Add Customers

Set up customers in Ambur to automatically apply discounts/fees to their orders, track additional reservation details, and see who stops by most frequently.

Table of Contents

Add Customers

Enter customers by adding them from the Management menu.

  1. Tap 'Management' and select 'Customers'.
  2. Tap the + button.
  3. Fill in the customer's information.
  4. Select charges, orders, and/or reservations that apply.

    Charges | Selected discounts/fees automatically apply when the customer is assigned to an order.
    Orders | Associate the customer with existing open or closed orders.
    Reservation | Assign the customer to a reservation.

Assign Customers to Orders

After adding customers to Ambur’s database, assign them to any order they place. Discounts/fees apply automatically and customer order history is tracked in the Customers to CSV report.

  1. Tap 'Customers' on the order screen.
  2. Select customer(s) to add to the order.
Click to Enlarge

Customer Permissions

Use Permissions to fine tune what a group of users can access when adding or editing customers.

  1. Tap 'Management' and select 'Permissions'.
  2. Choose a 'User Group' and pick 'Customer' from the menu.
  3. Modify permissions as needed.

    Toggle whether users in the group can add or delete coupons.

    Select Hide, View, or Edit next to each feature.

    Hide | User group cannot see the feature at the register.
    View | Ability to see, but not change the feature.
    Edit | User group can make changes to the feature.