booq POS
Backoffice
Start and login
Articles
Products
Adding a product and sending the changes to the front office
Adjusting product details
Adjusting product details in the list view
Assigning allergens and additives to products
Assigning sales restrictions to products and product groups
Creating composites out of multiple articles
Finding products with the search and filter function
Manage products and create new ones
Setting up production order
Product groups
Price levels
Menus
Adding and managing derived menus
Managing and arranging menus (incl. sub-menus)
Setting up menus for specific areas and times
French menus
Option menus
Price management
Periods
Promotions
Finances
General
General
Production stations
Facilities
Cash stores
Printers
Adding and managing printer
Manual set up of a buzzer/ zoomer
Printing production ticket in chronological order
App links
Table map
Users
User groups
POS devices
Courses
Customers
Currencies
Turnover groups
Translations
Payment
Self-service
Time schedules
Sales channels
Activating the Pay on pick-up functionality
Adjusting the appearance of the kiosk
Adjusting the appearance of the sales channel
Changing payment settings
Setting up the imprint for a sales channel
QR codes
Creating QR codes for the self-service
How to reorder via a QR code on the table (customer perspective)
Applying menu planner for a self-service sales channel
How can I configure random spot checks on my self-service POS/Grab and Go POS?
App
Installation
Connecting the booq POS app to your system
Installing the booq POS App on your device
Updating your booq POS App
App-functions
Adjusting the stock information of a product on your device
Disable ticket printing
EFT devices
Facilities
Print reports
Reopen order
Search order
Self-service status
Shift management
Tipping registration
Web links
Working with the app
An overview of the general functions for an open table
App sign in/out
Block view
Checkout
Flexible payment during visit
Frenchmenu
Open table
Product functions
Recycling
Screen features
Splitting or moving a table
Table functions
Table map
Waiter App - Splitting or moving a table
Settings
Interfaces
booq POS onboarding
booq BI
booq Self-service
booq Giftcard
booq Payment
Have a payment QR code printed by default
How do I modify the QR Payment messages?
Show QR code
Unexpected payments
FAQs
- All Categories
- booq POS
- Backoffice
- General
- Customers
- Adding and managing customers
Adding and managing customers
Steps for managing a guest (customer)
In booq POS you can work with customers/debtors. These can be created via the back office and become available in the app under 'General > customers' and the payment method 'invoice'.
Create customer
To create a new customer or debtor, click "+ add customer". If you have a long list of customers, there is the option to import a CSV document - please contact the DISH POS service desk for this.
- 'Name': fill in the name of the customer, this is mandatory
- 'Parent': If the customer is part of a debtor, select the relevant debtor
- 'Is person': when you activate this, you can enter additional fields with the personal data such as first name, last name, etc
- 'User ID': the unique ID for the customer
- 'Invoice currency': if the customer pays with a different currency
- 'Invoice credit limit': the limit that the customer may have in outstanding items
- 'Invoice credit allowed': this has to be ticked if payment on account is allowed. If it is not ticked, it can be looked up with the card and settled with regular payment methods with a different price level if necessary
- 'Payer': which customer pays for the invoice, by default equal to the customer
- 'Price level': the price level is active for the customer. 'None' means the regular price
- 'Search key': by what code can the customer be found
- 'Locale': language of the customer
- 'Card ID': card number for retrieving the customer data via an NFC tag or barcode
- 'Active': If checked the customer is active. If this is not checked you cannot book accounts as it cannot be found in the checkout app
- 'Description': the description field for the customer
- 'Email address': the email address of the customer
- 'Website': the customer's website
- 'Phone numbers': the customer's phone number
Once complete, click "Save" or "save and add another" (bottom right corner) .
Changing a customer
To change a customer, click the "pencil icon" next to the customer. This will bring you to the screen to edit the customer.
Delete customer
To delete a customer, click on the "trash can icon" next to the customer in question. Confirm the deletion by pressing "ok".