Quick Links
Saving customer information is useful for services such as take out orders, venue rentals, and even Online Ordering.
Create a Customer (BOH)
Action | Display |
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4. Select ( + ) New Address to input Customer address and/or phone details (Optional) |
Create a Customer (FOH)
Action | Display |
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2. Tap New Customer | |
3. Input the customer details in the Edit Customer window
4. Click Accept You may have to close the on screen keyboard to see the Accept button 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 Now that an address has been added, the user may attach the customer to an order using the Attach to Order button |
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.
Action | Display |
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When the customer is located they can then be attached to an order using the Attach to Order button |
Attach Customer to Order (FOH)
Action | 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)
2. Tap Attach to Order | |
3. Select the Order Type if prompted
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4. Verify the customer has been added to the order
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