Adding Order/Customer Name

Written By David Henkel

Last updated Over 1 year ago

Add an Order Name

To add an order name to the order:

  1. Tap the Add Order Name button in the screen's top right corner (above the cart).

  2. In the "Order Name" field, type the name you want to assign to the tab.

  3. Tap Add Order Name to add the name to the order.

Create and Add a New Customer

If the Manage Customers feature is enabled (located in Settings under the Register tab), you can add an existing customer to the order or create a new customer and add them to the order.

To create a new customer to add to the order:

  1. Tap the Add Order Name button in the screen's top right corner (above the cart).

  2. Tap the Search/Add New Customer button. 

  3. Tap the Create New Customer link located above the search field.

  4. Enter the new customer details, such as the first name, last name, address, email, and phone number. Only the name is required to create a customer.

  5. Tap the Create button to create the customer and add them to the order.

Add an Existing Customer

To add an existing customer to the order:

  1. Tap the Add Order Name button in the screen's top right corner (above the cart).

  2. Tap the Search/Add New Customer button. 

  3. Search for the customer by name or phone number using the search field.

  4. Tap the Add to Order button to the right of the customer row to add them to the order.

For more information on creating tabs with customers, see the Managing Tabs article.

Remove Order Name or Customer

To remove the order name or customer from the order:

  1. Tap the name in the "order name" field above the cart.

  2. Tap the Remove Order Name link above the name field.

  3. In the confirmation display prompt, confirm its removal by tapping OK.