Customer Accounts
Customer Accounts
This is a database that keeps track of customers’ information which includes: name, address, phone number, DOB, and order history. The information can be entered from the POS terminal by selecting Setup, and then Customer. You can also do it by logging into Back Office and selecting the Customer tab and then ‘New.'
There are 4 ways to use customer accounts; the user could choose one or more of the following: Delivery, Loyalty Points, Gift Cards, and House accounts. There is also the ability to share customers for one or more locations by creating store groups. This can be an effective way to keep track of gift cards balances or tracking loyalty points for a customer.
* Required information in front of the house is name and phone #. All other fields are optional.
* Required information for back office is a name.
Related Articles
House Accounts
House Accounts When using house accounts, customers can be billed for a later date. When an order is created and the customer wishes to bill it to their account, the employee will choose the Bill button in the payment screen. The ‘Net On’ field in ...How to make a Customer Account Billable (Public)
After purchasing the Customer Accounts module, you may want to set some of your customers to billable. The customers marked billable will be able to reach a negative balance. Follow these easy steps: Enable the Customer Accounts module. Contact Ordyx ...FOH Permissions
Below is a list of all FOH Permissions and descriptions. FOH ACTIVATE DEPOSIT MANUAL – Manually enter a customer to enter a deposit FOH ADD BALANCE DEPOSITS – Add balance using a deposit to customer account FOH ADD BALANCE GIFT CARD – Add ...Customer Accounts a guide for use on FOH and BO
Back Office: In Back Office, users have the ability to establish and edit accounts for customers that visit frequently or are interested in using gift cards. Ordyx allows the user to gather customer information and run reports that provide insight ...Ordyx Customer Account
Ordyx Customer Account Restaurants using Ordyx Customer Accounts for gift cards need to purchase the gift cards from a 3rd party vendor. We refer our customers to plasticprinters.com for all magnetic strip cards. The card is activated by selecting ...