Customer profiles can be easily created and edited while on-the-go in Restaurant POS.

Add customers in your system to:

• Add credit to their account
• Charge orders to their tab
• Track a customer’s visit and payment history, favorite products and reservation information
• Assign them to tables and/or orders

Creating/editing a customer unaffiliated with an order

1. Tap Customers in the navigation bar at the bottom of the screen.
2. Tap New to create a customer.

   OR

   Select an existing customer and tap Edit.

3. Enter the customer information. 
4. Tap Save. 

Creating/editing a customer within an order

From within an existing order in Restaurant POS, you can create or edit a customer and affiliate them with the order.

1. Open the order from either the Tables screen or the Orders List.
2. Tap the Customer Add button.

   

   NOTE: If a customer is already assigned to the order, tap Edit and skip to step 4.

3. Tap New to create a customer.

   OR

   Select an existing customer and tap Edit.

4. Enter or edit the customer information.
5. Tap Save.
6. Tap Confirm to exit the Customer popup and return to the Order screen.