Title here
Summary here
Guide
Add Customer Information to a Sale
Save customer name, phone, email, and notes to a sale for receipts and order tracking.
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.
Viewing customer details for the current sale
The customer name displays at the top center of 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
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
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
💡 Tip: Use customer details for takeaway orders, delivery orders, or tab sales to keep orders organized.
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