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Saving customer information is useful for services such as take out orders, venue rentals, and even Online Ordering.

Create a Customer (BOH)

Action

Display

Tap the Customers icon
Tap the New Item icon ( + ) to create a new Customer
In the General Information text fields input Customer details
- First Name
- Last Name
- Email Address
- Phone Number

4. Tap ( + ) New Address to input Customer address and/or phone details (Optional)

Action

Display

Tap the Show Commands button in the Command Bar, then select Customer Info button. (Depending on the settings, you may be able to tap the Customer Info button from the Command Bar)
- Close the on screen keyboard that appears by tapping the X in the upper right corner

2. Tap New Customer

3. Input the customer details in the Edit Customer window

First Name
Last Name
Email (Email is optional and not required for a customer attachment to an order)
Phone
Notes (Optional)

4. Click Accept

You may have to close the on screen keyboard to see the Accept button

Info
If this is for a pickup order, you can then attach the customer to an order using the Attach to Order button

5. To add an address for this customer, tap the New Address button

6. In the Edit Address window, input the customer address

7. Tap Accept

Info
Now that an address has been added, the user may attach the customer to an order using the Attach to Order button

Follow the below steps to verify the new Customer has been added correctly and is appearing in the Front of House selection.

Action

Display

Tap Show Commands button
Tap Customer Info button
In Search field search for Customer with any of the following:
- First Name
- Last Name
- Email Address
- Phone Number
Hit Enter to search
Tapthe newly populated Customer to select
Tap Customer Details to view Customer

Info
When the customer is located they can then be attached to an order using the Attach to Order button

Coming Soon