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.
Fill below information to create a new Sale order:
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:
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:
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:
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".
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:
Increase the number of current products or add new products: select the sale order in the queue list you want to update:
Decrease the number of current products or remove current products: select the sale order in the queue list you want to update:
Delete sale orders: select the sale order in the queue list you want to delete:
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:
Beside that, you can also "Finish and remove from queue" without printing the customer bill.
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.