In this document, it will be explained how to prepare special menus for customers.

1. Adding Custom Field and Customer Information

1.1. Adding Custom Field

Main Menu > Manage > Entities > Entity Types > Customers > Custom Fields Section > here click on Add Custom Field and configure settings as shown in below image.

After completing necessary editings, click on Save button.

 

1.2. Adding Customer Information

Main Menu > Manage > Entities > Entities > here, double click on name of related customer and select Related Menu and Customer Code information.

 

After completing necessary editings, click on Save button.

 

IMPORTANT NOTE:

In the example, Customer Code starts with letter A in order to make the related Rule work properly. You can select that according to your wish but you have to use the same phrase in the Custom Constraint section of related rule.

 

2. Adding Actions

2.1. Change Menu Action

Main Menu > Manage > Automation > Actions > here click on Add Action.

Action Name: SP-Change Menu

Action Type: Change Screen Menu

Parameters:

Screen Menu Name: [:Menu Name]

After completing necessary editings, click on Save button.

 

2.2. Refresh Ticket Action

Main Menu > Manage > Automation > Actions > here click on Add Action.

Action Name: SP-Refresh Ticket

Action Type: Display Ticket

After completing necessary editings, click on Save button.

 

2.3. Select Customer Action

Main Menu > Manage > Automation > Actions > here click on Add Action.

Action Name: SM-Select Customer

Action Type: Change Ticket Entity

Parameters:

Can Creat Ticket: True

Entity Type Name: Customers

Entity Search Value: [:Numberpad]

After completing necessary editings, click on Save button.

 

3. Adding Rules

3.1. Selecting Customer Rule

Main Menu > Manage > Automation > Rules > here click on Add Rule.

Rule Name: SM-Customer Selected

Event Name: Ticket Entity Changed

Execute rule If: Matches

Actions:

Action-1: Change Entity State (Already existing action)

Status: {ENTITY DATA:Customers:Name}

Action-2: SM-Refresh Ticket

Action-3: SM-Change Menu

Menu Name: {ENTITY DATA:Customers:Menu}

After completing necessary editings, click on Save button.

 

3.2. Search Customer Rule

Main Menu > Manage > Automation > Rules > here click on Add Rule.

Rule Name: SM-Search Customer

Event Name: Numberpad Value Entered

Execute Rule If: Matches

Add Custom Constraint:

Numberpad Value|Starts|A

Actions:

Action-1: SM-Select Customer

Numberpad: [:NumberpadValue]

After completing necessary editings, click on Save button.