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Customers

Customers are a very important part of the JOVA POS system. This page is used to manage customer data related to transactions and sales.

This page allows users to add, edit, and delete customer data easily.

Customer Management Purpose​

Customer management aims to:

  1. Store customer contact information needed for transactions.
  2. Make it easier for business owners to market and promote to customers.
  3. Monitor customer transaction history for further analysis.

Customer Page View​

Customer Page

Customer Page Sections​

1. Customer List​

In this section, you can view the list of existing customers. Each customer has information such as name, email, phone number, and address.

Customer List

Customer List Functions:

  • Display all registered customers
  • Easy customer search by name
  • Quick access to each customer's details

2. Adding a Customer​

To add a new customer, click the Add button located in the top right corner of the page. Fill in the customer data such as:

  • Name (Required): The customer's full name
  • Email (Optional): The customer's email address
  • Phone (Optional): The customer's phone number
  • Address (Optional): The customer's home address
Add Customer Customer Form

Add button function:

  • Add new customer data to the system

3. Editing a Customer​

To edit existing customer data, click the Edit icon next to the customer's name. You can change data such as name, email, phone, and address.

Edit Customer Edit Customer Form

Edit button function:

  • Modify existing customer data in the system

4. Deleting a Customer​

To delete a customer, click the Delete icon next to the customer's name. The deleted customer will be removed from the customer list.

Delete Customer

Delete button function:

  • Remove a customer from the system

Guide to Using Customer Features​

Adding a New Customer​

  1. Click Add on the customer list
  2. Fill in all required customer information
  3. Click Save to save the customer data

Editing Customer Data​

  1. Select the customer to edit
  2. Click the Edit icon
  3. Change the desired information
  4. Click Save to update the data

Deleting a Customer​

  1. Select the customer to delete
  2. Click the Delete icon
  3. Confirm the deletion

Access Rights by Role​

The customer page display may differ based on the user role:

User RoleAccess Rights
AdminFull access to all customer data
CashierCan only view customer list and transaction-related data
OwnerFull access with ability to add and edit customers

Customer Management Flow​

Login
  ↓
Customer Page
  ↓
Select Customer
  ↓
Add / Edit / Delete Customer
  ↓
Save Data
  ↓
Return to Customer List