Attach Customer to Order (FOH)

Owned by Will Castleberry
Last updated: Aug 15, 2024 by Jaclyn DiPiazza
2 min read

Use the Customer Info feature to attach a customer’s profile to an order.

 

 

Action

Display

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