POS-n-go Android POS Manual

Customer Management

  • The customer management system can be disabled or configured to Reference or Customer modes.
  • If it is disabled the customer prompt will not be displayed.
  • If it is configured for Reference then a customer name can be entered.
  • If it is configured for Customer then the customer database is used.

Reference

  • The reference option is designed for restaurants where a name or number is associated to an order.
  • The reference can be prompted for when a NEW order is created.
  • The reference can be set on the Order Detail screen.
  • The reference is printed on the order printer slips.

Basic Setup, Devices, Device Settings
Set Customer Management to Reference

Customer

  • The customer option permanently stores customer information.
  • The customer information includes name, phone number, email address, notes and an alert message.
  • The customer can be prompted for when a NEW order is created.
  • The SKIP option will skip the association of a new order to a customer.
  • The NEW CUSTOMER option will create a new customer and associate it to the new order.
  • The FIND CUSTOMER option will find an existing customer and associate it to the new order.
  • The customer name is printed on receipts and order printer slips.

Basic Setup, Devices, Device Settings
Set Customer Management to Customer
Set Customer Phone Length to 10

  • The Customer Name is for the customer first and last name.
  • The Customer Phone is a configurable length number used to store the phone number.
  • The Customer Email is for the customer email address. It is used for email receipts.
  • The Customer Alert will display an alert message on the device when the customer profile is accessed.
  • The Customer Note is an unlimited length, multi-line text area to store optional customer information.

  • Finding customers can be done by partial match on the Customer Name or the Customer Phone.

  • The MORE button will display the customer level functions.

Customer Functions

  • The HISTORY button will display recent orders with individual order details for each.
  • The BILLING ADDRESS button will display the customer billing address.
  • The ADDRESS button will display the customer address.
  • The PICTURE button will display pictures associated to the customer.