Enter billing address and company name for counter and table sales

Enter billing address and company name for counter and table sales

What
Customer data such as billing address and company name can be entered quickly and easily for orders and order changes.

Where
POS: Counter sales and Table sales > Customer login.


Access and use of customer data entry

Customer data such as billing address and company name can be entered quickly and easily for orders and order changes.

1. Start sale or edit order

  1. Start a new "Counter sale" or "Table sale". 

  2. Or open an existing order that needs to be changed.

2. Open customer data

  1. Click on the "Customer login" tab, which is located under the gray tabs.

  2. For a "Table sale", the table is selected first, after which the "Take order" tab is visible. For customer login, you can then click on the "Customer login" tab.

  3. To subsequently add a billing address to an order, click on "Edit" in the "Order overview" for the desired counter or table order and then select the "Customer login" tab.







3. Load customer data (optional)

  1. If the customer has a QR code from his webshop profile, this can optionally be entered to automatically transfer the data to the form. To do this, the customer logs into the webshop, navigates to his "Profile", selects "MyCode" and tells you the numerical code displayed.

  2. The billing address can be changed if needed. By clicking on the "Company" checkbox, two additional fields are displayed in which the "Company name" and "Department" can be entered.

  3. Reset form (if required): If a new entry is required, the form can be reset using the gray "Remove billing customer" button at the bottom. This removes the billing customer entered via the QR code, clears the form, and deletes all entries so that you can start again from the beginning.



After the customer logs in via QR code, the system displays which customer is logged in. The billing address is automatically loaded and can be adjusted if needed. Using "Remove billing customer", the form can be reset, and the customer will be removed from the login.




4. Enter billing address and company name manually

  1. If no QR code is available, the customer data can be manually entered into the fields under "Billing address".

  2. To enter the company name, click on the "Company" checkbox. This will display two additional fields where the "Company name" and "Department" can be entered.

  3. No new customer is created. These data are only saved for the order.




5. Save data

  1. When the entries are complete, click on "Apply billing address" to save the customer data entered or loaded.

  2. The data is only saved for the current order or order change.




Important notes

  1. No permanent changes: Remember that entering or changing customer data here does not update the customer's profile in the webshop, the cash register system, or other customer lists. This data is only used for the current order.

  2. Data validation: Currently, the system does not verify the accuracy or completeness of the customer data you enter. Future updates may include data validation and error checking.












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