Adding Customers to an Order
Assigning New/Existing Customer to Order Before it is Processed
1. Tap the customer popup on the top of the screen. (By default, it will say Walk-In.)
2. In the search field, you can search for an existing customer (who was already entered into the system) by first name, last name, phone number, mobile number, or company name.
- To create a new customer in the system, please see https://portal.ehopper.com/portal/en/kb/articles/creating-a-new-customer-in-pos
As soon as the new customer is created, he will automatically be assigned to the order. - If you prefer to add a new customer quickly during the order, please see the section below: Assigning Customer to Order on Receipt Screen
3. After searching for a customer, click on the customer's name.
- The name will then appear for the order in the customer box.
Assigning New Customer to Order Quickly on Receipt Screen
1. After a payment is processed, on the Receipt screen, turn on the Email receipt toggle and enter the customer's email address in the field.
2. Select the Add new customer? switch so it turns green and then new fields will appear for entering the customer's First Name and Last Name.
Note: this option will not be available if a customer was already selected for the order.
3. Select the Done button.
- The customer will be created in the system, saving their email address, name, and order information, which can be viewed on their Customer Details screen.
- The customer can also be searched for and selected for future orders.
Related Articles
Customize Order Types
Overview You can customize and manage the Order Type options that will be displayed in the POS, including adding new Order Types, disabling existing ones, and choosing the Default Order Type for each sale. Prerequisites 1. Must be on either the ...Table Management Setup in POS
Overview In POS, you can create and form your entire table floor plan for efficient table management and organization. Add and name service sections and the tables that make up each one. Specify the shape, number of seating places, size, and ...Updating Fulfillment Status of Order
Overview Freedom customers can update the fulfillment status (New, In Preparation, Prepared, In Fulfillment. Fulfilled) of each order at any point. Requirements 1. Must be a Freedom customer. 2. Must be assigned either Administrator, Manager, ...Table Management Usage on Poynt Terminals
Overview You can now utilize Poynt devices to take and manage table orders from your guests on the go, in order to expedite and streamline the ordering process. Note: This feature is only available with the Restaurant or OmniChannel plan. ...Taking Orders with Table Management
Video Tutorial Prerequisites Follow the steps from https://desk.zoho.com/portal/ehopper/en/kb/articles/table-management-setup-in-back-office to set up Table Management in the Back Office. Follow the steps from ...