🖥️ EPOS
Customers
A ticket can be attached to a customer — always for delivery, and whenever you want the sale on that customer's record. The till searches the customers the branch already has, and creates one on the spot when it doesn't.
Finding a customer#
- Tap Add Customer on the basket.
- Choose what to search by — Phone, First Name, Last Name, Email, Customer ID or Address.
- Type the value and pick the customer from the results. Recents lists the customers served most recently.
- Tap Add to ticket. Remove from ticket takes them off again.
Adding a customer#
Add new customer opens the form. A walk-in needs at least a first name, last name or phone number; delivery needs enough to reach them and an address. The form checks as you type — an invalid email or phone is refused, and a phone number already on another customer is flagged: A customer with the same number already exists.
The customer profile#
- Details — name, phone, email and marketing subscriptions for email and SMS.
- Delivery Addresses — add, edit and delete addresses. An address is validated against the branch's delivery area as it is saved.
- Notes — anything the team should know next time.
- Stats — total spent, average spend, last purchase and customer since.
Troubleshooting#
Customer not found
No customer matches. Search by another field, or add them.
Please enter a valid phone number
The number's format was rejected. Check the digits and the country code.
Failed to validate address
The address could not be checked against the delivery area. Confirm the postcode, and check the connection.
Couldn't save the customer details. Please add them again
The walk-in details did not reach the server. Re-enter them before taking payment.