Sale | Manage Sale orders

Key Highlights

  • POS Online provides page to list all recorded Sales Orders of your coffee shop/restaurant.
  • Manage Sales Orders is how you track & check sales orders of your coffee shop/restaurant to follow up with sale operation or address issues when happen.
  • Sale Orders page does not display sales orders have been deleted in Sale Orders page.
  • Only accounts having the "Sales Orders" role in the "Sale" section can access Sales Orders page.
  • Only accounts having the "Sales Orders" belong with "Delete" role in the "Sale" section can access Sales Orders page belong with Delete/Update Sales Orders.

Manage Sales Orders

Open "Sale" menu and Select "Sale orders" and follow the below guide to manage sales orders.

Step 1: Select Timming

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Select "Day" if you want to display Sales Orders on a specific day. The system will automatically display all sales orders of the current day, click again to select another day you want to generate sales orders.

Manage Sale Order 1

Select "Week" if you want to display Sales Orders in a specific week. The system will automatically display sales orders of the current week. You can click again to select another week (in the list of latest 12 weeks) you want to generate sales orders.

Manage Sale Order 2

Select "Month" if you want to display Sales Orders in a specific month. The system will automatically display sales orders of the current month. You can click again to select another month (in the list of latest 12 months) you want to generate sales orders.

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You can also click on (*) to select another specific custom day range and time range you want to generate sales orders.

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Step 2: Search for Sales Orders

If you want to search for specific sales orders based on Sales Order ID (#), Product (in sale order), Account (create sales order), Tag (in sale order); click on (*) and input search keywords you want to search for in search box. Then click on "Submit".

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The search results will be displayed in the Sales Orders page.

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Step 3: Manage Statuses of Sales Orders

There are three statuses of sales orders you pay attention:

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  • (1): sales order in the queue of point-of-sale has been deleted. In more details, this sale order has been created and added into the queue, but then it has been deleted for some specific reason. You can click on this sale order to view details and deletion reason for this sales order.

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  • (2): sales order in the queue of point-of-sale has products for sale that have been deleted. In more details, this sale order has been created and added into the queue, but then some products of this sales order have been deleted for some specific reason. You can click on this sale order to view details, deleted products, and deletion reason for this sales order.

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  • (3): sales order in the queue of point-of-sale has been merged into another sales order. In more details, this sale order has been created and added into the queue, but it has been merged into another sales order (this is the merging table). You can click on this sale order to view detail and sales orders id that this sales order has been merged into.

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Step 4: Update Sales Orders

With sales orders have been finished and removed from the queue in point-of-sale, you can delete, print customer bills or update information.

Click on "Print bill" if you want to print customer bills for sales order.

Click on "Delete" if you want to delete sales orders. Notes: the system will update the inventory data by increasing products for purchase, which are relevant to products for sale in the deleted sale orders.

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Click on "Update" if you want to update sales order information. You can update the transaction date, customer segmentation information, sales tag, and payment method.

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