Sale | POS - Create and update statuses of Sales orders

The below guide will show you steps to create Sales orders.

Notes: Only accounts having the "POS - Point - of - sale" role in the Sale section can create sale orders.

Open "POS" menu and Select "POS"

Step 1: Create new Sale order

Fill below information to create a new Sale order:

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  • Order's name (1): there are 2 options for this information based on the queue set when configuring Sale settings, visit this article: Configuration if you want to review this setting.

  • If your store has the queue and this sale order is the online order: this information is required, you should input the name of the customer in this field.

  • If this sale order is the in-store order: you can ignore this information.

  • Product (2) (required): there are 3 ways for the product selection:

    • Select from the products for sale list (2a).
    • Search and select products in (2b), the search result will be also displayed in (2a).
    • Search and select products in (2c), the search result will be displayed in (2d). Notes: this way is the best suitable choice if you just only use the Tab key when creating sale orders.
  • Price (3): the price will be showed right after you select a product.

  • Change product price (4) (optional): this option is or is not visible that based on the "Change product price" setting when configuring Sale settings, visit this article: Configuration if you want to review this setting.

  • Quantity (5): there are 2 ways to add the quantity of the product:

    • Click on (5a) to increase the quantity of the added products in the sale order.
    • Input the quantity in (5b) after selecting products in (2c). Notes: you can input the integer or decimal number depended on the configuration in the setting page.
  • Discount (6) (optional): input the absolute amount or percentage.

  • Extra (7) (optional): input the absolute amount or percentage.

  • PrePaid (8) (optional): select this option for online orders which have been prepaid and input the absolute prepaid amount.

  • Customer (9): input the customer name or code to search the customer information to apply the rewarded discount and record the loyalty points based on the reward program. Notes: visit this article: Manage Customer Loyalty program for more details.

  • Remark (10) (optional): input other information (delivery information, other information, etc.) to display on the bill.

Once you've completed filling information for the new sale order:

  • For online orders, click on "Add into queue" to add the new sale order into the queue list.

  • For in-store orders:

    • Input payment information: there are 2 payment methods:

      • Cash: input the money customers give for you in (a), the exchange for customers will be displayed in (b).
      • Master/Visa Card: input the card’s number (c).

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    • Click on "Finish and print bill" to print the bill and finish the new sale order or "Finish" to finish the sale order without printing the bill.

  • To clear the recently added information, click on "Reset".

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Step 2: Manage online Sale orders in queue list

For online sale orders in the queue list, you can cancel the order, increase/decrease the number of current products, add/remove products. The below guide will show you steps to do these.

  • There are 2 kinds of sale order's statuses in the queue list. These statuses are used to quickly show at what stage of the order process the sale order is at:

    • Red: there is an order in progress and waiting for the delivery.
    • Blue: the sale order's receipt has been printed and on delivery. The payment has not yet been processed.

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  • Increase the number of current products or add new products: select the sale order in the queue list you want to update:

    • Click on "+" of the product you want to increase the quantity.
    • Search and select the product you want to add to the sale order.
    • Once you've completed, click on "Save" to update the sale order or "Cancel" to clear the recently added information.

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  • Decrease the number of current products or remove current products: select the sale order in the queue list you want to update:

    • Click on "ICON" to remove the current product and input the reason in the pop-up window.
    • To decrease the number of current products, first you remove all quantity of this product and then you add this product with the new quantity to the sale order.
    • Once you've completed, click on "Save" to update the sale order or "Cancel" to clear the recently added information.

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  • Delete sale orders: select the sale order in the queue list you want to delete:

    • Click on Delete and input the the reason in the pop-up window.

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  • Payment and printing bills for delivery: select the sale order in the queue list you want to print bill:

    • Click on "Print bill" to print the bill for the customer.

    • The sale order will also be updated to "Blue" status and displayed in the queue list.

    • There are 2 payment methods:

      • Cash: input the money customers give for you in (a), the exchange for customers will be displayed in (b).
      • Master/Visa Card: input the card’s number (c).
  • Beside that, you can also "Finish and remove from queue" without printing the customer bill.

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  • Finish sale order: after printing the bill for the customer, you cannot edit or remove the sale order. Select the sale order in the queue list you want to finish.

    • If the sale order is successful delivery: successful delivery: click on Finish & Remove from queue to finish the sale order.
    • If the sale order is not successful delivery: print another bill and note the unsucessful delivery status on the printed recepit. So that the manager/owner can delete this sale order manually in the Sale orders page.

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