Orders are created whenever something is sold.
An order contains all the information about the customer, what was ordered, what payments were made and where to ship it.
Our POS supports viewing orders via the Orders page, which allows you to filter your orders to find the orders your looking for quickly.
How do I find the Orders Page?
There are two ways to access the Orders page.
Using the menu
Click the menu icon (three horizontal lines) in the top left corner.
Click Orders from the menu, this will open the Orders page which will display a list of the orders that were created using the POS in the last 24 hours.
Using a persons orders.
Click the menu icon (three horizontal lines) in the top left corner.
Click People from the menu, this will open the people.
Enter some keywords into the search bar at the top of the people page, this will display a list of the people that match the keywords. See 'How do I search people?'
Click a person, this will open a Person page displaying information about the person.
Click the orders field, this will open the Orders page which will display a list of the persons orders, see 'How do I view a persons orders?'.
What information is displayed for orders?
The Orders page is divided into two sections.
At the top of the page is the Order Filter that displays the conditions that
are being used to filter the orders that are displayed, such as:
Keywords (product, event or person name)
From date.
To date.
Person (if viewed via a person).
Below the Order Filter is a list of the orders that meet the filtering conditions showing the following information:
The order number.
The order customer (if provided).
The order organisation (if provided).
The date and time that the order was created.
The total price of the order.
The Order Filter will only be displayed if there is at least one filtering condition.
How do I change the filtering conditions for orders?
Click the order filter icon (magnifying glass) in the top right, this will open the order filter dialog box with fields for the filter conditions.
After adjusting the filter conditions, click the confirmation icon (tick) in the top right, this will redisplay the list of orders to meet the adjusted filter conditions.
How do I view an order?
Click the order you wish to view from the list of orders on the Orders Page, this will open an Order Page for the selected order that will display the following information:
Order number.
Archived status.
Payment status.
Order status.
Awaiting payment method.
Internal note.
Order comments
Item title/s.
Item SKU/s.
Item quantity/s.
Item price/s.
Order subtotal.
Shipping.
Discount/s.
Credit card surcharge.
Tax.
Cash rounding.
Total.
Payments.
Customer.
Note for customer.
Organisation.
Shipping rate.
Shipping address.
Gift status.
Fulfilled date.
Courier.
Tracking number.
Courier instructions.
Special instructions.
Gift message.
Discount code.
Order date and time.
Currency.
Pricing tiers.
How do I email an order receipt?
Click the order options icon (ellipsis) in the top right.
Click Email, this will open an email dialog box.
Enter an email address (If the order had a customer, their email address will be pre-filled.
Click the confirmation icon (tick) in the top right corner, this will verify the email address and send the parked cart as a quote.
How do I print an order receipt?
Click the order options icon (ellipsis) in the top right.
Click Print.
If the POS is running on a device and connected to a receipt printer, the order receipt will be printed automatically.
If the POS is running through a browser then a printer dialog will be opened allowing you to select the printer and adjust the formatting before printing the order receipt.
How do I add comments to an order?
Comments can be added to an order to record additional information (shipping instructions, reminders, customer preferences, etc).
Click the order options icon (ellipsis) in the top right.
Click Comments, this will open a comment dialog box.
Enter the comment into the Comment field
Click the confirmation icon (tick) in the top right corner, this will add the comment to the order.
Order comments are not visible to customers.
How do I edit an order?
Click the order options icon (ellipsis) in the top right.
Click Edit, this will open an editing dialog box with a form displaying editable fields for the order customer, organisation, shipping and more.
After editing the order details, click the confirmation icon (tick) in the top right, this will update the order.
Orders can also be edited via the Airsquare admin area.
How do I view an order customer person?
If an order has a customer person, click the customer person field to open a person's page displaying the persons information, see 'How do I view a person?' .
How do I remove an order?
Orders can be deleted via the Airsquare admin area.