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Assigning a customer to an order

Adding customers to orders in Restaurant POS helps you identify and keep track of your returning customers. Once a customer is in your system, you'll have quick access to information related to their favorite products, their visit history, and their credit/tab standing. Customer information can be viewed at any time via the Customer popup.

Assigning a customer on the Order screen

To add customers to orders from the Order screen, you first need to enable the Shortcut bar. In Restaurant Manager, click Devices > Restaurant App Settings, then scroll down to Order View Settings and select Show shortcut bar. See Using the shortcut bar for more information.

  1. Tap the Customer_Add.jpeg icon in the shortcut bar. 
  2. Tap the customer to add them to the order. To create a new customer, see Creating Customers.
  3. Tap Confirm. The customer's name will now show in the customer icon.

Customer_Add_Orders.png

Assigning a customer to a receipt

  1. In Restaurant POS, open the Payments screen for an order.
  2. Tap + Add Customer.
  3. Tap the customer to add them to the order. To create a new customer see Creating Customers.
  4. Tap Confirm. The customer's name will now show on the receipt. 

Add_Customer_Payments.png

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