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:

  1. Click "Settings" (upper left corner)
  2. Choose "Setup"
  3. Select "Customers"
  4. Click "Add"
  5. Select an existing customer to edit or click "Delete". To create a new customer, click "Add".
  6. 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.
  7. Click "Save"