What the customer rating is?
Customer rating is a score from 1 to 5 stars that you can assign to a customer from your database. It can be used later in loyalty programs or to visually identify important customers.
The rating is stored on the customer profile, so it remains associated with the customer across orders and is synchronized to all devices connected to the same Ebriza account.
How the rating appears on a delivery order
When you open an order from the Deliveries menu, the details area contains the Client tile with the customer's name.
If the customer already has a rating, a star icon with the rating value appears next to the name (for example, ★ 4). If the customer does not have a rating set, no indicator is displayed.
Adding or changing a rating
Open the delivery order from the Deliveries menu.
Long-press the Client tile (the tile displaying the customer's name, address, and phone number).
From the customer actions menu, select:
Add Customer Rating — if the customer does not have a rating yet;
Modify Customer Rating — if a rating is already set.
The option subtitle is „Customer rating (score) for loyalty programs”.
In the modal window, tap the stars to select a score from 1 to 5.
Tap Save.
If the customer already has a rating, an information line is displayed below the stars:
„Updated on <date>, at <time> via <source>”
The source is the POS username of the user who last changed the rating, or „API” if the rating was set through an external integration.
When you select a different star value, this information line disappears and is displayed again after saving the new rating.
Resetting the rating
In the same rating modal, tap the Reset rating button.
The rating is removed and, after saving, the customer returns to the no rating state. The star indicator next to the customer's name in the Client tile disappears.
Notes
The rating is stored on the customer, not on the delivery order. If the same customer has multiple orders, they all display the same rating.
Changing the rating from one delivery order updates it across all other orders belonging to the same customer and on all devices connected to the account.
The rating can also be set through the API. In this case, the source displayed in the „Updated ... via ...” line is API.
Tags: [customer rating, loyalty, client score, delivery, POS NEXT]