Customers

 

For use in the Catering Wizard to identify Recurring Customers. You can then assign a Catering event to a Customer and run Reports to see how much a Customer has ordered from you.

To Add, Delete or Edit an Existing Customer:

1.     Click Settings  (upper left corner).

2.     Choose Setup .

3.     Select Customers .

4.     Click Add.

5.     Select an existing Customer to edit or click Delete . For new Customer, click Add .

6.     Enter the details under the Customer and Billing Address fields.

NOTE: The Customer’s First Name, Last Name and Email Address are all that is REQUIRED.

7.     Click Save .