How to create an order

An order is created when a member, enquiry or a walk-in purchases a product.

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Steps

  1. Go to Point of Sale → Dashboard → Order tab

  2. Click on Create Order to open the order form

  3. Fill in the following details:

    • Order Date

    • Customer Details (Name, Contact Number, etc.). Select member or enter details if walk-in.

    • Order List (Select products being purchased)

    • Payment Mode (Cash, Card, UPI, etc.)

  4. If payment is to collected later, select Nothing selected under Payment Mode

  5. Once all fields are filled, click on Check Out to create the order

  6. The order will now be saved reflected in the Orders tab

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Payment due

If the payment is due for an order, invoice is not generated and the order payment status remains in pending.

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Collecting payment for orders

To collect payment for orders goto Point of Sale → Dashboard → Orders tab → Action → Process Order. Select the payment mode and click Save.

Invoice is generated after payment is received on the order.

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Deleting order

A fully paid or an unpaid order can be deleted from Point of Sale → Dashboard → Orders tab → Action → Delete Order.

Deleting an order also deletes the invoice associated with the order. The action is irreversible and cannot be undone.

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How to edit or delete a product

How to update stock quantity

 

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