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How does simpleERB match a customer for auto fill use in the data base.
How does simpleERB match a customer for auto fill use in the data base.

The order that simpleERB checks against the customer database to produce a result for auto fill.

C
Written by Chelsea
Updated over a week ago

When the user has started typing, after a short time a lookup is issued to the sERB server.

The information is pulled from your restaurant customer database in the following sequence,
​
Customer Name
Mobile
Home
Work
Email

Customer Name (No other fields)
​
It starts off with the Customer Name, then splits the customer name into a First Name and a Surname field, for example entering Jack Jones, it identifies Jack as first name and Jones as surname.

simpleERB then looks up all customers that have a surname beginning with the first letter of the surname, ie J

For those results we compare the first name as a ranking % matching against the first name – we also perform a compare the surname as a ranking % matching against the surname provided.

We then rank those as a percentage as a probability matching of what was found vs the first name specified.

If the results are nil, we perform a reverse lookup.

We then do the above search comparison but based upon the surname as a ranking %

For any results that are returned, they are then ranked with the original ranking with string matching of mobile, home, work, email fields.

The ranking process is done in descending order, so 100% down to 60% for example


​Home/Mobile/Phone (without customer name / email)
​
If the user starts typing in a telephone number, sERB will perform a matching of that phone number against what is stored.

We then rank those as a percentage as a probability matching what was found against what was specified.

For any results that are returned, they are then ranked with the original ranking with string matching of mobile, home, work, email fields.

The ranking process is done in descending order, so 100% down to 60% for example


​Email (without customer name/home/mobile/phone)
​
If the user starts typing in an email address, sERB will perform a matching of that email address against what is stored.

We then rank those as a percentage as a probability matching what was found against what was specified.

For any results that are returned, they are then ranked with the original ranking with string matching of mobile, home, work, email fields.

The ranking process is done in descending order, so 100% down to 60% for example

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