Open "Sale" menu and Select "POS (Point-of-Sale)" and follow the below guide to create new Sale Order.
If this sale order is the online/pre-order sale order, you can input customer's name, or online order id (provided from online channels that your store coordinates with). To easily manage sale orders from various online sale channels, you can add the specific channel name as the prefix when input customer's name.
If this sale order is the in-store order, you can leave this information empty.
There are three ways for the product input:
The price of the product for sale will be displayed right after the product name (a) in the sale order information box.
You can also change product price if you enable this option when configuring Sale settings, visit this article: Configuration if you want to review this setting.
Click on (b) of the product you want to change the product price. Then input the new price (c) in the pop-up window and click on "Submit" to apply the new price of the selected product.
There are two ways to input the quantity of the product:
Input the absolute amount or percentage in (a) for discount, in (b) for extra.
Input the absolute amount in (a) for the deposit amount of pre-orders.
Input the customer name or code in (a) to search the customer information to apply the customer reward promotion and record the loyalty points based on the reward program.
The reward point of the selected customer will be displayed in (b).
You can also register the new customer in the customer reward program of your retail store. Click on (c) to record information of the new customer in the pop-up window (d). Then click on "Add" to create the new customer.
Once you've completed creating the new customer, you can add this customer into the sale order as in (e) to record the loyalty points based on the reward program.
The customer information and updated loyalty points will be displayed on the customer bill.
Visit this article: Manage Customer Loyalty program if you want to explore more about this feature.
Input other information (remark) in (a) (delivery address, notes, etc.)
Added remark will be displayed on the customer bill.
Search sale tag in (a) you want to add to the sale order and select from the list in (b).
Click on (c) to create new custom sale tags and input new sale tag name in (d). Then click on "Add" to create the custom sale tag. Once you've completed creating the new sale tag, you can add this sale tag into the sale order.
Added sale tag will be displayed in (e) for internal tracking and not be displayed on the customer bill.
Visit this article: POS - Add Tags to Sales Orders to create & manage custom information if you want to explore more about this feature.
Select the suitable customer segmentation information (a) to add to the sale order.
This information is just for internal tracking and not be displayed on the customer bill.
Visit this article: Customer Segmentation - Get Started to Understand Customer of your Retail Businesses if you want to explore more about this feature.
Once you've completed filling information for the new sale order, click on "Add into queue" to add the new sale order into the queue list.
Once you've completed filling information for the new sale order, input the payment information: there are two payment methods:
Click on "Finish and print bill" to print the customer bill and finish the new sale order or "Finish" to finish the sale order.
Click on "Reset" to clear the recently added information.