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.
Method 1: Adding Customer Details in the New Order Screen
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
Next, select the type of order you're processing. eatOS provides several order types to choose from:
a. DINE-IN
b. TAKEOUT
c. DELIVERY
d. BANQUET
e. CURBSIDE
Order Types
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
After verifying the entered details, tap Done to save the customer's information.
Method 2: Adding Customer Details in Application Settings
Start by clicking on the dropdown arrow to access more options.
Dropdown Arrow
Navigate to Guestbook by selecting it from the options presented.
Guestbook Option
To add a new customer, click the +ADD button.
Add Customer
Fill in the customer's information, including their name, mobile number, address, customer notes, birthdate, and anniversary.
Customer Information
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.
Method 1: Adding Customer Details in the New Order Screen
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
Next, select the type of order you're processing. eatOS provides several order types to choose from:
a. DINE-IN
b. TAKEOUT
c. DELIVERY
d. BANQUET
e. CURBSIDE
Order Types
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
After verifying the entered details, tap Done to save the customer's information.
Method 2: Adding Customer Details in Application Settings
Start by clicking on the dropdown arrow to access more options.
Dropdown Arrow
Navigate to Guestbook by selecting it from the options presented.
Guestbook Option
To add a new customer, click the +ADD button.
Add Customer
Fill in the customer's information, including their name, mobile number, address, customer notes, birthdate, and anniversary.
Customer Information
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.
Updated on: 09/14/2023
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