CRM in Restaurant Portal

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The customer profile management system is designed to streamline operations by enabling operation managers to create, modify, and manage customer profiles effectively. This feature also allows assigning authorized users to specific customer profiles to ensure better control and personalized customer service.

The customer page displays a grid with the following details:

  • Customer Number
  • Customer Name
  • Contact/Mobile
  • Email
  • Loyalty Points
  • Search Bar: Quickly locate customers by name, email, or customer number.
  • "Show Inactive" Toggle: View inactive customers when enabled.

CRM first page.png

Creating a New Customer Profile

Click on “Add Customer” to create a new customer profile. The form includes:

  • Customer Number (auto-generated option available)
  • First Name and Last Name
  • Company Name
  • Email
  • Contact Information (Mobile, Phone, Country Code)
  • Address Details
  • Driver’s License
  • Date of Birth
  • Comments
  • Store Credit and Transaction Limits
  • Customer Tags (e.g., VIP)
  • Customer Groups (frequency-based or static)
  • Activate Customer Toggle
  • Make VIP Toggle
  • Go Green (no printed receipts) Toggle
  • Enable Loyalty Program Toggle
  • Receive Marketing SMS Toggle
  • Add Authorized Customer: Add and manage authorized users linked to the customer profile.

add cx 1.pngadd cx 2.pngadd cx 3.png

Modifying an Existing Customer Profile

  • View or Update Basic Details
    • Modify all fields captured during customer creation.
  • Access Additional Information:
    • Info: Shows total transactions, average spend, last visit, loyalty points, and touchpoints details of the customer. User can also update the customer details from here.modify cx.pngmodify cx 1.png
    • Purchase History: Filter transactions by date range or quick options (e.g., today, last month) to view the purchase history. Click on the Transaction No to view the Purchase Receipt to print or delivery receipt.modify cx purchase history 2.pngpurchase receipt of purchase history.png
    • Suites: Able to see the suites assigned under a particular customer. View ongoing, upcoming, or closed suites assigned to the customer. Grid Details: Suite Name, Event Name, Start and End Dates, and options to delete.modify cx suites 3.png
    • Wallet: Manage stored payment methods for suites and preorders. Add, update, or delete card details.wallet with arrow.pngClick on "Add Card" to add new card.
      add card - wallet.png
      Click on the pen icon to update the existing card.
      update card.png
    • Authorized Customers: Add and manage authorized users linked to the customer profile.

Authorized Customer Management

The Authorized User feature is essential for customers needing multiple individuals to access and manage functionalities like invoicing or preorders.

The grid lists all authorized users with the following columns:

  • First Name and Last Name
  • Email
  • Phone Number (with country code)
  • Allow Invoicing (Checkbox)
  • Allow Preorders (Checkbox)
  • Delete Icon: Unassign users from the profile.

Click “Add New Customer User” and fill in:

  • First Name and Last Name
  • Email
  • Phone Number with Country Code
  • Checkbox to allow invoicing, preorders

You can also search for an existing user by name or mobile number to assign them as an authorized user.

add auth cx.png

auth customer details - edited .png

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