Customer Management

The customer management screen allows you to manage your customer database. Although you certainly can use this page to manage customers one at a time, adding customers to your database is done through the normal ordering flow.

1. Add New Customers for Dine-in and To-Go orders

• Open the Customer Management Screen

• Choose the Dine-in or To-Go Tab. 

• Tap the Add New link. A form will appear to allow you to create the customer.

• These orders usually do not require delivery addresses, and the only fields displayed are Name, Number, and Email.

• Provide one attribute to create the customer. 

• Tap the Submit button to create the record. Now you can add the customer to the order. 

2. Add New Customers for Pickup orders

• Open the Customer Management Screen

• Choose the Pickup Tab. 

• Tap the Add New link. A form will appear to allow you to create the customer.

• The fields displayed are Name*, Number*, and Email.

• Provide a Name and Phone number to create the record. This is to ensure you will be able to uniquely identify the customer once the customer arrives to pick up their food.

• Tap the Submit button to create the record. Now you can add the customer to the order. 

3. Add New Customers for Delivery orders

• Open the Customer Management Screen

• Choose the Delivery Tab. 

• Tap the Add New link. A form will appear to allow you to create the customer.

• The fields displayed are Name, Number*, Email, Address*, City*, State*, and Zip* code fields.  Required fields are denoted by asterisks. 

• Provide details for required fields. 

• Tap the Submit button to create the record. Now you can add the customer to the order. 

1. Go to the Customer Management screen under any tab, 

2. Next, enter the customer’s phone number. It is essential to note you can use any other attribute to look up customers, such as first name, last name or address, but keep in mind that only phone numbers will return unique records as there could be multiple customers that have one or more attributes in common. 

3. Once you’ve located the customer whose details you are looking to update, simply click the Edit icon next to the Customer’s Name, or to the address if you are looking to update their delivery address.

4. Tap the Submit button to save the edits.

 If needed you can use the Delete icon next to the address or Name to delete that information. 

Slice Register allows pizzerias to keep a database of customers as well as their past orders for easy reordering. Here are the steps to copy a customer's previous orders in Slice Register.

1. Start by tapping the Customers tab to bring up the customer lookup page.

2. On the customer lookup page, enter information about the customer you are looking up. This will almost always be in the form of a phone number but Slice Register also supports searching by any information used in the customer's profile, i.e. email, first name, last name, street address, etc.

3. If the customer in question has placed orders in the past, their record will be returned in the search. Tap the customer's name to display their profile.

4. In the customer detail page, tap the Manage orders link located halfway down the screen in the Orders section. This will take you to the orders page and will display all previous orders made by that customer.

5. Tapping the order will bring up a modal screen, which will give a simplified view of that order. From this modal screen, tap the View link on the top right portion of the modal.

6. By tapping view, the order is now brought to the order screen. Tap Copy.

7. A modal will display and you will have to choose from the following options:
   
   Copy without printing -  this  is useful if you simply want to review a previous order
   Copy, print when held - this is useful if you are working with a live order and will eventually need to have the kitchen make it
   Don't copy - this aborts the copying process

8. After selecting one of the above, the order is now copied and you can proceed to add more items or close out the check.

*Note: as of Slice Register 2.2.0, deleting and re-installing the Slice Register application will cause customer records to be deleted, along with any other hardware configuration. Customers will be downloaded in the background and may take some time for them to be available. Deleting an application from iPad should not be done during business hours.

Slice Register allows pizzerias to keep a database of customers as well as their past orders for easy reordering. Here are the steps to recall a customer's previous orders in Slice Register.

1. Start by tapping the Customer Management tab to bring up the customer lookup page.

2. On the customer lookup page, enter information about the customer you are looking up. This will almost always be in the form of a phone number but Slice Register also supports searching by any information used in the customer's profile, i.e. email, first name, last name, street address, etc.

3. If the customer in question has placed orders in the past, their record will be returned in the search. Tap the customer's name to display their profile.

4. In the customer detail page, within the Customer Order History section, will be displayed all previous orders made by that customer.

From here, 2 options are possible: 

a) Tapping the Reorder button will bring you to the main Order Entry screen, from where you will be able to decide the next steps for that order. 

b) Tapping the View More button will bring up a modal screen, which will give a simplified view of that order. From this modal screen, tap the View link on the top right portion of the modal. 

By tapping view, the order is now brought to the order screen where the user will have the ability to re-print, make a duplicate, or refund the order.

Pizzerias are able to access a database of their Register and online customers within Owner's Portal. Add in customers from an old point of sale or marketing service, or download your current customer list to view their customer information more easily. 

Upload:

1. Log into Owner's Portal

2. Navigate to 'Customers' on the left hand side 

3. Select 'Profiles' under 'Customers' 

4. Select 'Import' on the right side of the screen 

5. Download the customer upload template here

6. Upload the file back into Owner's Portal 

7. Select if you would like duplicate customer records merged or not 

8. Select 'Import' 

9. Check back in a few minutes to view your newly imported customers 

Download: 

1. Log into Owner's Portal

2. Navigate to 'Customers' on the left hand side 

3. Select 'Profiles' under 'Customers' 

4. Select 'Export' on the right side of the screen 

5. Choose your desired customer view and date of last order preference 

6. Select 'Export' 

7. Check back in a few minutes to view your CSV download of all your customers