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customer_portal:manuals:ipizza:customer_addresses [2018/06/11 03:37] glen |
customer_portal:manuals:ipizza:customer_addresses [2023/09/20 00:47] (current) |
Entering iPizza Customer Addresses | ======= iPIZZA - Entering Customer Addresses ======= |
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Required Information | Required Information |
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Pickup & Counter Orders – Enter in the customers phone number. The system will then populate the fields with any known current information from the customer’s account. If there is no information because they are a new customer, you will need to enter in their ‘Surname’ at a minimum. | 'Pickup' & 'Counter' Orders |
| Enter in the customers phone number and press SEARCH. If the phone number matches a customer record, the fields will be populated with the customer's saved details. |
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| If a customer does not want to provide their phone number, 'Pickup' and 'Counter' orders require a "SURNAME" for the customer at a minimum or you will receive a warning message. |
{{:customer_portal:manuals:ipizza:3.jpg|}} | {{:customer_portal:manuals:ipizza:3.jpg|}} |
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If a customer does not want to provide their phone number or information you can save the customer details with just a ‘Surname’. | |
{{:customer_portal:manuals:ipizza:4.jpg|}} | {{:customer_portal:manuals:ipizza:4.jpg|}} |
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Dine In Orders – Select ‘Dine In’ and then the Table number and the number of covers. | Dine In Orders |
| Select ‘Dine In’, then the Table number followed by the number of covers (customers) at that table. |
{{:customer_portal:manuals:ipizza:5.jpg|}} | {{:customer_portal:manuals:ipizza:5.jpg|}} |
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Delivery Orders - Enter in the customers phone number. The system will then populate the fields with any known current information from the customer’s account. If there is no information because they are a new customer, you will need to enter in their information. Delivery orders require a Phone Number, a Surname, and an address. | Delivery Orders |
| Enter in the customers phone number and press "SEARCH". If the phone number matches a customer record, the fields will be populated with the customer's saved details. |
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| If there is no information after clicking "SEARCH" or the customer is a new customer, you will need to enter in their details manually. |
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| For 'Delivery' orders, POS requires the "PHONE", "SURNAME" and "ADDRESS" details of the customer at a minimum. |
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| When entering an address, the address needs to be verified (see "Entering a Customer's Address"). |
{{:customer_portal:manuals:ipizza:7.jpg|}} | {{:customer_portal:manuals:ipizza:7.jpg|}} |
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Entering a Customer’s Address | Entering a Customer’s Address |
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Windows 7 or newer computer - you start typing in their address in the ‘Address’ field. The verification system will provide you with eligible addresses to select from. Just select the one that matches the customers address. If the system cannot verify the address you provided you will need to select ‘Overwrite Data’ and manually fill in the fields. | For Windows 7, 9, 8.1 or 10: |
{{:customer_portal:manuals:ipizza:8.jpg|}} | In the "Address" field, start typing the customer's address and the Google MAPS address validation system in POS will suggest valid addresses to select from. |
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| Select the address that correctly matches the customer's full address. |
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Windows XP computer - you need to select ‘Overwrite Data’ and manually fill in the fields. The required fields are ‘Number’, ‘Street’, ‘Suburb’, ‘State’, ‘Post Code’. | If the system cannot provide a valid address to select, it means the customer's street has not yet been added to Google MAPS database and you will need to manually enter the address data (see "Manually Enter an Address"). |
{{:customer_portal:manuals:ipizza:9.jpg|}} | |
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Address example - | {{:customer_portal:manuals:ipizza:8.jpg|}} |
2/34 Enterprise Street Cleveland QLD 4163 – | |
Unit = 2 | |
Number = 34 | |
Street = Enterprise Street | |
Suburb = Cleveland | |
State = QLD | |
Post Code = 4163 | |
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Notes – | Windows XP computer |
- Windows XP does not support the address verification. This is because Windows XP is no longer supported by Microsoft. Windows XP stopped being sold as of June 30th 2008 and Microsoft stopped extended support for it on April 8th 2014. As it is a Windows component, all versions of Internet Explorer for Windows XP also became unsupported. | In Windows XP, addresses must be manually entered and cannot be automatically validated* (see “Manually Enter an Address”). |
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| * Windows XP stopped being sold as of June 30th 2008 and Microsoft stopped extended support for Windows XP on April 8th 2014. As Internet Explorer is a component of the Windows operating system and Microsoft stopped supporting Windows XP, Internet Explorer also became unsupported and new versions of Internet Explorer are not available. As Google requires a newer version of Internet Explorer for the Google MAPS services to work, POS is unable to automatically validate addresses using Google MAPS services in Windows XP. |
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- You can press ‘Enter’ on the keyboard at any time while on the Customer page to save the order. It will inform you if more information is needed. | Manually Enter an Address |
| To manually enter the address data, choose the “Overwrite Data” option and manually fill in all the address fields (unless known, leave Lat/Lng set to 0). |
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| {{:customer_portal:manuals:ipizza:9.jpg|}} |
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- If there is no customer phone number entered into the system, then the customer cannot receive loyalty points. | Saving Customer Details |
| If the “SAVE” button is present, it means the minimum required customer details have been entered and you can save and continue with the order. If the “SAVE” button is unavailable, you can press ‘Enter’ on the keyboard at any time while on the Customer page to try to save the customer’s details and POS will show a warning detailing required customer details that have not been entered. |
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| Note: If a phone number is not entered, no customer record is created and loyalty points cannot be accumulated. |