How do I create an order on behalf of a customer?

If they are a new customer you will need to create a profile for them. If they are a returning customer you can skip to the next set of instructions.

Creating a new customer profile.

1. Click Customers on the black bar at the top of the page.
2. Click the blue Create New Customer button on the top left.

3. Enter their information in the boxes provided, as seen below

4. Click the green Save This Information button.

5. The system will auto-create a temporary password that you will need to copy & paste to give to your customer. See the image below:

6. From here you can click the link to "Start a New Order" for this customer as seen in the image above or you can proceed as shown below.

Once they have a profile you are ready to create an order

1. Click Customers on the black bar at the top of the page.
2. Type the name of the customer into the search box provided on the right. 
3. Find the appropriate customer and click the grey fork and knife symbol on the far right column.

4. You will be redirected to your online ordering website and can select the desired items on behalf of your customer. 

5. When you have everything added to the cart, click on Proceed to checkout on the far right. 

6. Here you can select what type of order it is (Pick-up, Dine-in, or Delivery), choose a time and date, add a tip, and select a preferred payment method.

8. Click the Place Your Order! button and you are done!