POS Orders

Overview

Manage customer orders, track order status, and fulfill orders through the POS system.

Creating an Order

Step 1: Start New Order

1. Go to "Point of Sale" > "Orders"
2. Click "Create New Order"
3. You will see the order form

Step 2: Add Customer

• Search for existing customer or create new
• Enter customer contact information
• Select delivery method

Step 3: Add Items

• Search for products
• Add items to order
• Set quantities
• Apply discounts if applicable

Step 4: Set Order Details

• Order Date: Date order is placed
• Delivery Date: When customer wants delivery
• Delivery Address: Where to deliver
• Special Instructions: Any special requests

Step 5: Save Order

• Review order details
• Click "Save Order"
• Order is created and ready for fulfillment

Order Status

Order States

• Pending: Order created, awaiting fulfillment
• Processing: Order is being prepared
• Ready: Order is ready for pickup/delivery
• Completed: Order has been delivered/picked up
• Cancelled: Order has been cancelled

Tracking Order Status

1. Go to "Point of Sale" > "Orders"
2. View the order list
3. Check status column for each order
4. Click on order to view details

Fulfilling Orders

Preparing Order

1. Go to "Point of Sale" > "Orders"
2. Click on pending order
3. Click "Start Fulfillment"
4. Status changes to "Processing"

Completing Order

1. Verify all items are ready
2. Click "Mark as Ready"
3. Status changes to "Ready"
4. Notify customer for pickup/delivery

Delivery/Pickup

1. Customer picks up or receives delivery
2. Click "Complete Order"
3. Status changes to "Completed"
4. Process payment if not already paid

Order Management

Modifying Orders

1. Go to "Point of Sale" > "Orders"
2. Click on the order
3. Click "Edit Order"
4. Make changes to items or details
5. Click "Save Changes"

Cancelling Orders

1. Go to "Point of Sale" > "Orders"
2. Click on the order
3. Click "Cancel Order"
4. Confirm cancellation
5. Order status changes to "Cancelled"

Duplicate Orders

1. Go to "Point of Sale" > "Orders"
2. Click on an existing order
3. Click "Duplicate Order"
4. A new order is created with same items
5. Modify as needed

Order Reports

Available Reports

• Order List
• Pending Orders
• Order History
• Customer Orders
• Order Fulfillment Report

Generating Reports

1. Go to "Point of Sale" > "Orders"
2. Click "Reports"
3. Select report type
4. Choose date range
5. Click "Generate Report"

Best Practices

• Confirm order details with customer
• Set realistic delivery dates
• Update order status regularly
• Notify customers of delays
• Keep accurate order records
• Process payments promptly

Next Steps

After managing orders:

1. Process order payment
2. Review order reports
3. Check inventory levels