Customer Information

 

When taking a delivery order, the customer screen will be displayed upon entering the customer's phone number.  If the phone number is found in your customer database, the customer's name and applicable information will be displayed.  Otherwise, you will be able to enter the appropriate new customer information.

 

When taking a carry-out order, the customer screen will be displayed upon entering the Crew ID # of the person taking the order.  The address listed will be that of your location, as carry-out orders default to the location's phone number.  The Name field is blank allowing entry of the person's name who is placing the order.  This name is not retained for future orders.

 

Most of this information can be edited if necessary using the button options shown along the bottom of the screen.

 

Home

This option will take you into the main menu screen.  This performs the same function as the Order button.

 

Address

This option allows you to modify the customer's address if necessary.

 

Note

This pops up three fields in which comments can be entered.  There are three different types of comments:

Note: Customer Comments and In-Store Comments are very similar in function, but are independent of each other.  They may be activated and deactivated individually on each order type. Contact Microworks Tech Support for more information.

 

 

Clear

This option will clear all information within a selected field.  Simply touch on the information to be removed and choose this option.

 

Order

This option will take you into the main menu screen.  This performs the same function as the Home button.

 

Cust.

This option opens a menu with several customer-related options.  Click here for more information.

 

Options

This opens a menu with other general options.  Click here for more information.

 

Up

This button will navigate up through the customer information fields.

 

Type

If for any reason you'd like to change the order type, choose this option.

 

Tip: The Type button changes to Print if the customer screen is accessed after entering the main menu screen.

 

Exit

Choose this option to exit the customer screen and return to the Ordering Module main screen.