Customers and phone
On the phone every second counts. DevyPOS recognises the number and puts the customer in front of you before you have finished saying “good evening”.
1. The call
When the phone rings, Incoming call appears with the number and – if known – name, address and the number of previous orders. From there you go straight into taking the order.
If the number is unknown, Delivery leads directly into address entry.
2. Call list
Under Calls you find today’s calls, including missed ones. When the phone rings three times at once, you can call back from here in peace.
3. Capturing the address
- Enter name and phone number.
- Start typing the street – the street directory suggests matching streets, even from partial words.
- Add the house number; postcode and town fill in by themselves.
If the postcode lies outside your zones, the till reports: this postcode is not in the delivery area. You can then continue the order as a collection.
4. Avoiding duplicate customers
While you type the name, the till asks: ordered before? Possible matches – tap to use. One tap adopts the existing customer and attaches the new phone number to them. That way one family does not end up with three records.
5. Customer groups
In the back office under Customers you create groups – such as regulars or company customers – with a discount rate and the option no delivery fee. The discount applies to the goods value and takes effect automatically as soon as the customer is attached to the order.
6. Consent and information
On the customer record you note whether they want to receive advertising by phone, post or email. There is a separate button in the customer header for information and deletion under the GDPR.