Create Orders
Orders / Create Orders
Add Order Window
Orders are created in the Add Order Window which you can access via several locations.
From the Orders Tab of your Navigator Window by choosing More Options > New Order or use Shift + Command + N.
From the Customers Tab of your Navigator Window by selecting a customer and choosing More Options > Add Order.
From the Kiosk Mode Login Window by entering your PIN and clicking the New Sale button.
Order Designations
When creating an order you have two options on how to label your orders. These designations help differentiate how your orders are placed so you can compare your sales records.
Phone - Orders that are placed by customers while talking to you on the phone.
Point of Sale - Orders that are placed by customers in a physical store location, such as at a register at checkout.
Customer Selection
Once you have an order designation chosen, you can attach customer information to the order. This includes:
Searching by name for an existing customer account.
Selecting More Options > New Customer to create a new account before attaching it to the order.
Using the Guest Checkout button to open a new order and manually enter one time billing information.
Order Details Window
Once created, your order opens automatically in the Order Details Window. If you are opening an Order with details already added, the Order Detail Window provides detailed information, including added products, payments, and customer details.
To open orders in the Order Details Window:
Double-click an order in the Orders tab of the Navigator Window.
Add Products
After creating an order, you can add products.
To add products to an order:
Select the search field and perform one of the following actions:
Enter a product ID and press Return.
Scan a barcode.
Select a pack option and price if applicable.
Enter a quantity.
Click the Add button or press Return.
Video Tutorials
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