Documentation

Customers

Add and find customers, save their delivery addresses, and attach a customer to a delivery order.

Where Customers Are Used

  • Delivery orders need a customer and a delivery address. The POS app asks for both before it opens the menu.
  • Dine In and Take Away orders taken in the POS app do not ask for a customer.
  • The same customer list is shown in the POS app (Customers) and in Web admin (Point of Sale > Customers).

Customers in the POS App

Tap Customers in the side menu. On a phone it is under More. You need permission to view customers to see it.

The Customers screen in the POS app: a search box, one row per customer with name, phone and email, and the Add button
The Customers screen: search at the top, one row per customer, Add at the top right

Find a Customer

Type a name, phone number or email in the search box. The list updates as you type. The icon next to Add switches between a list and cards. A pin with a number on a customer's row is the number of saved addresses. A badge such as 120 pts shows the customer's loyalty points.

The Customers screen with part of a phone number typed in the search box and the matching customers listed
Searching by part of a phone number

Add a Customer

  1. Search first
    Type the customer's phone number or name to check they are not already in the list.
  2. Tap Add
    If the search found nobody, the screen shows No customers found and a button with what you typed, for example Add "5550122". Tap it and the Add Customer window opens with that phone number, email or name already filled in.
  3. Fill in the details
    First Name and Last Name are required. Phone, Email and Notes are optional.
  4. Tap Save
    Nothing happens if the first or last name is empty.
The Add Customer window with First Name, Last Name, Phone, Email and Notes, and the Cancel and Save buttons
Add Customer: first and last name are required

View or Edit a Customer

  1. Tap the customer
    Customer Details shows the phone number, email, saved addresses and notes.
  2. Tap the pencil icon to edit
    Edit Customer opens with the name, phone, email and notes. Change them and tap Save.
The Customer Details window showing the customer's phone, email, one saved address and a note, with the pencil icon at the top right
Customer Details: contact details, saved addresses and notes. The pencil opens Edit Customer
  • Addresses are shown here but cannot be added or changed on this screen. Add an address while taking a delivery order (see below).
  • Customers cannot be deleted in the POS app. Delete them in Web admin.
  • If your business sells meal plans and you have permission to see them, Customer Details also has a Meal Plan section. See the CRM pages.

Attach a Customer to a Delivery Order

This is done in the POS app at the start of the order.

The Select Customer screen for a delivery order: a search box, the note that a customer and delivery address are required, one search result, and the round add-customer button
Select Customer: search, tap the customer, or use the round button at the bottom right to add a new one
  1. Tap New Order, then Delivery
    The Select Customer screen opens with Recent Customers.
  2. Find the customer
    Type a name, phone number or email in the search box, or pick from Recent Customers. A line such as "2 address(es) on file" shows that the customer has saved addresses.
  3. Tap the customer
    What opens next depends on the customer's addresses. See Choose the Delivery Address.
  4. Take the order
    Once the address is set, the menu opens. The customer's name is shown at the top of Current Order. Continue as described in Taking Orders.

Choose the Delivery Address

If the Select Delivery Address screen opens, the customer has saved addresses.

  1. Check the selected address
    The address marked Default is already selected. Tap another address under Saved Addresses to use that one.
  2. Tap Continue with Selected Address
    To deliver somewhere new instead, tap Add New Address, fill in New Delivery Address and tap Save & Select This Address. Tick Set as default delivery address to make it the customer's default.

If the Add Delivery Address window opens, fill it in and tap Add Address & Continue.

The Add Delivery Address window with Building / Street, Apartment / Floor (optional), Governorate and Area, and the Add Address & Continue button
Add Delivery Address: Building / Street and Area are required
Field Notes
Building / Street Required.
Apartment / Floor (optional) Optional.
Governorate Choose this first. It fills the Area list.
Area Required. The list is empty until you choose a governorate.
Customers Found by Searching

When you pick a customer from search results, the app can open Add Delivery Address even though the customer already has an address. Customers picked from Recent Customers open their saved addresses. If you only need an existing address, tap Cancel, clear the search box and pick the customer from Recent Customers if they are listed there.

Add a New Customer During a Delivery Order

  1. Tap the round button at the bottom right of Select Customer
    If your search found nobody, you can also tap Add New Customer under "No customers found". A phone number you typed in the search box is copied into the form.
  2. Enter the customer
    First Name, Last Name and Phone Number are required. Email (optional) can be left empty.
  3. Enter the delivery address
    Under Delivery Address, fill in Building / Street, choose the Governorate, then the Area.
  4. Tap Add Customer
    The customer and the address are saved, the address becomes the customer's default, and the menu opens.

Customers in Web Admin

Open Point of Sale > Customers. The list shows each customer's name, contact details, type and loyalty points.

Find a Customer

Type in Search customers... and tap Apply. You can also sort by last name, first name, email or company, and filter by All Customers, Business Customers or Individual Customers.

Add a Customer

  1. Tap Add New Customer
    The Create Customer page opens.
  2. Fill in the details
    First Name and Last Name are required. Phone Number, Email and Customer Notes are optional.
  3. Tap Create
    The customer appears in the list and in the POS app.

Edit or Delete a Customer

  • Edit: tap the pencil icon on the customer's row, change the details and tap Save Changes.
  • Loyalty points: on the Edit Customer page, type the number of points to add in Points to Add/Subtract and tap Update Loyalty Points. The number must be greater than zero: points cannot be taken away on this page.
  • Delete: tap the bin icon on the customer's row, then Delete Customer. This cannot be undone.

Troubleshooting

"Please fill in required fields"

In Add New Customer on a delivery order, the first name, last name or phone number is empty. Fill in all three.

"Delivery address is required" or "Area is required for delivery address"

A new customer on a delivery order must have an address. Fill in Building / Street, choose the Governorate, then choose the Area.

"Please enter an address" or "Area is required"

You tried to save a delivery address without Building / Street or without an Area. The Area list stays disabled until you choose a Governorate.

"Please add a delivery address for this customer."

You tapped Save Order or Pay Now on a delivery order that has a customer but no address. Start the order again from New Order > Delivery and choose or add the address.

Next Steps

Taking Orders

Add items, take payment and manage the order.

Delivery

Assign drivers and follow delivery orders.