Customer Management
Restaurants
How do I add a QR code to the guest’s receipt?
Open the left navigation menu and select Settings as shown in the screenshot.
The list of configuratins will open. Tap the Core POS on the left navigation.
Go to the Basic Configuration, type QR in the search bar, and turn ON the switch in front of Enable QR Payment on Receipt.
Now print a test receipt, it should have a QR code for payment at the bottom.
For more information you may contact our support staff.
How do I add a customer from the backend portal?
Login to the Vivid backend portal.
Enter your login credentials like User Id and the password. Click on Submit to proceed to the portal. Once you are logged in, click on the left navigation bar.
If you wish to mark the customer as Tax-exempt, then Tax-Exempt should be enabled as seen in the screenshot. Click on Save to proceed.
How do I add a customer from the POS?
Login into the Vivid POS using your email address and password.
Tap on Customer on the left navugation as shown in the screenshot.
Click the ➕ icon on the Customer Management screen.
On the Add Customer window, enter the customer details – phone number, name, email, etc and then click Add on the top right-hand side of the screen.
How to start order for the existing customer from the POS?
Login into the Vivid POS using your email address and password. Tap on the left navigation bar.
Tap on the Customer. A new window will appear as Customer Management. Select the customer from the left-hand side column.
To start the order for the customer tap on the Start Order button.
Now select the Service Area where you want to start the order.
How to accept deposits from an existing customer?
Open the left navigation, tap Customers on the list.
Click the Take a Deposit button as seen in the screenshot.
Now the Deposit Information popup window will appear.
Enter the event information, select the time and date, enter the type of event, enter the deposit amount, and tap on Continue to proceed.
On the day of the event, the customer will be able to redeem the deposit amount. To redeem the deposit amount, you have to start the order by tapping on the customer name under Customer Management on the POS and redeem the deposit amount at the payment as seen in the screenshot.
How to view a customer’s previous orders?
Login into the Vivid POS using your email address and password. Tap on the left navigation bar and select the Customers tab.
Click Previous Orders button at the bottom right of the Customer Management screen.
The list of orders that the customer has ordered in the past will appear.
If the customer orders the same items again, you can repeat it with a single click by tapping on the Reorder button adjacent to that order.
How to mark a guest as Tax-Exempt from the portal?
Login to the Vivid backend portal. Click the left navigation bar and click Customers on the list.
A new window will open, go to the Overview tab.
Hover your cursor over the Disabled tab under Tax Exempt, it will reveal the 
icon. Click over it.
Now the toggle switch will appear, turn it on and click ✔️ beneath it. Once done, the Updated Successfully message will flash on the screen.
How to mark a guest as Tax-Exempt from the POS app?
Oftentimes, when a guest requests Tax-Exempt Status you may not have quick access to your Vivid Portal. If already logged into the POS, these simple steps will help you to mark a customer as Tax – Exempt right from your Vivid POS Terminal.
Open the Vivid POS app. Click the left navigation button and click Customer.
On the right side of the screen, scroll down and turn on the switch in front of Enable Tax Exempt.
To verify if Tax Exempt status has been updated, check the ledger and see the tax on items will be $0.00.
