Setting Up Suite Owners

1. Click Owners, and then click Owners.
2. Click New, and then enter the following details:

   • Lookup description: Enter a lookup description. This is the name that appears for the owner on Suites checks at the POS client.

   • Company: Enter the company name.

   • (Optional) Prefix: Enter the prefix.

   • Last Name: Enter the owner’s surname.

   • First Name: Enter the owner’s first name.

   • (Optional) PIN: Enter the personal identification number.

3. On the General tab, select the Default Delivery Time and the Default Menu Level.
4. (Optional) Configure the following owner settings:

   • Account Number: Enter the suites account number for the owner.

   • Account Type: Select the owner account type.

   • Allow Ordering: Select Yes if the owner can place orders prior to an event.

   • Guest Account: Select Yes if the owner is a suite guest and not a suite owner.

   • Allow Export: Select Yes if Suites users can export owner information.

   • Master Account: Select Yes if this is the master account for a company that has multiple Suite accounts.

5. (Optional) Select the Default Payment Type.
6. (Optional) If you selected Credit Card as the Default Payment Type:
   1. Click the Edit button adjacent to the Credit Card Number field, and then enter the credit card number.
   2. Click the Edit button adjacent to the Expiration Date field, and then enter the credit card expiration date.
7. (Optional) Click the Contacts tab, and then enter the owner’s contact details.
8. (Optional) Click the Billing Address tab, and then enter the owner’s billing address.
9. (Optional) Click the Mailing Address tab, and then enter owner’s mailing address.
10. (Optional) Click the Notes tab, and then enter additional details.
11. (Optional) Click the Suites tab, and then assign the owner to suites. See Assigning an Owner to Suites for instructions.
12. (Optional) Click the Seats tab, and then assign the owner to seats. See Assigning an Owner to Seats for instructions.
13. Click Save.