Creating an order

You create a sale on the checkout page: Orders → Manage orders → Create order. You add products, choose a customer, pick how the goods leave the store, and place the order. The server prices every change as you work, so the figure at the top of the page is the amount the order will ask for.

Who can do this: staff with the Create orders permission. The built-in Admin, Store Admin and Cashier roles have it.

Before you start#

• The store must be active. A disabled or archived store takes no new orders.
• The products you sell must be linked to this store and have stock. See Linking products to stores.
• If your plan has a monthly order allowance, the orders list shows how many you have used this month and when the count resets.

How it works#

An order has three separate statuses: the order itself, its payment and its fulfilment. When you create one, you choose its first order status:

• Place order creates it Confirmed. Stock is taken off the shelf at this moment.
• Save as draft creates it Pending. Nothing is taken and nothing is held. A draft is a quote you can confirm later. The stock check runs again when you confirm it.

The payment starts as Pending in both cases. You record money on the order after it is placed. See Recording payments & deposits.

Steps#

1. Open Orders → Manage orders and press Create order.
2. Under Customer, press Add / search and pick the customer. To sell without a customer record, choose Guest checkout.
3. Under Transaction details, search for a product or scan its barcode. Each product you pick becomes a line in Cart items.
4. Set each line's quantity. Most products move in whole units. A product sold by measure (for example by weight) takes a typed quantity such as 2.55, and the line shows its unit.
5. Answer anything a line asks for. A customized product asks its questions, a pre-order asks for a date, a serialized product asks for serial numbers, and a batch-tracked product lets you pick a batch (or leave Any batch (soonest expiry first)).
6. Add discounts or charges if you need them, with the buttons above the cart.
7. Under Payment details, choose Cash, Card or Transfer. For a card or transfer you can type a Transaction reference number.
8. Under Fulfillment details, choose how the customer gets the goods. In store is always there. Other types appear when your plan includes them and the store has switched them on.
9. Check the Order summary, then press Place order. To keep working on the new order (to take a payment straight away, for example), open More actions (the three dots in the top bar) and choose Place order and continue. To park the order, choose Save as draft from the same menu.

If the order asks for a deposit, a dialog titled Order placed shows the Deposit due now. Press Record deposit to take it, or Later to take it from the order page afterwards.

Fields#

Behind the scenes#

• The page never works out a price itself. Every change is sent to the server, which returns the priced order. See How pricing works.
• Each order gets a number such as ORD-001-260902-0018: the store's number, the date in the store's time zone, and a counter. Two tills can never get the same number. Gaps in the sequence are normal, because a refused checkout uses no number.
• A composite product takes stock from its parts, not from the bundle itself.
• An order you create counts toward a monthly order allowance if your plan has one. A cancelled order still counts.

Troubleshooting#

Related pages#

How pricing works · Order status · Recording payments & deposits · Fulfilment status & types