Manage Customer Details in POS (UB) Application

Introduction

This guide provides a step-by-step instructions on managing customer details within the POS application.

Adding Customer Details on the New Order Screen

1. Ensure Access: Make sure you have the credentials to log into the POS system.
2. Enter Your PIN: After entering your PIN, you'll be directed to the new order screen.

Selecting the Order Type

1. Choose the Order Type:

• On the new order screen, you will see options for different order types: Dine-In, Takeout, or Delivery.
• Click the appropriate button based on the customer's preference.

2. Enter Customer Information

• Upon selecting the order type, a "Guest Information" pop-up will appear.
• Fill in the required fields, including:

• Guest Name, Table Number, or Order Name: Enter the name or other identifying information.
• Email: Input the customer's email address.
• Phone Number: Enter the country code and phone number.
• Notes: Add any additional details related to the order or customer preferences.

3. Once you've filled in all the required information, click the arrow to close the form. If any necessary details are missing, it will prompt you to enter them.

Finalizing the Order

• Once the customer details are entered and saved, proceed to add items to the order by selecting them from the menu categories like Desserts, Drinks, or Foods.
• The customer's name and phone number are displayed in the upper left corner of the ticket panel

Adding Customer Details in Application Settings

Follow these steps to add customer details within the application settings.

1. Access the settings options: Click on the drop-down arrow in the application interface to reveal additional options.

2. Navigate to Guestbook: Select Guestbook from the options presented. This section organizes guests' preferences and information

3. Add a New Guest

• Tap the plus (+) icon to initiate the process of adding a new guest.

• Fill out the necessary fields, such as:

• First Name (Required)
• Middle Name (Optional)
• Last Name (Required)
• Email (Required)
• Phone Number (Required)
• Other details like Date of Birth, Customer Since, and Anniversary are optional but recommended for a personalized experience.

4. Save and Return

• Once all necessary details are added, tap the back icon to return to the Guestbook page.
• The system automatically saves the entered details, ensuring they are updated in the guest profile

By following these steps, you ensure that customer information is accurately stored and easily accessible within your application settings for a tailored guest experience.

Updated on: 01/21/2026