Customers
Dashboard
The Dashboard feature in Back Office generally provides a glimpse of what each section offers to the user. For the Customer Accounts section, the Dashboard conveniently displays the options located in that section: Customers, Receivables, and Analyze.
Customers
This section of the Customer Accounts module allows users to see all customers that belong to their store. The customers can be organized alphabetically by selecting the Name hyperlink that will rearrange customer names. At a glance, the user will see the customer name, address, description, auto comp % (the amount comped off of each order automatically), comps, orders, last visit, and customer since. These features allow stores to track and record the number of orders and comps given to a specific customer.
The customer since section displays how long the customer has been active in the system. The last visit displays the last time the customer was physically in the store to place an order. The printer icon under “Customers” also allows the user to print all customers if needed. They could also search the customer by name using the Search box as well. The customers that appear with a long series of numbers are usually gift card accounts that have been opened. If a customer name is selected, it opens to the Modify page where a user can edit a customers name, add relevant contact details, link their Facebook account, and show data for any gift cards purchased.
Deposits
The Deposits section of Customer Accounts displays all deposits made by customers. These can be used for gift cards or if they use the bill feature at any store. Once a deposit is received on the terminal, the information will automatically appear in Back Office. This allows the user to keep track of all funds submitted by customers. For example, if a customer frequents a store they might have a Billable account where they can bill all orders placed during a certain amount of time. The deposit feature would allow the user to pay off their Bill whenever necessary. Ordyx keeps track of the orders and the amounts and the deposit can serve to satisfy the debt or lessen it; either way, Ordyx provides the capability for these options.
Receivables
Similar to Deposits, the Receivables feature allows users to track data related with billed accounts. At a glance a user can see the customer name, the latest charge, the amount billed, the amount reconciled, the amount available in their account, and finally their outstanding balance. To the far right the user can select the “deposits” button and they will be redirected to the deposits section. This allows users the ease of searching for customer accounts and tracking deposits for the specific customers. If a store is interested in using the Bill feature to keep track of customer account balances and receivables, they can request that by way of the Manager on Duty.
Transfers
Loyalty
The Loyalty section of Customer Accounts displays all information regarding loyalty programs set up by a restaurant. Loyalty gives customers an incentive to continue visiting a restaurant. Sometimes loyalty points can earn customers free food or merchandise. It is also a powerful marketing strategy that is focused on retaining the customer base. The options available to modify a store's loyalty program can be divided into 3 sections: Earning, Redemption, and Allowance.
The Price Rounding method determines how points are rounded at the store. Ordyx offers floor, round, and ceiling as options for rounding. The round method is standard mathematical rounding, .49 is rounded down and anything above .50 is rounded up. For example, if a store's Price Multiplier is set to 1 (meaning 1 dollar = 1 point) and a customer spends $1.15, the customer would earn 1 point. If a customer spent $1.53 the customer would earn 2 points. The floor method rounds everything down to the whole dollar. If a customer spends $1.50 or $1.97, the customer would only earn 1 point (assuming a 1:1 price multiplier). The ceiling method rounds everything up to the whole dollar. For example, if a customer spends $1.05 or $1.30, they would earn 2 points as the total is above 1 dollar.
-The Points Per Visit section can grant the customer a certain amount of points just for visiting the store and making a purchase. This is an incentive to encourage frequent visits. If a customer earns 5 points for checking in and points for their meal, within a few visits the customer can accumulate a decent amount of points.
-Visit Minimum Purchase: a user can set a minimum purchase required to earn points. If a store sets the Minimum Purchase to $5.00, the customer would need to spend $5.00 before they earn any points.
-Activation Points: a user can set this amount to encourage customers to sign up for loyalty. For example, a store can grant 100 points just for activation and any future purchase will only increase the customer's points.
-Birthday Points: some stores celebrate their customer's birthdays by giving them extra points for coming in on their birthday. This is an additional way Ordyx grants it's users opportunities to gain and retain more customers.
-Account Anniversary Points: This is the amount of points earned by customers for every anniversary since they activated their loyalty account. Some stores may choose to reward their frequent and loyal customers and this is an excellent way to do that.
-Partial Loyalty on Comp Orders: For every order that is deemed complimentary by management, the store can choose to award partial loyalty points. This way, if a customer is comped, the amount of loyalty points will be honest according to the store's preferences. The check box indicates that Ordyx will grant partial loyalty on these orders. If unchecked, the complimentary orders will still earn the same amount of points as a regular order.
Partial Loyalty Rounding Method: As explained above with rounding, a user can determine how partial loyalty will be awarded. They can select round, floor, or ceiling to grant the partial loyalty points for complimentary orders.
Promotions
Analyze
Customer Order Complimentary
This report allows the user to see all dates/times when a customer has been issued a complimentary order. This information allows store owners/managers to determine how frequently comps are being used in addition to the staff member who authorized the comp. It also allows the staff a “reason” section where they can add a comment regarding the comped order.
Birthday
The Birthday report in Customer Accounts displays all upcoming customer birthdays. The user can filter results by This Week, Next Week, This Month, and Next Month. The report can also be emailed or exported as a CSV file. For stores interested in treating their customers on their birthdays, this report is an ideal way to keep track and plan ahead.
Customer Promotion Enrollment
The Customer Promotion Enrollment report can be filtered by batch dates or by specific dates and times or shifts. The results display all customers that have enrolled in a stores current promotions. The report details which customers joined a Promotion and allows the user to select the hyperlink that redirects them to the promotion section.
Customer Order Complimentary Summary
Much like the Customer Order Complimentary report, this report also displays the comps that have been applied to customer accounts. This report, however, features fewer details as it is a summary, therefore it lists the name of the customer, the reason for the comp, the number of times it has been applied, the percentage and the total dollar amount of orders comped for any specific customer.
Settings
The Settings option in Customer Accounts allows users to fine tune their customer account preferences. For instance, they can track loyalty, set a delivery charge or even tax exempt a delivery order. They can also edit the name that appears on the receipt for any delivery order. Some other options include: whether an address is to be confirmed before delivery, whether or not Ordyx prompts a user during a phone call about take out or delivery, and whether or not a user can link a customer account to a take out/delivery order.
Related Articles
Customers
Customers: This section of the Customer Accounts module allows users to see all customers that belong to their store. The customers can be organized alphabetically by selecting the Name hyperlink that will rearrange customer names. At a glance, the ...Email
Email The user has the ability to compose mass email messages to their customers in the database. The can either selectively choose them or choose all customers in the database. Owners will have the ability to send their Facebook page link to their ...Dashboard
Dashboard: The Dashboard feature in Back Office generally provides a glimpse of what each section offers to the user. For the Customer Accounts section, the Dashboard conveniently displays the options located in that section: Customers, Receivables, ...Analyze
Analyze: Summary This report shows customer names, total orders, loyalty points, lifetime loyalty points, the customer's last visit date, the customer account's creation date, and their total spent. Order History This report shows the order history ...Receivables
Receivables: Similar to Deposits, the Receivables feature allows users to track data related with billed accounts. At a glance a user can see the customer name, the latest charge, the amount billed, the amount reconciled, the amount available in ...