Title here
Summary here
How to Add Customer Details to a Sale
Customer information (name, phone, email, notes) can be saved to any sale. This information prints on invoices and dockets, and appears when you recall held sales.
< picture src=“imagesdocsoperationsoperations-customer-details-recall-sale.PNG” alt=“Customer Details displayed on a held sale” >
Viewing customer details for the current sale
The customer name displays at the top center of the order view.
< picture src=“imagesdocsoperationsoperations-customer-details-order-view.png” alt=“Customer Details display in the order view” >
To view full details:
- Press the customer name area
- If no details exist, the edit window opens automatically
- If details exist, they expand to show full information
< picture src=“imagesdocsoperationsoperations-customer-details-order-view-display.PNG” alt=“The expanded Customer Details display in the order view” >
Adding or editing customer details
Choose one of these two methods:
Method 1: Using the customer button in the order view
Steps:
- Press the customer button at the top center of the order view
- No details? The edit window opens immediately
- Already have details? The section expands—press it again to edit
- Press in any text box and use your keyboard to type the information
- Press Enter to move to the next field
- Press Save when finished
< picture src=“imagesdocsoperationsoperations-customer-details-edit-window.PNG” alt=“The customer details edit window” >
Method 2: Using an 'Edit Customer' function button
✅ Requirement: You need an Edit Customer function button on your keyboard.
Steps:
- Press the Edit Customer function button on your keyboard
- The customer details window opens
- Press in any text box and type the information
- Press Enter to move between fields
- Press Save when finished
< picture src=“imagesdocsoperationsoperations-customer-details-edit-window.PNG” alt=“The customer details edit window” >
💡 Tip: Use customer details for takeaway orders, delivery orders, or tab sales to keep orders organized.