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Orders Overview

Creating New Orders

To create a new order, select Orders from the menu navigation which can be accessed from the hamburger icon in the top left of the mobile iOS app. Click the plus sign in the top right corner of the Orders screen. Then, simply select the customer the order is for. Your existing customer list will appear for you to choose from or you can select the Add Customer button if it is a new customer (see Adding a New Customer article). Click the Plus Sign button next to ‘Add Items’. This will allow you to build a product list which will turn into the customer’s invoice or receipt.

Adding Items

Find the item your customer wishes to purchase by drilling down by the product you have available in your inventory. Increase or decrease the quantity of items the customer is purchasing by selecting the plus sign or minus sign next to the item. Then click Add Items to put the selected items on this customer’s order.

Save Order or Check Out

You must select the Ship Order toggle if this order is going to be shipped. Custom notes may also be added to the order here. Please note that any custom notes added to the order will be visible to the customer on invoices and receipts. Click Save Order to keep it for later or Check Out to complete the purchase. If the customer decides not to complete the purchase, click Cancel and you will be taken back to the order list view. Clicking Cancel at this point will void the order.

Acceptable Payments

You can accept a cash, credit card, or check as payment by selecting the corresponding buttons at the bottom of the screen. If your customer is not present to make a payment at the time of sale you can choose to email them an invoice here as well. A receipt will be sent via email to the customer with you bcc’d when payment is completed.

Filtering Orders

If you are looking for a specific order from your order list view you may filter the list by date or order status. If you are filtering by date, select Today, Week, Month, or Custom Date Range at the top of the Orders page. To filter by order status you will need to choose Open, Completed, Canceled, or Returned below the date options at the top of the Orders page. Open orders are those with payments still pending. Completed orders are those with finalized payments. Canceled orders are those that have been voided the same day or canceled before completion. Returned orders will show orders that have been credited from a finalized order.

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