Customer Details Setting

Overview

This document provides a comprehensive guide on how to configure customer details settings for different order types and locations on the website.It explains how to enable and customize
customer information collection for different order types.

Overview of Customer Detail Settings

• Customer detail settings allow collection of customer information directly on the menu page based on order type and location.
• Information collected includes name, email, and phone number, which are
  essential for processing customer orders.

Accessing Customer Detail Configuration

1. Navigate to the business portal.
2. Go to Sales > Online Store >
   Websites.
3. Select the application you want to customize and click
   Customize.
4. Open Website Setup and go to the
   Customer Details section.

Enabling Customer Details for All Location

• Example: For All Location
• Select All  Order Type from Select Order Type drop down:
  • Enable collection of Name and Phone Number.
• Mark Name as required for all order types.
• Save the settings and refresh the website to apply changes.

Configuring Customer Details Based on Order Types

To configure different fields for Delivery and Takeaway:

1. Access the Web Manager.
2. Delete existing configurations for All order type
3. Example: For Delivery, add Name and Phone Number.
4. For Takeaway, add only Name and mark it as required.
5. Save the settings and refresh the website to verify changes.

Location-Specific Customer Detail Configuration

To configure customer details based on specific locations:

1. In the Twill Web Manager, select
   Override Customer Details Locations.
2. Melbourne:
   • Delivery: Name and Phone Number
   • Takeaway: Name and Phone Number
3. Sydney:
   • Delivery: Name and Phone Number
   • Takeaway: Only Name
4. Save the settings and refresh the website to confirm configurations.

Final Verification of Customer Detail Configuration

• Confirm the final setup:
  • Melbourne:
    • Delivery: Name and Phone Number
    • Takeaway: Name and Phone Number
  • Sydney:
    • Delivery: Name and Phone Number
    • Takeaway: Only Name
• Test configurations by placing orders for both locations to ensure the
  correct fields are displayed.