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OrderPort is excited to announce Clerk Alerts!

Clerk Alerts ensure that tasting room staff are informed of important customer information as soon as they start interacting with a customer.

Add important account notes to a customer's profile and flag the note as an alert for the clerk. When the clerk begins to work with the customer profile in the point of sale, a popup will automatically display the information you have flagged.

Your alerts can be ongoing or one-time tasks. In the image below for example, the clerk is instructed to return a forgotten jacket. Once this is done the clerk can select, ‘Alert Completed,’ and this note will no longer pop up. 

Alerts that are not marked as completed, such as allergy information, wine preferences, etc. will continue to show for clerks interacting with the account. 

For more information regarding OrderPort please contact Rick Belisle at rick@orderport.net.