Customer Management in QSR & Delivery

Description: The Customer Database is particularly robust in QSR for delivery orders and Caller ID hardware. Review the areas of the Customer Database and how to use the different functions associated with a customer profile below. 

• Existing Customer Preview / Recall Screen
• Add a New Customer
• View Order History using Customer Page
• Delete a Customer Address

For information on finding a customer in the system, visit the Use Customer Search Feature article.

---

Existing Customer Preview / Recall Screen

When an existing customer’s phone number is entered, the customer’s information is shown on the screen, including name, address, order history, days since the last order, etc. If the customer has multiple addresses, you can select the address to use for this order on the left or add a new one using the New Address button at the bottom of the screen.

You can also click the order shown on the right to repeat that order. You can scroll through the previous orders using the arrow buttons on the right. Once you’ve found the order you want to repeat, click on it.

Add a New Customer

After entering a new phone number, the Customer Information screen displays.

Enter the customer’s information in this screen, including name, address, etc. Name, Address, City, State, and Zip must be entered for a delivery. 

By updating Global Street Names, the system produces a list of possible street names according to what is being typed in the address field. When a street name is chosen, the address, city, state, and zip are all entered automatically into the customer information screen. If your delivery zone covers more than one city, global street names produce street names in all areas and include the correct city, state, and zip when auto-entering information.

After entering all of the customer’s information, if you select Take Order from this screen, the information is stored in the system; the customer profile is saved into the Customer database for future use.

Important: If you choose not to continue taking an order from this screen, save the customer’s information. Customer information is not saved automatically unless ‘Take Order’ is selected from this screen.

View Order History using Customer Page

You can use the customer information screen to view their order history. Start by looking up the customer, then select the Order History button on the right of the page.

This shows the entire order history for this customer. Any previous checks from this customer can be recalled by selecting that order from the list. In order to locate this button, you must first access the Customer’s profile in the database.

This displays all orders this customer has ever placed in the small popup window. You can select the order to view the details about it.

You can also reprint the receipt (Print Receipt), view the payments (Tip / Void), and view a detailed version of the ticket by selecting the ticket number at the top.

Delete a Customer Address

In QSR, a customer may have more than one address associated with their phone number. In the customer list, this actually displays as two different customers, although they are tied together by the same phone number. This is common for businesses, hospitality, and hotels.

In order to delete a customer’s address, they must have at least two addresses tied to the phone number; therefore, you cannot delete an address by itself.

1. Recall the Customer’s profile to view the options available for this customer.
   • It is important that you select the correct customer, as this function cannot be undone.
2. On the right, click on the Customer Functions button.
3. On the right again, click on Delete Address.
4. Once you press the Delete Address button, this process cannot be undone, so make sure you are certain you want to do this first.
   • This deletes this address tied to this customer’s phone number.
   • This does not delete the customer’s profile or the customer’s phone number.
   • This removes the address you selected in case a customer has moved to a new address.