Disclaimer: This article is for Lunchbox 2.0 customers only. If your dashboard header looks the same as below, you are in the right place:

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Customer Lookup Overview

The Customer Ordering tab is pre-selected as the default Call Center Home Page. This is the tab you will use to place an order for a customer that calls in. From the Customer Ordering tab, you are able to look up customers to place orders, edit scheduled orders, retrieve past orders, and more.

Table of Contents

Customer Lookup

After navigating to the Customer Ordering tab of the Call Center, it’s time to perform a Customer Lookup:

Step 1: See if the customer is already registered in the system. You can lookup the customer by entering any of the following information:

• Phone Number

• Email Address

• Fax Number

• First Name

• Last Name

• Company Name

• Order ID

Step 2: Click Search:

Step 3: Registration…

• If the customer is already registered:

  • The information will show below the search fields

  • Click Start Order next to their name to begin the order

Step 4: Phone Number Verification…

If you need to manually verify a user for any reason this can be done by…

• Clicking the Edit Button under the Actions column

• and check off the verified checkbox below the phone number field. Click Save Changes Button and this will set the user to phone verified.

• If the customer is not registered:

  • Click the Register button

• Enter the customer’s information into the appropriate fields

  • Click Save Changes. This will automatically register the customer and take you to the Start Order Page.

  • Phone Number - Customer Phone Number

  • Verified? - Has their phone number been verified? This is required to place orders online.

  • Email - Customer Email Address

  • Verified? - Has their email been verified?

  • Fax - Typically used for businesses

  • First Name

  • Last Name

  • Company Name - Name of the Company this person works for.

  • Tax Exempt - This marks a user as tax exempt. These laws and regulations may vary state to state on what allows a user to be set with this status.

  • Tax Exempt ID

  • Tax Exempt Expiration

  • Tax Certificate

  • Upload Certificate - Upload file

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