Customers
Customers
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, ...
Transfers
In the Transfers section, the user has the ability to send money from one customer account to another.
Settings
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 ...
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 ...
Promotions
Promotions: In Back Office Ordyx allows users to create promotions offered at their store. For example, they can create a Beer or Wine club, a Meat Lovers club, etc. In Back Office, the Promotions sections under customer accounts enables the user to ...
Loyalty
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 ...
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 ...
Deposits
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 ...
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 ...
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, ...
Loyalty Settings
This section is the settings that control the loyalty points. It is located under the Customers tab, and must be turned on in Customers->Settings. All of these settings are superseded by the “Loyalty Points Needed” in each recipe. The ways to ...
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 ...