Customers

Customers

The Customers tab is a lightweight directory of your customers — most useful for phone-in or delivery orders where you need a name, phone number, and address on hand.

Adding a customer

1. Go to Customers and start a new entry.
2. Fill in First/Last Name, Phone, Address (Street 1/2, Apartment, City, Region, Postal), Email, and any free-text Notes (e.g. delivery instructions, allergies).
3. Save.

Using customer records

Once saved, a customer record can be pulled up on the terminal to attach to an order, and past orders tied to a customer can be looked up from History and Reports for that customer by clicking on the number of orders the customer has.