Save a Jovvie Point of Sale order and finish it later

In the Jovvie Point of Sale register, you can save the items in the cart as an order without taking payment. You or other staff can then come back to the order later, edit it, and check out.

A saved order has not been paid. Saving it does not charge the customer.

Before you start

• Add the products to the cart. See Find and add products.
• Add a customer if you want the saved order to show who it is for. See Add a customer to a sale.

Save the order

1. In the cart, click the three-dot button at the bottom left.

2. Click Save Order.

   A message confirms that the order was saved. It starts with the name of the button you clicked.

The order is saved with the Pending payment status. It appears in the Orders panel, where it shows how long ago it was saved.

An administrator or shop manager can rename this button, add more buttons, and choose the status each one sets. For example, a second button can save an order as On hold. See Set up order workflow buttons. If your station has more than one button, they are listed together in the same menu.

What happens to the cart after you save

Each station is set to do one of these after a save:

• Keep order in cart: the saved order stays in the cart so you can keep working on it.
• Clear cart and start new order: the cart empties and a new order begins.
• Ask each time: a window titled Order workflow asks what to do. Click Keep in cart to stay on the order, or Clear Cart to start a new one.

Clearing the cart on screen does not delete the saved order. It is still in the Orders panel.

An administrator or shop manager can change this with After an order is saved on the Cart tab of the station.

Finish a saved order

1. Click Orders at the top of the cart. See Find and view orders.

2. Find the order. Use the Pending payment tab, or search.

3. Click the three-dot button at the end of the row.

4. Click Edit Order.

   The order loads into the cart.

5. Change the items, customer, or other details if needed.

6. Click Checkout and take payment as usual. See Take a card payment with a Stripe reader, Take a card payment with an NMI terminal, or Take a cash payment.

You can also open the order’s details and click Edit Order in Station.

When you do not see Edit Order

Edit Order only appears for orders that can still be changed:

• Orders with the Pending payment or Failed status.
• Orders taken at the register that have a custom status you added to your store.

Orders with other statuses, such as Processing or Completed, cannot be edited here. To correct a paid order, see Refund an order in the register.

Caution

If a card payment on an order was interrupted or you are not sure it went through, do not take the payment again yet. Open the order, check its status and notes, and check your Stripe Dashboard or the NMI terminal. Make sure no payment went through and none is still processing before you retry or use another method. If you are not sure, contact Jovvie support.

Cancel a saved order

If the customer does not want the order, set it to Cancelled instead of leaving it as Pending payment. See Change an order’s status.