Lookup & Customer Information
Overview
The look up icon allows you to search for a customer in the database, and add or edit customer information.
Searching for a customer:
- Enter the phone number using the keypad or the system keyboard.
- View the resulting list and select the customer by touching it.
- Press Next to activate that customer.
- If no customer is found, try searching by name or address using the "Full Search" option
- If no customer is found, a new customer must be entered. Press Next with no customer selected to create a new customer.
If a customer is active (name appears on the virtual ticket) pressing the Lookup icon will display information about that customer.
To clear the active customer, press "New Search" from the customer info screen.
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Field Name / Screen Name |
Help on this field / Screen |
| Phone Entry | Enter the phone number by using the virtual keyboard OR the physical keyboard |
| Phone Icons | The phone icons represent incoming caller-ID
information. A "ringing" phone means it has not been selected yet.
Select the phone which corresponds with the phone line you are answering,
and the customer will automatically be selected.
The phone number can be recalled at any time by selecting the phone icon
until a new call replaces it.
Note: If your phone icons are gray, caller ID is not activated on your system. Call FireFly Support for details on activating this feature. |
| Arrow buttons (Near phone fields) | The arrow buttons let you scroll through previous phone numbers entered to recall a prior search. This history is deleted every time you exit the POS (including exiting to the Manager Home). |
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Results List (Phone Lookup and Full Search screen) |
The results list displays all customers that match the criteria entered in the search fields. Touch a customer line to select it If the list is too long, try entering more information in the search fields. If the customer is not found, press the �New� button to enter a new customer If one customer is found that matches your search criteria, the system will automatically select it. To disable automatic selection, check the box in Configuration / Customers. |
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New Search Button (Phone Lookup screen, Full Search screen) |
The New Search button clears any criteria you have entered, and clears the results list, enabling you to search again. |
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New Button (Phone look up screen, Full Search Screen) |
The New button is used to create a new customer record |
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Full Search Button (Phone lookup screen) |
The Full Search button activates the Full Search screen, which allows for searching on a variety of fields. |
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Full Search Screen |
The Full Search screen enables you to search for a customer based on a variety of fields:
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BACK to top
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Field Name |
Help on this field |
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Customer Information Area (Customer Info screen) |
The Customer Information displayed includes important comments and notes about this customer. If the customer selected is matched to a value in the street database, the zone, section and grid will be updated to match the street database values. |
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Edit button (Customer Info screen) |
The Edit button activates the Customer Details screen, which allows you to change customer information, such as the address or phone number. |
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New Search button (Customer Info Screen) |
The New Search button returns you to the default search screen, clearing the active customer and any criteria previously entered. |
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Last Order Recall Button (Customer Info Screen) |
The Last Order Recall button activates the Last Order Recall screen, which enables you to quickly reorder either of the 2 most recent orders for that customer. Note: This button will be visible if configured in phone orders/common set up. |
| Alt Delivery Address | The Alt Delivery Address allows you to enter multiple address for the customer and select which address to use for this order. |
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Account Info & Manage button (Customer Info Screen) |
If the customer has a Customer Account, the account name and current balance will display here. The Manage button lets you view a history of transactions and manually adjust the account balance. |
| Customer Points | If enrolled in the loyalty program, the points
balance will display. Choose "Apply" to use the points as a
discount on this order. You will have the choice to apply a portion
or all of the available points up to the ticket total. The points
will apply as a discount to the order.
Note: Available balance may vary from total balance if the customer has open orders. |
| Map Button | The Map
Button will bring up a window displaying a map of the customer
address. On the right side of the map window, "Zoom Levels"
let you view a closer or farther map view. The "Print" button
will allow you to select a system printer for the map. It is
recommended that you print the map to a report printer. The "Driving
Directions" button will display step by step directions from your
restaurant to the customer location, with a route map. This can also
be printed.
Note: Internet access is required to use the mapping feature. Note: If it says "No Map Available" it is possible that the customer address does not have a correct latitude / longitude. Try saving the customer record to validate for mapping.
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Promise Time Fields & (Customer Info Screen) |
The Promise Time displays, for each order type, the system calculated time that the order will be ready, or, for a delivery order, will be delivered to the customer. This is based on the current promise times you have set in the system. If allowed in your system set-up, the user can adjust the promise time by clicking on the hyperlink. The new promise time is then recorded in conjunction with that order. This can be used for delayed same-day orders. |
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The Balance Due column shows the current order total for each order type. It may vary due to delivery fees added for delivery type orders. If no balance due appears, it could be because no order has been taken, or because the order type is not valid (see reason below the order type button) The balance due field may say �$XX Minimum� for delivery orders if a minimum has been established and the current order does not meet that minimum. | |
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Press the Delivery button to finalize the order as a delivery order. The delivery button may not be active if delivery is not authorized. Reasons could include:
Other delivery restrictions keep the button active, enabling you to override the restriction with the proper security. These include:
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Press the Eat In button to finalize the order as a Eat In order. The Eat In button may not be active if Eat In is not authorized. Reasons could include: Customer is not authorized for this order type. Access the customer record in the Manage Customers area to change their order type authorization. The order type is not active for this station The order type is not active for this store. | |
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Press the Pick Up button to finalize the order as a Pick Up order. The Pick Up button may not be active if Pick Up is not authorized. Reasons could include: Customer is not authorized for this order type. Access the customer record in the Manage Customers area to change their order type authorization. The order type is not active for this station The order type is not active for this store. | |
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The Order In Progress alert will appear if the customer identified currently has an open order in the system. This warning enables you to quickly find the current order for that customer. To Recall the existing order, press the �Recall� button. If you have started taking an order, you will be prompted whether to combine the old order with the new one, or if you want to clear the order you started. To create a new order instead, press the �New� button. |