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Customer records

Who your regulars are, what they have ordered before, and — where you run one — their loyalty standing.

What a customer record holds

Their name and contact details, an address where you deliver, and their order history: the bills raised against them over time.

The order history is the useful part. It answers "what do they usually have?" and "when were they last in?" without anyone having to remember.

Duplicates, and merging them

The same person gets entered twice — a phone order taken quickly, a slightly different spelling, a second number. KJB flags records that look like the same person, and they can be merged.

Merging is worth doing carefully. Two records becoming one means their order histories combine, and that is the point — but it is easier to merge two people who are genuinely different than to separate them afterwards. Check before confirming.

Loyalty

Where a loyalty programme is switched on for your restaurant, a customer's tier and points appear on their record. Where it is not, that section simply is not there — the record itself works the same either way.

Two places customers appear

There is more than one customer screen, and they do different jobs — one is the register of customer records, the other is a workspace built around a single customer. If a control you expect is missing, it is worth checking you are on the one that offers it.