Quick Links
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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)
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Action
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Display
Select the Customers icon
Click 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
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Create a Customer (FOH)
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Action
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Display
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Close the on screen keyboard that appears by tapping the X in the upper right corner
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2. Tap New Customer
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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
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If this is for a pickup order, you can then attach the customer to an order using the Attach to Order button |
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5. To add an address for this customer, tap the New Address button
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6. In the Edit Address window, input the customer address
Street
City
State
Zip
Phone
7. Tap Accept
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Now that an address has been added, the user may attach the customer to an order using the Attach to Order button |
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Locate a Customer (FOH)
Follow the below steps to verify the new Customer has been added correctly and is appearing in the Front of House selection.
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Action
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Display
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Tap Show Commands button
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Tap Customer Info button
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In Search field search for Customer with any of the following:
First Name
Last Name
Email Address
Phone Number
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Hit Enter to search
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Tap Customer Details to view Customer
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When the customer is located they can then be attached to an order using the Attach to Order button |
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Attach Customer to Order (FOH)
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Action
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Display
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1. Locate & select the desired customer using the Search function, or create a new customer (both options are outlined above)
Selected customers will be highlighted in blue
For Delivery Orders, the customer must have an address on file
2. Tap Attach to Order
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Double tapping the Attach to Order button will quickly add the customer to the order |
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3. Select the Order Type if prompted
If not prompted to change the Order Type, open the Ticket Commands menu, and press Change Order Type, then select the Order Type
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4. Verify the customer has been added to the order
The Customer Name will now display at the top of the ticket on the left
In the List Orders screen, the order will display the customer’s name in orange
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Contents
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