NOTE It is generally recommended that for call-in or delivery orders, a “customer ID” is assigned to each call-in order. Orders should always be rung up under the appropriate customer ID, and a new customer ID created ONLY if this customer is NOT already in the system. For this to work, it is crucial that the first name, last name, and phone number are ALL entered on the customer ID page. This will ensure that the customer can be identified when placing future orders and duplicate customer IDs are not created.
- While in an open ticket, touch “check options” and then “Assign Customer ID”.
- Type in EITHER the customer’s name OR phone number (phone number is best).
- On the left will populate existing customers with matching criteria. If there are no customers on the left with matching criteria, touch the green “Add” button. ALWAYS attempt to find the customer in the system before adding a new one.
- Touch the various fields to populate information. As you touch each field, a keyboard will pop up allowing you to type info. Make sure you enter at least a first name, last name, and 10 digit phone number.