Set up order workflow buttons in Jovvie Point of Sale

Add Jovvie Point of Sale workflow buttons that save the current cart as an order without taking payment. The saved order gets the status you choose. These buttons are useful for things like tabs, holds, or orders that are paid later. Each station has its own buttons.

Before you start

• You need to be an administrator or shop manager.
• The order statuses come from your store, so custom order statuses can be used here.

Add or change workflow buttons

1. In your dashboard, go to POS > Stations.
2. Find the station and click Edit Station.
3. Open the Cart tab.
4. Find Workflow Action Buttons.
5. In Button Label, enter the text staff will see on the button.
6. In Order Status, choose the status the saved order gets.
7. Click Add Row to add another button, or Remove to delete one.
8. Click Save.

By default there is one button, Save Order, which saves the order as pending payment. Rows with an empty label are dropped when you save. If you remove every button, the default Save Order button comes back.

Where staff find the buttons

Staff open the cart “…” menu, where the buttons appear in a row. If you do not see them, check that Save Order (workflow) is set to show for the station. See Show or hide register buttons.

When staff click a button, the register saves the order and shows a message with the button name followed by “saved”.

Note

A workflow button saves the order but does not take payment. Staff finish payment later. See Save an order and finish it later.

Choose what happens after an order is saved

1. On the Cart tab, find After an order is saved.
2. Choose one:
   • Keep order in cart (the default): the saved order stays in the cart so staff can keep working on it.
   • Clear cart and start new order: the cart is emptied and a new order begins.
   • Ask each time: an Order workflow window asks staff to choose Keep in cart or Clear Cart.
3. Click Save.

Related pages

• Choose the status tabs in the order list
• Save an order and finish it later