Managing Your CRM on the POS (QSR/ Retail)

By Caresse

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With Revel, you have the ability to create and edit customer records directly on the Point of Sale. You can also track and view a customer's purchase history, gift card balance, rewards balance, or House Account balance on the POS.


Contents


Creating a New Customer on the POS

You can create an order from the dashboard or orders screen:

  1. If you are on the dashboard screen, tap Customers in the top left corner. Then tap Add New.



  2. In the Add a New Customer page, fill out the required fields (First Name, Last Name, and Phone Number) along with any other relevant details. Once your information is filled out, tap Save:

  3. You can also access the customers page from the order screen.

  4. On the order screen tap the order number, then select Add Customer.

  5. Similar to the dashboard screen, you may add or edit a customer profile in this section.


Viewing a Customer's Order History on the POS

To view a customer's order history on the POS:

  1. Tap Customers in the top left corner.
  2. Locate the customer whose history you want to view. Tap the customer’s name and select View Past Orders:

  3. From the next window, choose from: Display All Orders, Display House Account Payments, or Display Outstanding Invoices:

  4. You will see a list of all past orders, based on your display orders choice. To view more details for a specific order, tap the blue > next to the order. From here, you can Reorder the items in a past order or Open a past order to see all details:

  5. Tap Cancel to close the screen.

Editing a Customer's Information on the POS

To edit a customer's information like basic details, gift card details, rewards balance, or House Account balance:

  1. Tap Customers in the top left corner.
  2. Locate the customer whose history you want to view. Tap the customer’s name and select Edit:

  3. If you need to edit any basic details like name, phone number, or email, locate the correct field and adjust the information. Once you are done, tap Save.

  4. To view the customer's gift card and reward, scroll down to the gift or rewards section and tap Add Gift Card. You will see all currently linked gift cards along with the current balances. If you want to unlink the card from the customer, tap the X button. If you want to link a new gift card to the customer, tap Link Gift Card. Here, you can either swipe a plastic gift card on your credit card swipe or tap Manual and key in the gift card number. Tap Save to close the window.

  5. To view the customer's reward points, scroll down to the reward card section and tap Add Reward Card or Add Gift Card. You will see all currently linked rewards cards and gift balances. To unlink a rewards or gift card from the customer, tap the X button. Tap Save to close the window.
  6. To view the customer's House Account balance, tap the House Account button in the bottom left corner. The left side of the screen will show all Unpaid House Account Activity by order as well as the House Account balance total. If the customer wants to make a partial or full payment, enter the Amount Tendered and then select the correct payment method. Tap Done to close the screen:



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