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Customers Introduction

By Caresse | Updated

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 your loyalty/rewards programs.


Contents


Creating a New Customer on the Point of Sale

You can create a customer on the Point of Sale before taking an order from them.

  1. From the dashboard, tap Manage Customers in the bottom navigation bar:

  2. Tap Add in the upper right area:

  3. In the Add New screen, fill out the required fields (First Name, Last Name, and Phone Number) along with any other relevant details. Scroll down to view all the fields. After filling out the customer's information, lower the keyboard and tap Save:


Creating a New Customer While Taking an Order

You can also create a new customer while completing an order in progress.

  1. Tap New Order.
  2. Tap the headshot icon in the top left corner:

  3. Tap +Add New in the upper left area:

  4. In the Add New screen, fill out the required fields (First Name, Last Name, and Phone Number), along with any other relevant details. Scroll down to view all the fields. After filling out the customer's information, lower the keyboard and tap Save:


Attaching Customers to Orders

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

  1. Open a new order.
  2. From the top of the Order Screen, tap the Customers headshot 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 some customers may not display, you can search for a specific customer:
    Customers_5.png
  3. Tap the customer's name to attach them to the order.

Viewing a Customer's Order History

  1. You can view a customer's order history on the Point of Sale in two ways: through Manage Customers and through New Order.
    • Manage Customers: From the dashboard, tap Manage Customers in the bottom navigation area. Locate the customer you want to view. Select their name and choose View Past Orders:

    • New Order: From the New Order screen, tap the headshot icon in the top left corner. Add a customer to the order. Tap the headshot icon again and tap View Past Orders:

  2. From the next window, choose from:
      • Display All Orders - All orders from the selected customer.
      • Display House Account Payments - Payments tendered on the customer's house account balance.
      • Display Outstanding Invoices - Open invoices sent to the customer.


  3. You will see a list of all past orders, based on your display order 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 view that order's details:

  4. Tap Cancel to close the screen.

Have more questions? Submit a request

Customers Introduction

By Caresse | Updated

Follow

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 your loyalty/rewards programs.


Contents


Creating a New Customer on the Point of Sale

You can create a customer on the Point of Sale before taking an order from them.

  1. From the dashboard, tap Manage Customers in the bottom navigation bar:

  2. Tap Add in the upper right area:

  3. In the Add New screen, fill out the required fields (First Name, Last Name, and Phone Number) along with any other relevant details. Scroll down to view all the fields. After filling out the customer's information, lower the keyboard and tap Save:


Creating a New Customer While Taking an Order

You can also create a new customer while completing an order in progress.

  1. Tap New Order.
  2. Tap the headshot icon in the top left corner:

  3. Tap +Add New in the upper left area:

  4. In the Add New screen, fill out the required fields (First Name, Last Name, and Phone Number), along with any other relevant details. Scroll down to view all the fields. After filling out the customer's information, lower the keyboard and tap Save:


Attaching Customers to Orders

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

  1. Open a new order.
  2. From the top of the Order Screen, tap the Customers headshot 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 some customers may not display, you can search for a specific customer:
    Customers_5.png
  3. Tap the customer's name to attach them to the order.

Viewing a Customer's Order History

  1. You can view a customer's order history on the Point of Sale in two ways: through Manage Customers and through New Order.
    • Manage Customers: From the dashboard, tap Manage Customers in the bottom navigation area. Locate the customer you want to view. Select their name and choose View Past Orders:

    • New Order: From the New Order screen, tap the headshot icon in the top left corner. Add a customer to the order. Tap the headshot icon again and tap View Past Orders:

  2. From the next window, choose from:
      • Display All Orders - All orders from the selected customer.
      • Display House Account Payments - Payments tendered on the customer's house account balance.
      • Display Outstanding Invoices - Open invoices sent to the customer.


  3. You will see a list of all past orders, based on your display order 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 view that order's details:

  4. Tap Cancel to close the screen.
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