Customer Management Guide

Create and manage customer profiles, addresses, and order history.

Why Manage Customers?

Customer profiles help you:

• Delivery Orders: Store addresses for faster checkout
• Order History: View past orders and preferences
• Loyalty: Track customer spending and rewards
• Marketing: Contact customers for promotions

Creating a Customer

1. Navigate to Customers
   Go to POS > Customers from the navigation menu.
2. Click "Add Customer" or "New Customer"
   Open the customer creation form.
3. Enter Basic Information
   • First Name - Customer's first name (required)
   • Last Name - Customer's last name
   • Phone - Primary contact number (required for delivery)
   • Email - Email address for receipts and marketing
4. Add Address (for Delivery)
   Click "Add Address" to enter a delivery address.
5. Save Customer
   Click "Save" to create the customer profile.

Customer Information Fields

Managing Customer Addresses

Customers can have multiple delivery addresses (home, work, etc.).

Adding an Address

1. Open Customer Profile
   Find and open the customer's profile.
2. Click "Add Address"
   In the Addresses section, click to add a new address.
3. Enter Address Details
   • Label: Name for this address (e.g., "Home", "Work")
   • Street Address: Full street address
   • Area/District: Neighborhood or district
   • City: City name
   • Building/Apartment: Building name, floor, apartment number
   • Delivery Instructions: Special directions for drivers
4. Set as Default (Optional)
   Mark as default address for faster checkout.
5. Save Address
   Click "Save" to add the address.

Finding Customers

Quick Search

Use the search box on the Customers page to find customers by:

• Name (first or last)
• Phone number
• Email address

During Order Taking

When creating a delivery order, you can search for customers directly from the order screen:

1. Select Delivery Order Type
   Choose "Delivery" when starting a new order.
2. Search for Customer
   Type the customer's name or phone number.
3. Select from Results
   Click on the matching customer.
4. Or Add New Customer
   If not found, click "Add New Customer" to create a profile quickly.

Viewing Order History

Each customer profile shows their complete order history.

1. Open Customer Profile
   Find and select the customer.
2. View Orders Tab
   Click on "Orders" or "Order History" tab.
3. Browse Orders
   See all past orders with dates, amounts, and status.
4. Click to View Details
   Click any order to see full details and items.

Customer Notes

Use customer notes to record important information:

• Allergies: "Allergic to peanuts - NO NUTS"
• Preferences: "Prefers extra spicy"
• Special Instructions: "Always add extra napkins"
• Service Notes: "VIP customer" or "Requires manager approval for discounts"

Next Steps