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Last updated
Last updated
Usually customers are created from the terminal, but you can use this option to modify or to create new customers The Customers option allows to add, modify and delete customer records from the delivery database.
This key allows to add a new customer record to the delivery database. Upon selection, a blank customer record will be displayed asking to enter all the basic information on that customer.
This key allows to modify information on customer's record. Select the record to modify and click on the MODIFY button. The customer record will be display and you will be allowed to change any field.
This key allows to delete a customer record from the delivery database. Select the record to delete and click on the REMOVE button. A warning message will be prompt asking you if you are agree to delete that record. Click on OK to delete this record.
Customer Information:
Phone Number
This is the code that the system will use to access any customer in the database.
Phone Extension
Type in an employee's phone extension in a company.
Name
Type in the name of the customer.
Company Name
Type in the name of the business.
Street number
Type in the house or apartment building number both alpha and numeric characters are allowed, such as 134A.
Street
Type in the street name.
Street Code
Choose the delivery area from the drop-down list.
NOTE: You will get a warning when saving a customer if you have left that field undefined. When you later access the client from the Point Of Sales, if the street code is not recognized, you will have to delete the street name and hit enter to choose it from a list. The Street Code option must be enabled in Delivery / View / Options / Setup
Apt. No.
Type in the apartment number.
Near
Use this option to specify a location near the delivery point. Type in a geographical reference or landmark to which the address is near.
Zip code
This option is useful if you print mailing labels. Type in the zip code for the address.
City
Type in the city.
State
Type in the state.
Area code
Type in the area code for that customer.
Remark #1, Remark #2, Remark #3
You may use this option to keep special messages in the customer file, such as beware of dog or use rear door. Type any message in the three lines provided.
Sales Information
NOTE: You will not be able to edit the "Sales information" section. These fields will be updated every time a customer orders.
First Order ,Last Order, Number of Order ,Total of Orders ,Credit ,Credit Cumulative
This information only section provides you with statistical information on the selected customer.
Special Remarks
Remark #1,Remark #2
The Special Remarks are remarks that appear on the delivery screen at the workstation but are not printed on the delivery checks. This option can be useful to send special messages to delivery employees that the customer will not see, such as "Do not accept personal checks".
Frequent Diner
Member
If this customer is a member of your Frequent Diner database, select his record from the drop-down list.
This option allows to create or modify street record. To use this option, you have to select the Street Code option in Delivery/ View/ Options. When using this option, the system will verify if the customer is located in your delivery sector. It will also give you the opportunity to type only the first two or three letters of the street code and select from a list that will be displayed on the workstation screen. Finally, you could use this option to apply an automatic delivery charge.
This key allows to add a new street record to the street database. When you select that key, a blank street record will be display asking you to enter the basic information for that street.
This key allows to modify information on street records. Select the record to modify and click on the MODIFY button. The street record will be display and you will be able to change any field.
This key allows to delete a street record from the street database. Select the record to delete and click on the REMOVE button. A warning message will be prompt asking you if you are agree to delete that record. Click on OK to delete this record.
Street Information
Code
Type the street code that will be used to access this street (10 characters maximum, alphanumeric).
Name
Type the full name of the street.
Beginning
Enter the Starting house number for that street.
End
Enter the ending house number for that street.
Delay
NOTE: These fields are used if the Dispatching option is enabled in Delivery / View / Options / Dispatching
Going
Enter the time, in minutes, allowed to the driver to reach his destination. This is used to estimate when the driver will reach the area.
If this field is empty, the system will use the default delay from the Going field in Delivery / View / Options
Back
Enter the time, in minutes, allowed to the driver to come back from his destination. This will be used to estimate when the driver will be back from delivery.
If this field is empty, the system will use the default delay from the Back field in Delivery / View / Options
In Zone
Enter the estimated time, in minutes, for the driver to perform each of his dispatched deliveries (once his destination has been reached).
If this field is empty, the system will use the default delay from the In Zone field in Delivery / View / Options
Street Details
You can have up to eight zones in a street, the next three options have to be specified for each zone.
Number
Enter the beginning street number for the zone.
For example:
Number | Charge | Zone | Warranty |
1 | $0.00 | A-1 | Ö |
2000 | $0.00 | A-2 | Ö |
3000 | $0.00 | A-3 | Ö |
4000 | $2.00 | A-4 |
|
5000 | $2.50 | A-5 |
|
Charge
Enter the delivery charge for the zone, if applicable.
Zone
Enter the delivery zone description that will be printed on the delivery check. This option can be useful for the driver to find out the sector for that street and to group delivery together.
Warranty
Check this field if this delivery sector is covered by a delivery warranty.
NOTE: This field is used when the Warranty Delay option is enabled in Delivery / View / Options / Functionality
Use External Zones
Enable this option to import delivery sections from an External Orders Service (EOS).
Zones
This column displays the name of each external section.
NOTE: This description is modified by the EOS only.
Delivery Fees
This column displays any amount added for each external zone.
NOTE: This value is modified by the EOS only.
Base Delay
This column displays the minimum number of minutes required to get to each external zone.
NOTE: This time is modified by the EOS only.
Additional Delay
Enter the extra time required to get to each zone, according to road conditions and rush hours.
NOTE: This second delay is modified at the restaurant, and then transmitted to the EOS in real-time.
Status
Set this field to Close if the drivers currently can not get to that zone, because off road conditions. For example, if the main road leading to this zone is closed, you can shut down this zone for this restaurant, so that the EOS refuses orders, or tries to assign orders to another restaurant with their permission.
NOTE: This status is modified at the restaurant, and then transmitted to the EOS in real-time.
Reset at End Of Day
Enable this option to automatically bring back the Additional Delays to zero and the Statuses to Open at the end of the fiscal day. The Zones, Delivery Fees and Base Delays fields will then also be imported from the EOS.
Manual Update
Touch this button to import immediately the Zones, Delivery Fees and Base Delays from the EOS.
This option deletes delivery records, older than the date you specified. When this option is enabled,
Just click on OK.
The next screen will show.
Date:
Enter the date before the day you want the records erased and just click OK.
This option is driven by your Windows Ò operating system. This option enables to select the printer and parameters you wish to use to print your reports.
This option gives you the option to see the last report you have requested and to reprint it if necessary.
The Log option allows to start and view operations traces about Delivery Module.
Log Level
Three different Log level are available, Standard, Detail and Debug. This option is for trouble shooting purpose and should be use only with the supervision of your Maitre'D reseller.
Use the View key to access to log file.
