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 Show customer icon setting enabled in the Device Settings

  1.  On the Order screen in Restaurant POS, tap the Customer icon on the bottom-right of the screen.
  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 on the Customer icon.

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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. 

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Customers can also be added to orders using the Shortcut bar, see Using the Shortcut bar for more information.

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