Previous Topic "Redeem Awards at POS"

Customers from RM Database from other Modules

Existing Restaurant Manager end users may be have previously used Restaurant Manager's legacy Frequent Diners/Awards module prior to RM Loyalty or have a list of customers in the customer database from OO or the Delivery Module. Remember that any customer identifier must be a mobile number or email address.

 

Manually Add Customers

Existing RM Frequent Diner members may be transported to RM Loyalty using the following steps:

  1. Employee opens a check for customer

  2. At phone prompt, ask customer for cell phone number or email address, enter information, press "OK"

  1. If an customer exists in the RM database, RM Loyalty will be ignored and you will be directed to the Customer Information window.

  2. Press the "Join" button on the Customer Information window.

  1. Press the "OK" button on the "Please provide a mobile number" prompt.

  1. Press the "Phone Number" button on the Customer Information window.

  2. In the Phone Type window use one of the following steps depending on the status of the current telephone number:
    1. To enter a new mobile number

      1. Click the "Add" button

      2. Enter mobile number in phone prompt

      3. Press Mobile option in Phone Type prompt

      4. Select OK to return to Customer Information screen

    2. To Make existing phone number a mobile type

      1. Click the "Change Type" button

      2. Tap the "Mobile" option in the Phone Type prompt

      3. Select the "OK" button to return to Customer Information window.

  1. Press the "OK" button to exit Customer Information window.

  1. Proceed with transaction as normal.

Edit Customer Database

These instructions should only be preformed by a certified Restaurant Manager Reseller. Rather than have employees add existing customers from the current database on at the POS, you can affect the same change for all existing customer at once. To do so, open the Customer.dbf , go to the LI_Types column and change all fields under the column to "1".

Additionally, resellers can go to the Knowledge Base, search for Change LI_Types, and download a utility that will automatically perform the task mentioned above.

Important: it is critical that any database be backed up before making any changes to it and that editing procedure is not performed when a database is in use. Failure to follow these instructions may cause irreparable damage.

 

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