Articles on: Customer Management

Manage Customer Details - eatOS Application


In eatOS, managing customer information is essential for providing a seamless dining experience. You can easily add new customer details using two methods: within the New Order screen and through the application settings. This guide will walk you through both procedures.

Table of Contents

Adding Customer Details in the New Order Screen
Adding Customer Details in Application Settings

Adding Customer Details in the New Order Screen

Step 1: To begin, access the New Order screen by tapping the "New Order" button located in the side navigation menu. Alternatively, you can tap on the icon illustrated below:

New Order Icon

Step 2: Next, select the type of order you're processing. eatOS provides several order types to choose from:

Order Types

Dine-In: Customers enjoy their meal at the restaurant premises.
Takeout: Food is prepared for customers to take away and consume elsewhere.
Delivery: Food is brought directly to customers' specified locations.
Banquet: Catering service provided for events or large gatherings.
Curbside: Customers pick up their orders without leaving their vehicles, typically at the curb outside the restaurant.

Step 3: Once you've selected the appropriate order type, enter the customer's details, including their name, phone number, address, and any specific notes related to the customer.

Customer Details

Step 4: After verifying the entered details, tap Done to save the customer's information.

Adding Customer Details in Application Settings

Step 1: Start by clicking on the dropdown arrow to access more options.

Dropdown Arrow

Step 2: Navigate to Guestbook by selecting it from the options presented.

Guestbook Option

Step 3: To add a new customer, click the +Add button.

Add Customer

Step 4: Fill in the customer's information, including their name, mobile number, address, customer notes, birthdate, and anniversary.

Customer Information

Step 5: Once you've entered the details, save the information to add the customer to your eatOS database.

By following these steps, you can efficiently add new customer details either during the order creation process or through the application settings. Keeping accurate customer information helps enhance the overall dining experience and streamline your operations. If you have any further questions or require assistance, feel free to reach out to our support team.

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Updated on: 05/22/2024

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