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

 

 

Example on the terminal

• If there is an existing customer, as soon as you type in the customers phone number the name will appear in the table name

 

• If there is not an existing customer, it will then prompt for the customers name, Then it will appear in the table name
  • This is create a new customer in Backoffice

 

 

Example Receipt

• Here is what the name and number will look like on a customer receipt

 

 

Example in Backoffice

• Here is where you can find the customer's information in Backoffice
  • Once a customer is established you will be able to view all past orders associated with that customer
    • Like date and amount spent