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Ordering System

  • Ordering System
  • How to place an order
  • Adding Extras
  • Cancelling Ordered/Served/Ready Items
  • Removing ordered items
  • Moving ordered items
  • Payment Process
  • Excluding Ingredients
  • Reorder the same product

Kitchen Display

  • Kitchen Display System
  • Filtering Products
  • Receiving New Ordered Items
  • Printing Ordered Items
  • Sending Prepared Items Back to Servers

Retail Sales

  • Managing Retail Sales

Table Management

  • Creating a Table Category
  • Editing Table Category
  • Deleting Table Category
  • Creating a Table
  • Editing a Table
  • Deleting a Table
  • Self Order Settings

Menu Management

  • Creating Product Category
  • Editing a Product Category
  • Deleting a Product Category
  • Creating a Product
  • Editing a Product
  • Deleting a Product
  • Publishing Menu

Employee Management

  • Adding Employees
  • Updating an Employee
  • Deleting an Employee
  • Messaging your Employees
  • Generating QR Code for Employees

Customer Management

  • Adding a Customer
  • Updating a Customer
  • Delete Customer

Table Reservation

  • View Reservations
  • Adding a Reservation
  • Updating a Reservation
  • Deleting a Reservation

Delivery System

  • Delivery System Overview
  • Add & Update Customer
  • Adding Customers Orders
  • Manage Orders In-Delivery
  • Managing Invoices
  • Caller ID App

Cash Book

  • Cash Book

Dashboard

  • Statistics
  • Sales by Categories
  • Sales by Products
  • Sales by Employees
  • Sales by Tables
  • Sales by Customers
  • Sales by Payment Types
  • Sales by Hour
  • Sales by Days
  • Most Sold Products
  • Least Sold Products
  • Adjusting Date Filters
  • Pie Chart
  • Bar Chart
  • Table List

Add & Update Customer

OrdersTracker lets you keep track of your repetitive customers by adding their basic information such as Company Name, First Name, Last Name, Telephone, Email, etc.

Under the Delivery System, you can search for the calling customers information from existing data or add new customers as required. In case there is any change in existing customer’s data, you can update the customer’s information as required.

Add New Customer #
  1. Tap in the Top Bar.
    A popup menu displays.
  2. From the popup menu, tap Delivery System.
Figure 1: Top Menu
Figure 1: Top Menu
  1. Tap Add Customer to add a new customer.
Figure 2: Add Customer Button
  1. The Add Customer dialog is displayed. In this dialog, specify the following parameters:
    1. Company Name: Specifies the customer’s company name.
    2. First Name: Specifies the customer’s First name.
    3. Last Name: Specifies the customer’s Last name.
    4. Telephone: Specifies the customer’s telephone number.
    5. Email: Specifies the customer’s Email address.
    6. Street: Specifies the customer’s street address. When you start typing the Street, system will search from the available locations and auto-fill the rest of the fields.
    7. Zip Code: Specifies the customer’s zip code. This will be auto-filled if the street is selected from the available list.
    8. City: Specifies the customer’s city. This will be auto-filled if the street is selected from the available list.
    9. Country: Specifies the customer’s country. This will be auto-filled if the street is selected from the available list.
  2. After specifying the required parameters, tap Add.
    The customer’s information adds to the system.
Figure 3: Add Customer Dialog Box
Update Customer #

You can update an already added customer’s information from the Delivery System. This is useful in case there is a change in customer’s data such as updated telephone number or a new location for delivery.

To update customer’s information, follow the steps below:

  1. Search for the calling customer by either typing Name or Company Name as shown in the image below.
Figure 4: Search Customer
  1. Now click on the Edit option on the customer tile.
Figure 5: Click on Edit
  1. A dialog box for Update customer will be displayed. You can modify any of the information. Once done, click on the Update button to save the changes into the system.
Figure 6: Update Customer
Updated on May 15, 2022
Delivery System OverviewAdding Customers Orders
Table of Contents
  • Add New Customer
  • Update Customer

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