Help: Training

Adding customer information to an order

A bill can have optional information added to it before checkout to help you identify the order. The information can be viewed on both the held and paid orders screens. There are a couple ways to add customer information:

  1. Swipe a credit card either on the order screen when opening a tab or on the Pay screen when accepting payment. In both cases, the name on the credit card will be attached to the order.
  2. Touch the Look up customer button at the top of the bill screen. You can type in relevant customer information in the listed fields, including name, phone number, and email. If the customer is already in your database, Instore will suggest matches as you start to type in any of these fields.

Order information like email address are saved with the customer account indefinitely, which is perfect for catering and keeping an open tab at a bar.