# Find and review customers

Customers supports branch-scoped search and detail review for customer identity, contact, Khata, loyalty, and order use. Open Customers, search using the available customer fields, and open the correct customer. Collect only necessary customer data and verify consent, identity, credit, and loyalty context before saving or charging.

Canonical URL: https://admin.tajergo.ae/help/articles/pos/customers-list/
Article ID: pos-customers-list
Surface: POS
Category: Customers
Last reviewed: 2026-09-06

## Before you start

- An authenticated POS session assigned to the intended branch.
- The correct customer record or minimum details needed to create one are available.

## Steps

1. Open Customers.
2. Search using the available customer fields.
3. Open the correct customer.
4. Review the record before linking it to an order.

## Expected result

Search returns the intended branch-accessible customer without exposing unrelated customer records. Do not create a duplicate customer or repeat a balance-changing action while the first result is uncertain.

## Permissions

- Customer access follows the assigned customer capability; Khata, loyalty, consent, and editing controls require their corresponding permission and branch context.

## Troubleshooting

### When staff open Customers, POS blocks progress before they can search using the available customer fields.

A safe retry starts by confirming: An authenticated POS session assigned to the intended branch. The correct customer record or minimum details needed to create one are available. Reopen /customers once and read the exact validation or configuration message. If the control remains unavailable, stop and give Support the safe customer reference, branch, affected field/balance, status, and time; remove unnecessary customer data. Capture the displayed state produced when staff open Customers.

### The profile, consent, Khata, loyalty, or linked-order state does not match one customer after the final checkpoint: Review the record before linking it to an order.

Compare the selected profile, contact identifier, consent, Khata balance, loyalty state, and linked order. Search for the customer again before retrying; do not create a duplicate profile or repeat an unresolved balance action. Do not repeat the action if the records conflict; ask Support to review the safe customer reference, branch, affected field/balance, status, and time; remove unnecessary customer data. Check the saved state after staff review the record before linking it to an order.

## Related articles

- [Create or edit a customer](https://admin.tajergo.ae/help/articles/pos/customer-create-edit.md)
- [Record customer consent and guardian confirmation](https://admin.tajergo.ae/help/articles/pos/customer-consent-minors.md)
- [Review customer Khata and loyalty context](https://admin.tajergo.ae/help/articles/pos/customer-khata-loyalty.md)