Require a customer or customer fields in Jovvie Point of Sale

Choose whether Jovvie Point of Sale requires a customer before checkout or requires all customer details when staff add a customer. You can set two customer rules for each station. One makes staff add a customer to every order before they check out. The other makes staff fill in all the customer details when they add a new customer.

For how staff add customers, see Add a customer to a sale.

Before you start

• You need to be an administrator or shop manager.

Set the rules

1. In your dashboard, go to POS > Stations.
2. Find the station and click Edit Station.
3. Open the Cart tab.
4. Find Customer.
5. Select the rules you want:
   • All Customer Fields are Required to Add a Customer
   • Customer is Required to be Added to the Order for Checkout
6. Click Save.

Both rules are off by default.

What each rule does

All Customer Fields are Required to Add a Customer

When this is on, the customer form requires more details before staff can add a customer. These include first name, last name, address line 1, city, postcode, state or country, and phone, for the billing details and, unless staff copy them from billing, the shipping details.

When it is off, the form requires only the essentials: first name, last name, and email. The other fields still show, but staff can leave them blank.

Customer is Required to be Added to the Order for Checkout

When this is on and staff try to check out without a customer, the register stops and shows Add Customer to Proceed to Checkout. Staff add a customer and try again.

Tip

Turn this on if you need a customer on every order, for example to send receipts or to use Points and Rewards.