Add a customer to a sale in Jovvie Point of Sale

Attaching a customer to a sale lets you record who bought, email them a receipt, and use features that depend on the customer, such as shipping or special pricing. You can search for an existing customer or create a new one right at the register.

Before you start

Sign in to the register. See Open the Jovvie Point of Sale register and sign in.
What you can do depends on the permissions your user account has. An administrator or shop manager decides whether staff can search customers, list them, or only add new ones. If a button on this page, such as View Customers or Add New Customer, is missing, ask them.
Your station (one register in Point of Sale) may require a customer before checkout, or may require more customer fields. See Require a customer or customer fields.

Add an existing customer

In the cart header, tap Add Customer. You can also tap the Customers tile on the home screen.
On the Select customer screen, type in Search Customers. Enter at least three characters of the name, phone, or email. If your user is not allowed to search partial matches, enter the complete name, phone number, or email instead.
Tap the customer in the results.

The register shows Customer added and the customer’s name appears in the cart header.

If you see No customer found, check the spelling or add the customer as new.

If you see Update customer info (require billing email address), the customer has no billing email. Tap the pencil icon beside the customer, add an email, and tap Update & Apply.

If Search Customers does not appear, your user is not allowed to search customers. You can still use Add New Customer.

Browse the customer list

On the Select customer screen, tap View Customers. (This only shows if your user is allowed to list customers.)
Scroll to find the customer. Tap one to select them.
Tap Add.

If the list does not load at all, you see an error message instead of customers, such as Error loading customers. Tap Back, then tap View Customers again, or use search instead.

If some customers loaded but the rest did not, you see Failed to load more customers at the bottom of the list. Tap Retry.

To manage customers in the admin, tap View Admin if it is shown.

Add a new customer

On the Select customer screen, tap Add New Customer.
Enter First Name, Last Name, and Email. These are required.
Under Billing Details, fill in the address fields, such as Address 1, City, Postcode, and State/Country. If the customer has a Tax/VAT ID, choose the type and enter the number. See Add a Tax/VAT number.
Under Shipping Details, leave copy from Billing selected to use the billing address, or clear it to ship to a different address.
If you cleared copy from Billing, enter the shipping address in the fields that appear.
Tap Add & Apply to save the customer and attach them to this sale. Tap Add to save the customer without attaching them.

The register shows Customer added. If the customer cannot be saved, a red message explains why. Fix the field it points to and try again.

Your station may require more fields, such as the full address. See Require a customer or customer fields.

Fill in a complete address if you plan to ship the order. See Add shipping to an order.

Edit a customer

On the Select customer screen, find the customer.
Tap the pencil icon beside them.
Change the details.
Tap Update to save, or Update & Apply to save and attach them to the sale.

The register shows Customer updated.

Remove the customer from the sale

In the cart header, tap the X next to the customer’s name.

The register shows Customer removed from order. The sale continues as a guest sale.

You can add or remove a customer while the order is editable. That includes a new sale and a saved order that has not been paid and still has the status Pending payment, Failed, or a custom status. For any other order, the customer is shown but cannot be changed.

Next step

Take payment: