Running the business

Customers & orders

Who bought what, the orders board, QR scan points and the customer portal.

A customer record is built as you sell. You do not have to create one first — taking a name and a number at the till is enough, and the record accumulates from there.

Customers

Customers holds everyone who has bought from you: what they bought, when, how much they have spent, and how to reach them.

Customers are matched on phone number, so the same person buying three times is one record with three sales rather than three records that look like three people.

Customer intelligence groups them by behaviour — who spends most, who has stopped coming, who buys what.

Orders

Orders is the board for anything that is not finished at the moment of sale: an online order to fulfil, a delivery to dispatch, a table waiting on a kitchen.

An order moves through states, and each change is recorded with a time and a name against it.

QR scan points

Turn on Table & QR ordering in Settings → Features and you can print QR codes for tables, desks, rooms or counters.

A customer scansAnd gets
A table QRYour shop, with the order tagged to that table
A call-staff QRA way to call a staff member to exactly where they are sitting
Note The point of the QR is that it carries the location. "Someone needs help" is much less useful to a waiter than "table 12 needs help", and the difference is the thing a customer never has to explain.

Manage the codes in Order origins & QR codes. Each origin is tracked, so you can see which tables actually earn.

Deliveries

An order can carry a delivery address, a landmark and a location pin. All of it is optional except a phone number — reverse geocoding fails often enough that requiring a full address would turn a patchy third-party service into a checkout blocker.

Tip An order with coordinates and "opposite the second gate" is entirely deliverable. Do not make customers fight a form for an address your rider does not use anyway.

The customer portal

Customers can sign in to your shop to see their own orders and messages. They sign in with a code sent to their phone — they do not have a staff account, and they see only their own records.

Enquiries

The form under your storefront FAQ lands in Enquiries. It sits below the FAQ deliberately: someone who has just searched your answers and not found theirs is one click from closing the tab.

Reviews

Customers can rate what they bought. Only verified buyers can review, so a rating means a purchase actually happened — which is what makes the number worth showing.

Reservations

Turn on Reservations in Settings → Features for bookable rooms, halls or spaces. Customers see availability and book from your storefront; Reservations is the diary.