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Create a Customer (FOH)

Create a Customer (FOH)

Use the Customer Information to create customer profiles for frequent visitors.

 

 

Action

Display

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

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