Frequent Diner

Customer

The Frequent Diner Customer option allows to store information on Frequent Diner Customers, as well as reward your frequent customers with special promotions. This information is used to generate Frequent Diner Customer reports. Use this option to Add, Modify or Remove customer records.

This button allows to modify information on Frequent Diner Customer records. Select the record to modify and click on the MODIFY button. The customer's record will display and you will be allowed to change any field.

This button allows to add a new customer record to the Frequent Diner Customer database

This button allows to delete a customer record from the Frequent Diner Customer database. Select the record to delete and click on the REMOVE button. A warning message will prompt you for a confirmation to delete that record. Click on OK to delete this record.

Personal

Folio

Enter the Frequent Diner Customer code that will be used at the workstation when closing a check. This code can be alphanumeric.

Last Name

Enter the customer last name. This name will be display with the code on the customer list at the POS.

First name

Enter the customer first name. This name is use when you generate reports in the Report Center.

Birthday

Enter the customer birthday.

Sex

Select the sex of this customer.

Marital Status

Enable the marital status of this customer.

Special Anniversary

Enter the date of another anniversary for this customer, such as the founding anniversary of a company, or the wedding anniversary of a couple.

Address 1, and 2

Enter the complete customer address in the two available lines.

City

Enter the city name for this account.

State

Enter the State / Province name for this account.

Postal Code

Enter the zip code for the address.

Phone

Enter the phone number of the customer.

E-mail

Enter the customer's email address.

Order

First order

This field displays the date of the first transaction assigned to this customer account.

Last order

This field displays the date of the last transaction assigned to this customer account.

Number of orders

This field displays the total number of order assigned to this customer account.

Total amount

This field displays a running total of all orders assigned to this customer account.

Description

This column displays the Frequent Diner Tracking setup to reward your frequent customers with "Buy 10 get 1 Free" type promotions.

Item/Division

This column shows whether this promotion applies to an individual sales item or to all sales items of a division.

Cust. Qty

Number of sales item bought by this customer.

Quantity

Number of sales item to buy before getting a free sales item.

Balance

Point

This field displays the number of points currently waiting to be converted into credits for this customer.

Cash

This field displays the credit available for future purchases by this customer.

Last Ordered Items

This field displays a list of up to 10 of the last ordered item in this restaurant

Main Account

Main Account

This drop-down list allows to associate other members of a company or family with a main frequent diner customer.

Switch to Main Account

Click this button to go directly to the main frequent diner customer.

Notes

The Notes screen allows to store additional information on the frequent diner customer, such as seating or menu preferences.

Frequent Diner

Rewards Coupons

The Reward Coupons allows to reward all customers with "Buy $10.00 get a Free Item Next Visit" type promotions to encourage guests to return.

Click this button to access the Reward coupons options.

Invoice Info on Footer

Enable this option to print the Date and Check Number at the bottom of the Reward Coupon.

Reward

Description

Enter a name for the reward coupon.

Priority

Enter the precedence level to choose between Reward Coupons if the conditions from different ones are met.

Conditions

• Enter the condition(s) to be met in order to print an associated coupon. Available conditions to meet to print an associated coupon are;

• Total, for the check's total,

• Division, for a division's total,

• Discount, for a discount total,

• Item (Quantity), for the quantity of a particular item,

• Item (Value), for the value of a particular item,

• Media, for a payment type,

• Number of Customers, or

• Number of Items, for the quantity of all items.

Schedule

The Schedule functionality allows printing different Rewards Coupons depending of the day of the week and hour of the day. For example, you could have a Free Beverage Reward Coupon that can only be generated in the morning, and a Free Salad Reward Coupon that can only be generated in the evening.

Use Schedule

Select from the drop-down list wether to use the schedule;

• Always: Available according to the weekly schedule,

• Never: Not available, or

• Within Range: Available according to the weekly schedule, but between the Start and End dates fields.

Start

Select the date when the reward coupon becomes available, if the Use Schedule field above is set to Within Range.

End

Select the date when the reward coupon becomes unavailable, if the Use Schedule field above is set to Within Range.

List

You can associate more then one reward coupon for each Reward Coupon condition set. For example, a Free Salad reward could generate a Free Caesar or a Free Chef Salad coupon.

Coupons

Enter a short description of the reward coupon.

Coupon Overview

Enter the exact text to print on the reward coupon.