citizens
ISO 27001 Certification: Loyverse Dashboard has achieved ISO 27001 certification, which is a widely recognized standard providing requirements for an information security management system (ISMS). This certification ensures that Loyverse maintains high security for banking-level data protection