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 any loyalty/rewards programs you might use. 


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.
  2. On this page, you can add the Customer's Name, Phone Number, Birthday, Address and other Customer Details.
  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.
  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.
  3. From this page, you have the option to see a customer's history by Orders, House Account Payments or Invoices.
  4. Lastly click the arrow to expand the details of that specific transaction.

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