Creating a Sales Order

Introduction

This topic explains how to create a sales order and effectively manage transactions.

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Steps to Create a Sales Order

1. Click the burger menu.

   

2. Click NEW BAG.

   

3. Click Sales Order.

   

4. Go to Enter or Scan barcode box to add the products.

   

   • If you have a barcode scanner, scan the product’s barcode. The code will automatically appear in the box.
   • If a scanner is unavailable, manually enter the product barcode number into the box.
   • If you cannot find the item, go to the meatballs menu and select + Add Missing Item to save the item to Products (store specific).

   

5. Click Tap to Select customer to add the customer.

   

6. Modify the associate linked to a sales order.

   a. Changing Associate before scanning
   b. Changing Associate after scanning

7. In the SERVICES section, click Add Service to add services.

   

8. In the NOTE section, click Add Note to enter any notes related to the sales order.

   

9. In the DISCOUNTS AND PROMOS section, click Add Discounts to apply the discounts, such as percentage discounts.

   

10. In the OMNICHANNEL REASON dropdown menu, click Select Reason to choose the appropriate reason.

    

11. In the bottom bar menu, click More.

    

12. Select Add Shipping from More popup menu.

    

13. Click the item to edit the price (optional).

    

14. Click Taxes field to apply tax exemption (optional).

    

15. Click the green button in the upper right corner.

    

16. Select the preferred payment options. Note: CASH option has been selected in this scenario.

    

17. Click Apply Payment.

    

18. You will be directed to the Confirmation page where you can print the receipts.

    

19. Click Done to complete the sales transaction.