01

How to create a new customer

Follow the steps below to create a new customer in your data base:

First, put your cursor in the search bar and type in the customer name.

If nothing populates, click on ‘Add Customer’ and that will take you to the customer sign up page.

Fill in all required information (required information will be indicated by an *) then click sign up. This will take you to the customer account and you can create an order for that customer.

02

How to search for a customer

To search for a customer you can search by Last Name, First Name, Phone Number, Email, Address, ticket number or heatseal number in the search box at the top for the screen. As you add more characters to the search, the more your customer database will filter.

If there is a lot of customers with the same name you can press “Enter” to show more customers.

03

How to add a customer to a route

This guide explains how to put a customer on a route.

1. Open the customer’s account.

2. Click on the customer’s address to open the route settings.

3. Select a delivery type. All options are explained below.

• Route Approval Pending: This setting is used for when you’re not sure which route the customer should be on and you want to use the Route Manager to determine the best fit.
• Route Regular: This setting will automatically schedule the customer every day the route runs.
• Address Undeliverable: Select this when the customer is in an area that you do not service.
• Will Call: Customer’s with this setting need to call in or schedule pickups online to show on the drivers manifest. When their orders are ready they will automatically appear on the drivers manifest for the next available delivery day. Otherwise, they will never be on the manifest.
• Regular by Appointment: This setting is for customers that should be scheduled on the route for specific days or times. A Tuesday only customer on a Tuesday – Friday route is a good example of this. Another use case for this setting is a customer on a Tuesday – Friday route that can only have pickups and deliveries between 10 am and 12 pm.
• Delivered with Master Account: This setting is for groups of customers that get all their orders delivered to the same location. This will make the orders for the customer show up inside the master account stop on the manifest.
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4. Select the customer’s route.

5. Add any other information necessary and click save.
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04

How to schedule a pick up/delivery

1. Go to the customer’s profile and click on the ‘Pick-Up’ tab

2. Click on ‘New One-Time Stop’

3. Make sure that the correct Day, Time, and Route are selected; as well as any additional notes before hitting ‘Create Stop’.

05

How to make a payment

There are multiple ways that a customer can pay for their order in SMRT. The most common include cash payment, check payment, and credit card payment. When an employee is on the payment screen, the options specific to your business are listed on the right hand side of the screen.

Credit Card Payment

For a credit card payment through the Stripe Terminal, which is often the default selection on the payment screen, confirm the amount to be paid with the customer and select the ‘Pay’ button. After the ‘Pay’ button has been selected the customer will be prompted to tap, swipe, or insert their card into the Stripe Terminal.

If you are not using our integrated payment system, Stripe, and a customer wants to pay with a credit card, select the ‘Card Offline’ option (often the default selection on the payment screen), have the customer run their credit card on the external terminal and then click the ‘Pay’ button so SMRT will have a record that a payment has been taken.

Check Payment

For a check payment, confirm the amount due with the customer, select the ‘Check’ button, enter the check number (this is optional but recommended), then click the ‘Pay’ button.

Cash Payment

For a cash payment, confirm the amount due with the customer, select the ‘Cash’ button, use the mouse or the keyboard to enter the amount of cash taken from the customer, then click the ‘Pay’ button.

*After payment has been taken, there will be a pop up screen where the employee can select a receipt type. The options for receipts include ‘Print’ (this will print a receipt for the customer), ‘Close’ (no receipt will print or be sent to the customer), ‘Text Receipt’ (this will text a receipt to the customer), and ‘Email Receipt’ (this will email the receipt to the customer). The options for text and email are only available if the customer has the necessary information in their profile.

06

How to search for an item

If an item is missing a barcode and you want to look it up, or if you need to search for a particular item based on information like brand, color, fabric, etc. follow the steps below.

1. Click on the magnifying glass in the search box.
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2. Click on the ‘Search Items’ button.
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3. Enter the details of the item are searching for. It is recommended to start with the brand information, or brand and color*.

*Being vague when searching for an item is often more effective than including all the details of the item. However, when brand and color return a lot of results, adding more specifics will help you narrow down your search.