How to configure an order type to prompt for a phone number

This document will show you how to configure an order type so that it prompt for a customer's phone number and then automatically link it to a customer in Backoffice.

Step 1: Set up a customer type

1. Backoffice --> CRM --> expand Settings --> Click on Customer Types
2. Add a new record
3. Name it the same thing you will be naming the order type
4. Insert

 

Step 2: Configure an order type

1. Backoffice --> POS --> expand System Setup --> Click on Order Types
2. Add a new record

Step 3: Configure receipt to print customer number

1. Backoffice --> POS --> System Setup --> Receipt Setup
2. Click edit pencil on "Customer Receipt Header"
3. Add these 2 Variables to the Header so the customer's name and phone number will print on the receipt