Introduction: This article will guide you through 2 locations where you can attach a Customer Profile to an order. While you are in an Open Order, and the Second is in the Closed section after the transaction has been finalized.
Note: Retail accounts can load previous days' transactions from the Orders > Closed view up to a few thousand. Restaurant accounts can only see the current business days' orders.
Attaching a Customer from an Open Order:
Step 1: After you create an order, tap the Order button in the bottom left corner.
Step 2: This will prompt the open order where you can make adjustments.
Step 3: Near the top of the screen, there is an open field labeled Customer.
Step 4: Tap this area and a keyboard will appear. Enter in the Customer's name and select the correct option.
If there are no results are found, press Add Customer to create a customer profile.
Note: Adding a customer profile is not required to complete a transaction. This is an optional feature used to track customer data.
Attaching from a Closed Order
Once an order has been finalized, you can still attach a customer from the Closed Order Screen. This can be helpful if the customer was not entered during the order creation flow.
From the Register, press the All Orders button in the bottom left corner. Then press Closed at the top of the screen. Select the appropriate closed order and you will notice the Customer field. Tap and enter in the appropriate customer information.
Note: There is Employee permission for Users that blocks this feature. For more information on employee permissions, click here.