In the talech app you can add customers to orders open orders or closed orders.
Retail accounts can load previous days' transactions from the Orders > Closed view.
The past few thousand transactions are available for Service and Retail accounts. Restaurant accounts can only see the current business days' orders.
This article applies to the following:
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Adding a customer to an open order
| Please note: Adding a customer profile is not required to complete a transaction. This is an optional feature used to track customer data. |
- Navigate to the order list by selecting Orders in the top right of the Register.
- Select the order you wish to modify from the list.
- Near the top of the screen, there is an open field labelled Customer.
- Tap this area and a keyboard will appear. Enter the customer's name and tap on search.
If there are no results are found, press Add Customer to create a customer profile.
Adding a customer to a closed order
Once an order has been closed you can still attach a customer from the Closed Order Screen, even if a customer was not added during the order creation flow.
- Navigate to the order list by selecting Orders in the top right of the Register.
- Then select Closed at the top of the screen.
- Select the appropriate closed order and you will notice the Customer field.
- Tap the order to open it and enter the appropriate customer information in the blank Customer box.
| Note: There is employee permission for users that blocks this feature. For more information on employee permissions, click Employee Permissions Breakdown. |
Need more help?
- talech training & device support: 1-888-995-1998
- Paytura merchant support: 1-855-4-PAYTURA or contact Paytura