Customers Introduction

By Caresse | Updated

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Overview

Revel has a built in Customer Relations Management (CRM) database that allows you to track your customers and their orders. This will allow you to keep a history of their previous orders, as well as track them in any loyalty/rewards programs you might use. 


Contents


Creating Customers

You can create a customer from the dashboard or orders screen on the Point of Sale station. 

  1. To add a customer, start by tapping the Customers icon on the order screen. Select Add New to create a new customer on the Point of Sale.
    addnew.png
  2. On this page, you can add the Customer's Name, Phone Number, Birthday, Address and other Customer Details.
    Customers_1.png
  3. When completed, tap Save on the top right corner.

Attaching Customers to Orders

Now that you have a customer record saved, you can quickly add the customer to an open order.

  1. From the top of the Order Screen, click the Customers icon. You'll see a list of your existing clients. Note: The system pulls in a maximum of 100 random clients from your database. Even though it may appear that all customers do not display, if you search for a customer, they should appear in the database.
    Customers_5.png
  2. By tapping the customer's name, this will automatically attach the customer to order.


Viewing a Customer's Order history

  1. Once again, select the Customers icon on the top of the page.
  2. On the side of the customer's name, tap the i for information. Then select View Past Orders.
    Customers_2.png
  3. From this page, you have the option to see a customer's history by Orders, House Account Payments or Invoices.
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  4. Lastly click the arrow to expand the details of that specific transaction.
    Customers_4.png


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