Loyverse
بواسطة Five Galaxies Commerce Ltd
Loyverse typical implementation process:
Account Registration and Setup: Register for a Loyverse account online, download the app to your device, and log in to your account. This process is usually completed in minutes.
Device Preparation: Install the Loyverse POS app on your chosen smartphone, tablet, or computer. Enable necessary device permissions for receipt printers, barcode scanners, or other hardware connections if required. Takes only a few minutes to set up.
Back Office Configuration: Using the Loyverse Back Office (browser-based), configure your sales settings, add items/products, set up discounts, taxes, and store details. Typically takes 1–2 hours for a basic setup; complex inventories may require longer.
Staff and Employee Setup: Add employees, set access permissions, and configure clock-in/out functionality for employee management (if using Employee Management add-on). Setup can be completed in under 1 hour, depending on team size.
Hardware Integration: Connect receipt printers, barcode scanners, cash drawers, or customer displays to the primary POS device(s). Each device usually takes 10–30 minutes to pair and test.
Inventory Management: Enter or import inventory, set up barcode labels, and define stock levels. This is the most variable step—small businesses may finish in an hour, while large or multi-store inventories may require several days for initial data entry.
Testing and Training: Run test sales and transactions, train staff on POS use, and resolve any questions or issues. Basic training can be completed in about 1–2 hours.
Loyverse POS can be customized in several ways to fit a wide range of specific business needs. Here are key data points and custom options:
Industry Tailoring: Loyverse is suitable for retail, restaurants, cafes, bars, and service businesses like salons. It allows setting up business-type-specific workflows, such as menu modifiers for eateries or appointment scheduling for salons.
Custom Item Modifiers: You can create, edit, and assign modifiers (like toppings, add-ons, or service extras) to products. These modifiers appear in the POS, streamline sales, and help with custom order processing.
Custom Layouts & Settings: The sale screen layout in the app is customizable (e.g., grid or list views). In the back office, you can adjust settings for taxes, discounts, payment types, currencies, and business hours.
Access Control: Employee roles (Admin, Cashier, Service Staff) and access permissions can be finely set, ensuring each staff member sees only what’s relevant to their job.
Product and Service Catalogs: For different industries, you can define products, services, prices, SKUs, and organize them into categories, including uploading product images for better usability.
Inventory Rules: Enable or disable inventory tracking, set minimum stock levels per item, and trigger low-stock alerts or custom purchase orders as needed.
Multi-Store and Multi-Channel Management: Manage multiple stores under one account, synchronize catalogs, inventory, and orders across locations, and even with e-commerce platforms such as Shopify, WooCommerce, Amazon, eBay, and more using integrations.
API and Third-Party Integrations: The Loyverse API and integration platforms (like Integrately) allow you to build custom app flows, automate processes, and sync data between Loyverse and accounting, e-commerce, CRM, or warehouse management solutions.
Custom Automations: Automation platforms can set up events like “create a Google Calendar event for a new customer” or “send order details to an accounting app,” adapting Loyverse to your unique workflow needs.
E-commerce Sync: Sync your in-store and online inventories and sales orders automatically, eliminating manual data reconciliation between channels.
Custom Reports: The reporting module can be tailored to produce sales, inventory, or activity reports by product, modifier, or custom timeframes.
Loyverse offers extensive training and support resources to help new users get started and run their businesses effectively:
Live Chat Support: Users have access to 24/7 live chat support, allowing them to get real-time assistance from Loyverse’s customer support team whenever they need help.
Help Center: The Loyverse Help Center provides a comprehensive set of step-by-step guides, available in 17 languages, often with video tutorials. These guides cover all aspects of using Loyverse POS, from setup to advanced features.
Community Forums: A user community lets new users learn from the experiences of others, post questions, and read common solutions or advice on using Loyverse more effectively.
Video Tutorials: There are numerous video tutorials to visually guide users through different POS workflows, system features, and troubleshooting steps.
Onboarding and Knowledge Base: Loyverse provides clear onboarding instructions in its Back Office and POS interfaces to ensure new users can quickly configure products, employees, customers, and workflows.
Loyverse implements several security measures to protect user and business data:
Cloud Data Storage and Retention: All business and sales data are stored securely in the cloud. Data is kept for as long as your account exists, ensuring long-term access and backup.
Access Controls: The system allows account owners to set employee access rights, controlling which features or data each staff member can view or modify. Sensitive actions require PIN entry, ensuring only authorized personnel can access critical functions.
Physical and Technical Safeguards: Data hosted on Amazon Web Services (AWS) in Germany benefits from robust physical and cyber protections. Loyverse uses organizational and technical measures in line with GDPR and similar data privacy regulations to prevent unauthorized access, accidental loss, or unlawful processing.
