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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 barSee 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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