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 Reference is enabled then a simple name or number can be associated to an order. This is typically used by restaurants.
  • If Customer is enabled then information such as name, phone number, email address, addresses and more will be permanently saved.

Reference

  • The reference option is designed for restaurants where a name or number is associated to an order.
  • The reference will be prompted for when a new order is created if Customer Prompt is enabled.
  • The reference can also be set on the Order Detail screen even if Customer Prompt is disabled.
  • The reference is printed on receipts and order printer slips.

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

Customer

  • The customer option permanently saves customer information and order history.
  • The customer information includes name, phone number, email address, address, billing address, unlimited length notes and an alert message.
  • The customer will be prompted for when a new order is created if Customer Prompt is enabled.
  • The DONE button will skip the customer order association.
  • The NEW button will create a new customer.
  • The SEARCH button will find an existing customer by partial name match.
  • The CUSTOMER PHONE button will find an existing customer by partial phone number match.

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

Customer Detail

  • The PICTURE button will display pictures associated to the customer.
  • The HISTORY button will display recent orders with individual order details for each.
  • The Customer Name is for the customer first and last names.
  • 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 is accessed.
  • The Billing Address is for the customer billing address.
  • The Address is for the customer shipping or delivery address.
  • The Customer Note is an unlimited length, multi-line text area to store optional customer information.
  • The customer account balance and points balance are also displayed.