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Customers

   Description   

 

 

Purpose:

The Customers screen is used to manage customer details of your restaurant.

Description:

The Customers screen contains the list of customers and a table displaying their details.

To Add a Customer
  1. Click Add button, the Add Customers screen is displayed
  2. Enter Customer Name
  3. Select a Customer Type from the dropdown list, by clicking the down arrow next to the field
  4. Enter Address
  5. Enter Phone Number
  6. Enter Email
  7. Enter Notes
  8. Click on the Save button.

To Edit a Customer
  1. Select a Customer from the tree view
  2. Click on the Edit button, the Edit Customers screen is displayed
  3. Edit the text of the desired fields
  4. Click on the Save button.

To Delete a Venue
  1. Select a Customer from the tree view
  2. Click on the Delete button, a confirmation dialog box is displayed
  3. Click OK to proceed or Cancel to discard the deletion.

Notes:

How to access:

Settings -> Customers from the menu bar.

example