Customer

Purpose

The Customer Window is used to configure various Delivery, Customer Account, Frequent Diner and Local Gift Card options.

Accessing the Customer Window

While in Focus Setup, select Miscellaneous > General > Customer.

Figure 10.20 Customer Window

Figure 10.21 Customer Window Fields

Field

Description

Customer Options

Default Phone Prefix	The Default Phone Prefix determines the default phone prefix, City, State, Zip Code and Delivery Zone that will appear on the Customer Search and New Customer Windows. If a Default Phone Prefix is not specified then the default City, State, State, Zip Code and Delivery Zone are left blank.
Unique Account #	A unique account number will be required for each Customer.
New Customer (Display Streets)	The user can select from predefined Streets when adding a new customer.
Customer Maps	The user can view or print a map to the customer’s address. Note: An always on Internet connection is required to view maps.
Enter City Name Not in List	The user can enter a the name of a City that has not been created when adding or editing a customer.
Default Plans 1-4	The Default Loyalty Plan values for new customers.

Customer Account Options

Order

Select the order to view accounts. (Name or Card #).

Name	The list of customers on the Loyalty Window will be sorted by Name.
Card Number	The list of customers on the Loyalty Window will be sorted by Card Number.

Search Method

Phone Number	The customer’s phone number.
Company Name	The customer’s company name.
Last Name	The customer’s last name.
Card Number	The customer’s card number.

Search Match

Begins With	Searches by the first few characters.
Containing	Searches within the customers that have the characters specified.
Exact Only	Finds only the customers who match exactly.

Do Not Display Balance

If this option is on then the customer’s balance will not be displayed.

Require Swipe Input

Requires a swipe from a magnetic card.

Multiple Orders Require Approval

If the last order date is the same as the current business date then it must be approved by the 'Customer – Approve' Job Right.

Default Loyalty Plan 1-4

Set the Default Loyalty Plan values for customers added via the Account Window.

Loyalty Customer Options

Type

Focus Local - loyalty functions uses the local Focus customer database.

Order

Name	The list of customers on the Loyalty Window will be sorted by Name.
Card Number	The list of customers on the Loyalty Window will be sorted by Card Number

Search Method

Phone Number	The customer’s phone number.
Company Name	The customer’s company name.
Last Name	The customer’s last name.
Card Number	The customer’s card number.

Search Match

Begins With	Searches by the first few characters.
Containing	Searches for customers that have the characters specified.
Exact Only	Finds only the customers who match exactly.

Card Prefix

The card prefix is used to determine if swiped input on the order entry screen is a loyalty card.

Default Plans 1-4

Set the Default Loyalty Plan values for customers added via the Loyalty Window.

Allow Phone Number Search

If this option is off then the “Phone number” search option is not available on the Customer Search Window.

Allow Company Search

If this option is off then the “Company” search option is not available on the Customer Search Window.

Allow Last Name Search

If this option is off then the “Last name” search option is not available on the Customer Search Window.

Allow Card Number Search

If this option is off then the “Account #” search option is not available on the Customer Search Window.

Require Swipe Input

If the user enters input at the search screen via the touch screen then they are prompted for the ‘Customer – Approve Job’ Right.

Multiple Orders Require Approval

If the last order date is the same as the current business date then it must be approved by the ‘Customer – Approve Job’ Right.

Display Confirmation

If this option is on then the confirmation window is displayed upon completion of the customer search. If this option is off the Loyalty Customer is placed immediately upon the check or a new check is started with the customer if a card is swiped at the Focus Order Entry Window. If the Loyalty Command is pressed first the confirmation screen is always displayed.

Future Orders Options

Print When Moved	The kitchen chit will print when the order is moved.
Print When Entered	The kitchen chit will print when the order is entered.

Local Gift Card Options

Default Plans	Set the Default Loyalty Plan values for customers added via the Account Window.
Allow Last Name Search	The gift card account can be searched by last name.

Related Topics

Job Right ‘Office – General’