Encryption and Secure Processing: Data transfers and storage are protected via encryption and industry-standard security protocols, although specific algorithms are not detailed in public documentation.
Legal Compliance: Loyverse commits to privacy frameworks like the European Union’s General Data Protection Regulation (GDPR) and, when transferring data internationally, ensures safeguards such as keeping data within Privacy Shield-compliant environments if transferred to countries like the U.S..
Data Minimization and Retention Policy: When accounts are canceled, Loyverse retains data only for periods justified by legal, regulatory, or investigatory requirements, and deletes or anonymizes data when no longer needed.
Update Management:
Updates are rolled out to the Loyverse POS app and Back Office, covering improvements, new features, and bug fixes.
Users receive these updates through platform-specific app stores (Google Play for Android, App Store for iOS) or through over-the-air updates if the POS is installed via APK.
Significant updates and release notes are sometimes highlighted on Loyverse’s blog or support community, providing transparency about new features and changes.
Loyverse's policy on data ownership and portability emphasizes user control and easy data export:
Data Ownership: Data entered into Loyverse (such as items, customers, receipts, and reports) belongs to the account owner. As the business owner, you can access, manage, and control your data in the system.
Data Portability: Loyverse offers robust export features:
You can export lists of items, customers, receipts, and reports in CSV format directly from the Back Office at any time.
Advanced inventory users can also export documents, such as purchase orders, stock transfers, and inventory counts, as CSV or PDF files.
Exported files can be opened and used in other applications (e.g., Google Sheets, Excel, LibreOffice), allowing you to transfer your business data to another system if needed.
Right to Data Portability (Personal Data): In addition to business data exports, users have the right to request their personal data in a machine-readable format and, in some cases, can request Loyverse to transfer this data to another service provider, where technically possible.
Loyverse POS offers a flexible system designed to adapt as your organization’s needs change, allowing you to scale up or down in several key ways:
Multi-Store Management: Loyverse allows you to add or remove stores within a single account. You can compare performance, manage inventory, items, employees, and customers across multiple locations, which is helpful as your business grows or contracts.
Add/Remove Employees: The system enables easy staff management, including tracking sales by employee, employee clock-in/out, and setting access levels. You can add employees as your team grows or remove them if you scale down.
Inventory Flexibility: You can manage your inventory for one or many stores, transfer stock between locations, and receive low stock alerts. This makes it easy to expand or contract your product offerings as necessary.
Product and Customer Management: The platform supports unlimited product and customer additions, allowing for easy expansion of your offerings and loyalty programs.
Add-On Features: Loyverse POS is free for basic functions, but advanced features such as Employee Management, Advanced Inventory, and Unlimited Sales History are paid add-ons. These can be subscribed to or canceled as your needs change, with a 14-day free trial available for each. This allows businesses to pay only for the features they currently need.
Device Flexibility: Since Loyverse transforms smartphones or tablets into POS devices, you can easily add more devices and staff as your organization grows, or reduce devices if you downsize.
Integration Options: The system supports integration with third-party apps and customizations through its API. This allows businesses to expand their digital ecosystem and capabilities as required.
Loyverse’s terms and conditions for contract renewal and cancellation focus on convenience, transparency, and user control:
Auto-Renewal: All paid subscriptions are automatically renewed at the end of each billing period to avoid service interruption. You will continue to be charged until you cancel your subscription.
Cancellation Process: You can cancel your subscription at any time. To do so, log in to the Back Office using your account owner credentials, go to Settings > Billing & Subscriptions, and click the “Unsubscribe” button. This immediately stops future recurring charges, but you retain access to paid features until the end of your current paid period.
Trial Periods: Add-on features such as Employee Management or Advanced Inventory come with a 14-day free trial. During this period, unsubscribing does not cancel the current trial—features remain available until the trial expires. If you resubscribe after your trial has ended, you cannot access a new free trial on the same account.
Refund Policy: Loyverse does not offer refunds on subscription fees that have already been charged for active subscriptions. If you cancel partway through a paid billing cycle, you will not receive a prorated refund, but you will still have use of your paid features for the remainder of that period.
Adjusting Subscription Before Renewal: If you have extra employees or stores set up during the trial for testing, remember to reduce them before activating your subscription to avoid unnecessary charges, as billing is per store or employee for some add-ons.
Data Preservation: Canceling a subscription or trial does not delete your sales or account data. However, if your account is eventually blocked due to non-payment or inactivity, you may risk losing access to the system until outstanding issues are resolved.
Loyverse adheres to the following compliance standards:
