Link or clear a customer on an order
Customer search adds a customer context to the current cart for receipts, Khata, loyalty, and history where enabled. Open customer search, search by the available customer details, and select the correct record and verify the displayed customer. Review the final cart, customer, service mode, price, tax, notes, and stock state before checkout.
Before you start
- An authenticated POS session for the intended branch.
- The current branch menu and register configuration have finished loading.
Steps
- Open customer search.
- Search by the available customer details.
- Select the correct record and verify the displayed customer.
- Clear the customer to return to a walk-in order if needed.
Expected result
The intended customer is visibly linked to the current cart, or the cart returns to walk-in state when cleared. Keep the cart open and do not add the item again while its line state is uncertain.
Permissions
- Register use requires POS access for the active branch; catalog, configuration, and stock corrections remain restricted to an authorized manager.
Troubleshooting
The workflow stops while staff open customer search, before they can search by the available customer details.
First confirm the following access and record state: An authenticated POS session for the intended branch. The current branch menu and register configuration have finished loading. Return to /billing without changing user, branch, or record. Try the blocked step once; if it remains unavailable, stop and provide Support the safe cart reference, product or SKU, branch, line state, and time. Keep evidence of the result when staff open customer search.
The cart or register does not reflect the requested item change after the final checkpoint: Clear the customer to return to a walk-in order if needed.
Inspect the affected cart line, quantity, unit, modifiers, price, stock, customer, and service mode. Retry once only when the cart proves the change was not already applied and menu and stock data are current. An unresolved mismatch needs Support review with the safe cart reference, product or SKU, branch, line state, and time. Before another attempt, establish whether staff could clear the customer to return to a walk-in order if needed.
Related articles
Browse the menu, select categories, or use register search to find a sellable item.Add a product by barcode
A connected scanner can send a barcode as keyboard input; TajerGo adds the matching product or reports that no product matches.Choose a product variant
Products with variants require a specific sellable option before they enter the cart.Add modifiers and item choices
Use the product configuration presented by the register to select required or optional modifiers before adding the item.
Open in TajerGo
Sign in with the appropriate role and confirm your Business Account and branch before continuing.
Read as Markdown · Guidance for support agents
Last reviewed 2026-09-06 · Send documentation feedback