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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

  1. Select the Customers icon

  2. Click the New Item icon ( + ) to create a new Customer

  3. In the General Information text fields input Customer details

    • First Name

    • Last Name

    • Email Address

    • Phone Number

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

Create a Customer (FOH)

Action

Display

  1. 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

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

  • Street

  • City

  • State

  • Zip

  • Phone

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

  1. Tap Show Commands button

  2. Tap Customer Info button

  3. In Search field search for Customer with any of the following:

    • First Name

    • Last Name

    • Email Address

    • Phone Number

  4. Hit Enter to search

  5. Tap the newly populated Customer to select

  6. Tap Customer Details to view Customer

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

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

Double tapping the Attach to Order button will quickly add the customer to the order

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

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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