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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

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Step 2: Configure an order type

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

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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

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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

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  • 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

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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

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