⬜ Customer Management & Payment Methods in Aurest

This section covers cards for defining customer data, available payment methods, and delivery partners—streamlining financial operations and customer service. All settings are managed via the Entries menu in Aurest.

1️⃣ Customer Card

⮞ What is it?
The Customer Card stores client details and links them to invoices and delivery orders.

⮞ Benefits:

• Assign discounts or special offers to individual customers

• Save contact and address details for seamless delivery

• Enable customer-based reporting

⮞ How to add a new customer:

1. Navigate to Entries → Customer Card

2. Click New

3. Fill in the fields:

   • Name (e.g., Ahmed Mohamed)

   • Email (optional)

   • Mobile/Phone Number

   • Country – City – District – Street – ZIP Code

   • Discount Rate (%)

   • Enable Discount? (toggle)

   • Corporate Account? (toggle)

   • Commercial Registration No.

   • Notes (optional)

   • Active? (toggle)

4. Click Save

✳ The customer will now be automatically linked to their invoices and orders.

2️⃣ Payment Method Card

⮞ What is it?
The Payment Method Card defines which payment options appear in the checkout screen.

⮞ Benefits:

• Customize names and types (Cash, Card, Wallet, etc.)

• Integrate payment data into accounting reports

• Enable or disable methods as needed

⮞ How to add a new payment method:

1. Navigate to Entries → Payment Method Card

2. Click New

3. Fill in the fields:

   • Name (e.g., “Cash” or “Card”)

   • Type (Cash – Electronic – QR, etc.)

   • Exchange Rate (if applicable)

   • Active? (toggle)

   • Use for Table Reservations? (toggle)

   • Notes (optional)

4. Click Save

✳ Cashiers will be able to select this option at checkout.

3️⃣ Delivery Apps Card

⮞ What is it?
The Delivery App Card links Aurest with external courier platforms (Talabat, Careem, Jahez, etc.).

⮞ Benefits:

• Configure the commission rate for each partner

• Simplify management of orders from third-party apps

⮞ How to add a new delivery app:

1. Navigate to Entries → Delivery Apps Card

2. Click New

3. Fill in the fields:

   • Name (e.g., “Talabat”)

   • Commission Rate (%)

   • Active? (toggle)

   • Notes (optional)

4. Click Save

✳ Use this card in the Orders – Apps screen to associate orders with the selected partner.

✨ Goal of these settings

• Structure and link customer data automatically with financial transactions

• Offer flexible, diverse payment options at the point of sale

• Seamlessly integrate external delivery services for a complete customer experience