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Customer Information Settings ​

Overview ​

Customer information settings control what information is collected from customers during checkout.

Key Purpose: Configure required customer fields at checkout.

Purpose ​

This page lets you configure what customer identification and contact information fields are collected during checkout on online ordering.

Key Concepts ​

  • Full Name Format: Controls whether the checkout form shows two fields (First Name + Last Name) or a single First Name field — options are first_last_name or first_name
  • Contact Details: Controls which contact fields appear at checkout — options are phone_email (both phone and email) or email (email only)
  • Per-Location Setting: Customer info settings are stored per location as part of the online ordering configuration, not globally
  • Online Ordering Only: These settings only affect the online ordering checkout form — kiosk and QR ordering have their own customer information handling
  • Required Fields: Both settings are required when saving online ordering configuration — the backend validates them as enum values

Actions ​

Configure Full Name Format ​

Navigate to Pickup & Delivery → Online Ordering, scroll to the Customer Information section. Select either "First & Last Name" (two separate fields) or "First Name" (single field) via radio buttons.

Configure Contact Details ​

In the same section, select either "Phone & Email" (both collected) or "Email only" (no phone field) via radio buttons.

Save Settings ​

Settings are saved as part of the overall online ordering form submission. Click Save to apply changes — they take effect immediately on the online ordering checkout form for that location.

Business Rules ​

  • Default full name format is first_last_name (First & Last Name); default contact details is phone_email (Phone & Email)
  • Both settings are required — validation fails if neither option is selected
  • There is no "Phone Only" option — the only contact detail choices are "Phone & Email" or "Email Only"
  • There is no "Full Name" single-field option — the choices are "First & Last Name" (two fields) or "First Name" (one field, first name only)
  • Changes take effect immediately on the online ordering checkout form for that location after saving

Location ​

  • Backoffice Route: /pickup-and-delivery/online-ordering
  • Backend Controller: app/Http/Controllers/Api/OnlineOrderingController.php

Fields ​

Full Name Format ​

PropertyValue
Field IDcustomer_information_full_name
LabelName Format
TypeSelect
OptionsFirst & Last Name, Full Name
DefaultFirst & Last Name

Description: How to collect customer name.

Options:

  • First & Last Name: Separate fields for first and last name
  • Full Name: Single field for full name

Contact Details ​

PropertyValue
Field IDcustomer_information_contact_details
LabelContact Details
TypeSelect
OptionsPhone & Email, Phone Only, Email Only
DefaultPhone & Email

Description: What contact information to collect.

Options:

  • Phone & Email: Both required
  • Phone Only: Only phone number
  • Email Only: Only email address

Checkout Form Fields ​

First Name ​

PropertyValue
Field IDfirst_name
LabelFirst Name
TypeText
RequiredYes
Shown WhenFull Name = First & Last Name

Last Name ​

PropertyValue
Field IDlast_name
LabelLast Name
TypeText
RequiredYes
Shown WhenFull Name = First & Last Name

Full Name ​

PropertyValue
Field IDfull_name
LabelFull Name
TypeText
RequiredYes
Shown WhenFull Name = Full Name

Email ​

PropertyValue
Field IDemail
LabelEmail
TypeEmail
RequiredBased on setting
ValidationValid email format

Phone ​

PropertyValue
Field IDphone
LabelPhone Number
TypePhone
RequiredBased on setting
ValidationValid phone format

Business Logic ​

Form Generation ​

Load checkout form
    │
    ▼
Name format setting?
├── First & Last Name → Show first_name + last_name fields
└── Full Name → Show single full_name field
    │
    ▼
Contact details setting?
├── Phone & Email → Show both, both required
├── Phone Only → Show phone only, required
└── Email Only → Show email only, required

Validation ​

Customer submits form
    │
    ▼
Validate required fields
    │
    ▼
Validate formats:
├── Email: valid@email.com format
└── Phone: +XX XXX XXX XXX format
    │
    ▼
All valid?
├── Yes → Continue to payment
└── No → Show errors

Customer Impact ​

Online Ordering ​

  • Checkout form fields based on settings
  • Clear required field indicators
  • Format validation
  • Error messages

Kiosk ​

  • Same field configuration
  • Touch-friendly input
  • On-screen keyboard

Relations ​

Depends On ​

  • Locations: Settings per location

Affects ​

  • Transactions: Customer data stored
  • Notifications: Contact for notifications
  • Customers: Customer records

Examples ​

First & Last Name with Phone & Email ​

json
{
  "customer_information_full_name": "First & Last Name",
  "customer_information_contact_details": "Phone & Email"
}

Form Fields:

  • First Name (required)
  • Last Name (required)
  • Email (required)
  • Phone (required)

Full Name with Phone Only ​

json
{
  "customer_information_full_name": "Full Name",
  "customer_information_contact_details": "Phone Only"
}

Form Fields:

  • Full Name (required)
  • Phone (required)

Checkout Form UI ​

╔═══════════════════════════════════════╗
║         Customer Information          ║
╠═══════════════════════════════════════╣
║                                       ║
║  First Name *                         ║
║  ┌─────────────────────────────────┐ ║
║  │ John                            │ ║
║  └─────────────────────────────────┘ ║
║                                       ║
║  Last Name *                          ║
║  ┌─────────────────────────────────┐ ║
║  │ Doe                             │ ║
║  └─────────────────────────────────┘ ║
║                                       ║
║  Email *                              ║
║  ┌─────────────────────────────────┐ ║
║  │ john@example.com                │ ║
║  └─────────────────────────────────┘ ║
║                                       ║
║  Phone *                              ║
║  ┌─────────────────────────────────┐ ║
║  │ +32 123 456 789                 │ ║
║  └─────────────────────────────────┘ ║
║                                       ║
╚═══════════════════════════════════════╝

FAQs ​

  • "Can I collect only a phone number without an email?" No. The available contact options are "Phone & Email" or "Email Only." There is no "Phone Only" option in the backend enum.
  • "What does the 'First Name' option actually show at checkout?" It shows a single first name input field. The customer's last name is not collected. This is useful for quick-service restaurants where full names are unnecessary.
  • "Are these settings per-location or global?" Per-location. Each location has its own online ordering settings including customer info configuration.
  • "Can the customer info fields be made optional at checkout?" No. When a contact detail type is selected, the corresponding fields are required at checkout. There is no optional mode.
  • "Where are these settings stored?" Inside the online_ordering_setting JSON document on the Location model in MongoDB, alongside other online ordering fields like delivery settings and idle timeout.

Troubleshooting ​

  • Checkout showing wrong fields → Verify the correct options are selected in Pickup & Delivery → Online Ordering → Customer Information. Changes apply immediately after saving.
  • Validation error when saving → Both Full Name Format and Contact Details must have a selection. Ensure a radio button is selected for each setting.
  • Settings not applying to kiosk → Customer info settings only affect online ordering checkout. Kiosk customer information is handled separately.