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OC Pro
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OC Enterprise
How do I manage catering customers?
*For use in the Catering Wizard to identify recurring customers. You can then assign a catering event to a customer and run reports to see how much a customer has ordered from you.
To Add, Delete, or Edit an Existing Customer:
- Click "Settings" (upper left corner)
- Choose "Setup"
- Select "Customers"
- Click "Add"
- Select an existing customer to edit or click "Delete". To create a new customer, click "Add".
- Enter the details under the "Customer" and "Billing Address" fields.
NOTE: The customer's first name, last name, and email address are all that is required. - Click "Save"