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Define Required Fields For Customer Profile

When making a new customer profile, you can control what fields you want to be required before you can save the profile. Users need to balance the need for quick data entry when taking orders with the need to create a complete customer database that you can use for marketing purposes in the future.

To configure your required fields, navigate to Manager Home > Config > Customers > Customer Setup.

You have the ability to make the following fields required by select the checkbox next to their names.
  • First Name
  • Last Name
  • Phone
  • Address
  • Zone

If these are checked then a user will not be able to save a profile until these requirements are met.

Note:  If you do not require address, you can save customers who place orders for pick up.  You will need to enter an address before placing a delivery order.  If you charge by zone for deliveries, you will need to enter a zone before placing a delivery order.

Be sure to save your changes.

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